"Accidentally" buying a tax practice with TJ Bruce
Retirement Tax Services Podcast
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Reevaluating Tax Preparation Integration
This chapter explores the unexpected acquisition of a tax practice in the context of expanding a financial planning business. The hosts reflect on how their initial perception of tax services shifted as they navigated client expectations and the logistics of integrating tax preparation into their offerings. The discussion highlights the complexities of tax preparation, the challenges faced by tax professionals, and the importance of firsthand experience for financial advisors.
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