Practitioners who began adding tax planning services to their basic preparation several years back have found that it's a small step to branch out completely into year-round financial planning.
"There's a natural link between tax prep and financial planning," explained Fiducial media manager Stephen Parezo. "In doing a client's taxes you get to see their whole financial picture. You can see if they're making contributions to retirement plans and get to see what kind of stocks and other investments they have. After you've done a client's returns for a couple of years, you get to know them intimately."
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