Here are 40 they should know about, plus a checklist for considering additional client services.
By Ed Mendlowitz
Tax Season Opportunity Guide
The following listing can give you ideas of additional services clients might need.
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This list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!
- Estate planning
- Inheritance advice and guidance
- Succession planning
- Personal financial planning