Dec 5, 2022
As we approach the final few weeks of 2022, it’s an important time to review our clients' documentation and ensure everything is in place for a smooth tax season ahead. So, how can we help our clients prepare for tax season? And what can we do to ensure we’re adding value to their lives rather than extra work or stress? Johnna Long, CPA, is joining the show to share several things you can do to be prepared for the end of the year and tax filing season, including some missteps to avoid along the way.