How to Decide Which Clients You Will Meet With (face to face) During this Tax Season

I’ve already made it fairly clear that I think it is a mistake for a CPA firm to make the decision to reduce the number of clients they see face to face during tax season. At the same time, I am realistic enough to know that meeting with all clients face-to-face will severely limit the number of returns you can prepare and the amount of time available for actually doing the work. Therefore, the...

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