Retirement Tax Services Podcast cover image

Retirement Tax Services Podcast

What should a "tax advisor" actually do? with Wendy Barlin

Mar 11, 2024
29:18

Summary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm and now works with other tax firm owners to improve their people, processes and profits to make sure taxpayers are truly receiving a valuable service. https://zurl.co/jZPu

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