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Complimentary Guide

How to Get the Most Out of Client Engagements During the Tax Season
Tax season is the busiest time of the year. However, there are ways to leverage this period to improve client interactions.

Knowing a majority of your client interactions happen within a 4 month window is a daunting challenge.

In this guide, learn the key elements to factor into your day-to-day client interactions and ensure no time is wasted during the tax season.

How to Get the Most Out of Client Engagements During the Tax Season
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First Name
Last Name
Business Email
Phone
Organization Name
What state are you based in?
Do you prepare 100 or more tax returns annually?
What is your annual revenue?
Have you considered domestic outsourcing to alleviate your firm during the busy season?
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