dascpa
Level 11

I believe there is a happy medium between being their trusted advisor and being a tax prep factory.  We all love (the too few) easy returns but many of clients who want to talk raise issues that we can assist with (retirement, college funding, estate planning, etc.).  Many client are looking for that "relationship" with a professional, not just someone who can fill out forms.  It's a balancing act we must deal with.

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