Not only will your clients benefit from you helping them navigate tax reform, but tax season will also go more smoothly for you if you plan ahead.
It’s that time of year again—time for year-end tax planning. Not only will your clients benefit from the help you give them in navigating tax reform, but tax season will also go more smoothly for you if you plan ahead. Plus, the more advisory services you offer, the more you can add to your bottom line. Who doesn’t want to bring in extra money around the holidays? So, we’ve compiled a checklist of 17 actions for you to consider for your clients and yourself before January 1.
You can get the downloadable version here.
Want access to another handy, downloadable checklist? Check out our Form 433-A due diligence checklist here.