Tales From Tax Season - Withholdings And Losses, Ep. 87 Retirement Tax Services podcast

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Trading Business Prajin Steven Jarvis Tax Planning

Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

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Tales from Tax Season - Withholdings and Losses, Ep. 87

2y ago 23:27

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Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the amount they’ve paid or have had refunded? The answer is simple; ask them. In this episode, I will be sharing how to have these types of conversations with your clients to ensure everyone is feeling confident and happy around tax season.

… continue reading

114 episode

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

Artwork

Tales from Tax Season - Withholdings and Losses, Ep. 87

Retirement Tax Services Podcast

12 subscribers

published 2y ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the amount they’ve paid or have had refunded? The answer is simple; ask them. In this episode, I will be sharing how to have these types of conversations with your clients to ensure everyone is feeling confident and happy around tax season.

… continue reading

114 episode

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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