Nuts and Bolts of Reviewing the Tax Return and How Tax Review Software Helps

Oct 21, 2019 / By Debra Taylor, CPA/PFS, JD, CDFA
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Last week, we discussed the need to review your clients’ tax returns and introduced the award-winning Holistiplan tax review software that does so much of the work for you. Today we dig into the details of this service, how the software assists you, and how the review can most benefit your clients.

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