Finding the right tax preparer for your clients with Michael Eckstein
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Finding the right tax preparer for your clients with Michael Eckstein
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Steven Jarvis,CPA is joined by Michael Eckstein to discuss how financial advisors can help clients find the right tax professional. They explore the differences between basic tax preparation and ongoing advisory services, why fees should reflect the service clients actually need, and how to set realistic expectations for communication. Michael explains why recurring quarterly meetings may not solve a client's concerns and shares his approach to year-end planning. They also discuss questions advisors should ask about investment-related tax forms, IRS letters, and additional fees. Finally, Steven and Michael explain how a year-end 1099 letter can give tax preparers the context they need to report an advisor's recommendations correctly.
https://zurl.co/JHr4L