You have to remember this is, first and foremost an investment. Listen
It's not going to be a chaotic relationship for long.
ListenMany taxpayers with a financial advisor AREN'T getting help with taxes.
ListenNothing beats practice.
ListenPutting people first makes all the difference.
ListenGetting the right answer for the client is always the right thing to do.
Listen"I am a better person because of my virtual assistant"
ListenCompliance isn't the enemy if you treat them like part of the team.
ListenTax planning is like a game of telephone with your client stuck in the middle.
ListenTax planning is like a game of telephone with your client stuck in the middle.
Listen