Setting expectations.
By CPA Trendlines
As a tax pro, you already know what it takes to serve your clients well. But do your clients and prospects know?
In a new 10-point news release aimed at taxpayers, the IRS sets some guidelines for taxpayers to “choose their tax return preparer wisely.” You might want to be prepared for the questions clients and prospects may ask.
Here are ten tips for taxpayers to remember when selecting a preparer:
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