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Tributos
Level 3
July 23, 2024

Tax Advisory Project for Collaboration

  • July 23, 2024
  • 0 replies
  • 1 view

I have a project where I am interested in collaborating with another Tax Professional using Tax Advisory Software for a specific case (Florida client). This involves a business sale (C-Corp shareholder), home sale & retirement assets to place client in best tax favorable position. Requesting EA / CPA to partner.

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