7 Tips to Preventing Tax Season Burnout
Source: CPA Practice Advisor
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Software
Tax Planning, Client Collaboration & Payments
Scan returns, calculate tax savings, generate tax plans for clients, e-sign engagement letters, request questionnaires, files and accept credit card/ACH payments through the client portal.
Growth & Development Programs
Training, Coaching, Events & Community
We’ll help you with niche selection, marketing, sales, onboarding, delivery and firm operations, all while helping you move from compliance to advisory services.
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Become our partner and offer wealth management, investments, insurance and advanced planning to your existing clients.
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