THIS WEEK’S PODCAST
There isn't anything you don't know once you have a tax return. Listen
You have to start by understanding who you want to be and to whom.
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Proactively calling clients is one of the best ways to change their experience.
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You've got to take care of the basics first, but there is more out there.
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I'm DIYer, I'm all about that but there are limits and it's important to know what they are.
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Sometimes the basic stuff is the best stuff.
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This has to be situation-specific. Seemingly similar situations can have polar opposite recommendations.
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Just giving your employees more money doesn’t necessarily solve their problems.
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You are definitely the least boring CPA.
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"Taxes HAVE to be part of the discussion"
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Tax planning has to be specific to the client situation, generic advice doesn't work.
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