Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
That's something you can do on every single return." ...Read More
Getting the right answer for the client is always the right thing to do.
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"I am a better person because of my virtual assistant"
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Compliance isn't the enemy if you treat them like part of the team.
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