Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
Is Helista Plan a Good Tax Prep Solution?
Holisiplan is your tax prep soffware, if they're actually going to become a preparation client. As long as you don't file them, doesn't count against your number. So im to kind of run scenarios that maybe helista plan can't work through and do like more detail,. Like detailed pro forma yas returns. I mean, youhit the file butt. You're not filing for them. But just you can do the whole return sow what gets done that way, versus using helista plan.
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