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Tax Preparation as a Client Service
Manage episode 314769787 series 2948641
Daniel Kopp and Forrest Baumhover द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Daniel Kopp and Forrest Baumhover या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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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