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Retirement Tax Services Podcast

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  2. Ep 06: Raise Value by Collecting Client & Prospect’s Tax Returns

Ep 06: Raise Value by Collecting Client & Prospect’s Tax Returns

May 21, 2021

On this episode of Friday Tax Q&A, Steven shares his tips on asking your clients for their tax returns and what to do once you have them.

You can find the show notes and transcript here.