November 2024

Can You Be Confident in Your Tax Planner? 3 Reasons a Tax Plan Warranty Can Make All the Difference

B2C, Blog, Individual Strategies /

Investing in a tax plan can feel like a risk for taxpayers who are used to filing their own tax returns or focusing on basic compliance. In theory, you may see the benefits of a proactive approach where you implement strategies that will result in tax savings years down the line. But when it comes […]

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Warranties as a Win-Win Solution: 3 Ways that Warranties Help Tax Planners and Their Clients

B2B, Blog, Business Strategies /

A proactive tax plan can be a major money-saver for taxpayers. But for new or prospective clients, your first tax plan can feel like a leap of faith—and a costly one at that. Taxpayers who have not yet experienced the benefits of working with a Certified Tax Planner might be wondering if the time and

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