Ask good questions to surface client goals

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into time management strategies to enhance productivity during tax reviews, emphasizing the need for focused work without distractions.

Tax Planning at Scale [Episode 339]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs