Tales from Tax Season - Withholdings and Losses, Ep. 87

Retirement Tax Services Podcast

Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the amount they’ve paid or have had refunded? The answer is simple; ask them. In this episode, I will be sharing how to have these types of conversations with your clients to ensure everyone is feeling confident and happy around tax season.