Bringing tax in-house: what it takes to deliver a better client experience with Jonathan Steele
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Bringing tax in-house: what it takes to deliver a better client experience with Jonathan Steele
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In this episode, Steven Jarvis, CPA, sits down with Jonathan Steele to discuss the evolving role of tax planning within financial advisory firms. Jonathan shares how his background in behavioral finance and hospitality has shaped his client experience, emphasizing that empathy, communication, and trust are just as important as technical expertise. They also explore why more independent firms are bringing tax preparation in-house, the challenges of creating a high-touch tax experience, and why integrating tax planning is becoming a competitive necessity rather than an optional service. The conversation highlights the importance of continuous learning, strong professional relationships, and delivering exceptional client service across every aspect of the financial planning process.
https://zurl.co/SmPB3