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Posts Tagged 'tax planning'

We are pleased to present below all posts tagged with 'tax planning'. If you still can't find what you are looking for, try using the search box.

Tax Planning Sin 6: Failing to Provide the Client with a Written Tax Plan including Implementation Process and Cost/Benefits.

All important client advice should be provided to the client in writing (irrespective of whether also provided to the client verbally as well).

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Tax Planning Sin 4: Failing to Gather Client Information and Data

Just as financial planners need to know their clients when preparing a financial plan, so too do accountants need to know their clients when preparing a tax plan.

Just as financial planners need to know their clients when preparing a financial plan, so too do accountants need to know their clients when preparing a tax plan.
Just as financial planners need to know their clients when preparing a financial plan, so too do accountants need to know their clients when preparing a tax plan.

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Tax Planning Sin 1: Failing to Offer Tax Planning Services to Every Client

Industry data shows that approximately 10% of practices are currently providing tax planning services to their clients.

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