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As tax season heats up, it never hurts to look at the opportunities for better client service that are buried in the Form 1040.

Perhaps nothing provides a clearer line of sight into a client's full financial picture -- and, by extension, gives you a better understanding of your clients' needs and how to address them.

Consider these seven ideas to deepen your relationships with your clients by digging deeper into their 1040s, prepared by Chad Smith, a wealth management strategist at HD Vest Investment Services.



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