THIS WEEK’S PODCAST
"You're still going to do my taxes...right?" Listen
IRS agents are people too
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Education is great, but hands-on experience is always powerful!
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Client Selection Might Be The Best Protection
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Start With Client Question: “What do you offer in terms of tax planning?”
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It's not just about delegating the things you don't want to do.
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There's always more than just the technical details.
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The core principles of tax planning are the same regardless of the topic
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The core principles of tax planning are the same regardless of the topic
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The best place to start is by reviewing your own policy!
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It's not going to be a chaotic relationship for long.
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