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'A great time to have better conversations'

机译:``是时候进行更好的对话了''

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摘要

There are multiple reasons why tax preparation professionals should consider adding planning to the services they offer their clients: It's a natural fit, since they already have much of the data; they already know their clients' life situations; and they are likely already doing at least some planning, and answering questions involving planning when they talk to their clients during tax season. And this filing season, with its three-month extension, gives additional time to analyze and implement tax-saving strategies.
机译:报税准备专业人士应考虑多种理由,在为其客户提供的服务中增加计划。这很自然,因为他们已经掌握了许多数据;他们已经知道客户的生活状况;并且他们可能已经在税收季节中与客户交谈时至少已经做了一些计划,并回答了涉及计划的问题。这个申请季延长了三个月,为分析和实施节税策略提供了更多时间。

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