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Caution about selling “tax planning”
Decades ago in law school, my tax professors said you just couldn’t sell tax planning to middle‑market clients. In my experience, that’s mostly true. The focus of my professional study and expertise was compensation and benefits planning. As a non-attorney, I felt forced to find a different way to bring these services to the market…
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The Role of the CPA Tax Fixer
A new federal report released yesterday about errors by paid tax preparers repeats what past studies have shown: tax return mistakes are extensive and serious, and they put both taxpayers and preparers at risk. A significant portion of my work stems from errors in self‑prepared returns and in returns prepared by unregulated tax preparers. In…
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CPA Coaching on Demand
A tax pro wrote: “just because someone prepares and files your income tax return does not make them available to you on a weekly basis throughout the year.” A client said: “My lawyer says every time I call, he is charging me $700 an hour”. I take an entirely different approach with a career focused…