Tax Return Review – “Covering Your Bases”
Bob and Sue earn most of their income through wages, but they also have a small photography business. In this review, Steven offers advice on reducing taxable income and planning for their tax liability throughout the year by using a combination of tax credits, retirement savings, and common expenses for small businesses.
Recommended Articles
5 Ways Every Advisor Can Provide Client Tax Planning Value!
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
Read More
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Read More
Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
Read More
Contact Us
- DELIVER MASSIVE VALUE TO YOUR CLIENTS
THROUGH TAX PLANNING -
How The RTS...
37 POINT
CHECKLIST
...Can Help You Transform
The Tax Return Review Process
From a Wild Goose Chase
to a Value Add Experience
$37 One-Time Payment