How many times has a client said to you, "I have one quick question" and the answer took an hour or more?
Many Tax Professionals struggle in tax season to get the information needed from every taxpayer. They have to keep as many clients as possible moving through but keeping up with the attention to detail it takes to get it all right. There is a way to do it all, without struggling in off season when you have more time to address each taxpayer's needs.
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Question Owner
I created a simpler way to get your clients to provide you with what you need to help them succeed, while generating season and off season income, while maintaining superior client service.
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529 weeks ago