Taxes and Communication: 4 Critical Ways We Are Caring for Clients in 2021

Jun 14, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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Uncertainty about tax increases hovers over many of our clients this year. We are tackling the potential stress by proactively offering tax-related services and robust communication that counter these concerns—and clients are liking it.

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