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May 2016 » PFP | Using Tax Returns to Assist...
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Sidney Kess, JD, LLM, CPA, and Edward Mendlowitz, CPA/PFS, ABV
Financial planning engagements frequently start with a voluminous checklist, but this can often be avoided with a quick review of the most recent tax return. A tax return is a road map for a taxpayer's financial affairs and can provide an alert CPA financial planner with opportunities to provide better service.
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