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Tax Preparation as a Client Service
Manage episode 314769787 series 2948641
内容由Daniel Kopp and Forrest Baumhover提供。所有播客内容（包括剧集、图形和播客描述）均由 Daniel Kopp and Forrest Baumhover 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Financial planning and tax preparation are ultimately two separate services that some planners decide to include in their offering while others outsource it or work with the clients’ tax preparers. There are pros and cons to both. In this episode, Forrest and Daniel share ways to think about it and how it might apply to your firm and career journey. The bottom line though is that tax planning is incredibly valuable and important regardless of the tax prep decision.
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