September 29, 2022

The importance of client tax organizers | Tax Section Odyssey

In this video edition episode of the Tax Section Odyssey, Ami Oppe, CPA, discusses best practices for using client organizers to improve the quality of your tax practice. She provides ideas for making the completion of the organizer easier for clients. Ami also discusses ways to use the organizer for more than just obtaining data from your clients.


Annual Tax Compliance Kit – Organizers — This toolkit includes organizers as well as engagement letters, checklists and practice guides to

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