9 Questions Clients Should Ask CPAs at Tax Time
By Elaine Floyd, CFP® and Richard J. Koreto
As the quarterback of your clients’ advisory team, you need to prepare them for the rigors of tax season. Talk to clients about their tax situation this month and send them off to their CPAs with these nine questions and your business card. Not only will your clients feel taken care of, but you may cultivate a great new referral source.