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Level 1
August 11, 2023
Question

Tax Planning Client Presentation

  • August 11, 2023
  • 0 replies
  • 3 views

Dear Colleagues, a couple questions.

How do you structure your client fees for tax planning services?

Do you prepare the client report and share it with the client as you discuss your fee?

Do you collect any fee upfront?  

How is your total fee structured?

Thank you in advance your your responses!!

 

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