Tax planning has to be specific to the client situation, generic advice doesn't work.
Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
You have to be able to help clients turn down the emotional volume.
Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
"There is so much power in learning from other people who are actively 'doing'"
