Creating Value Adds from the Tax Return

The Perfect RIA

In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advocating for the strategic utilization of surge periods, she emphasizes the importance of dedicated time blocks for meeting clients and ensuring their needs are met comprehensively, alongside prioritizing client information security through secure portals and encryption protocols. Listeners will discover the power of collaboration with CPAs, fostering holistic financial advice and optimizing tax strategies through a clear differentiation between tax advice and planning. Jamie offers practical tips for implementing value-added services, including a comprehensive 1099 checklist, setting clear client deadlines, and utilizing structured homework sheets, all while emphasizing the importance of spot-checking information accuracy and crafting compelling net worth reports to resonate deeply with clients.

Creating Value Adds from the Tax Return