Going beyond tax prep.

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    • Abstract:
      From there, the client's overall gain/ loss data can be imported to Planner CS along with other tax return data for additional adjustments and planning." Officially, tax season is over, other than the ongoing process of extensions and entities other than individuals having different fiscal years. In some practices, the tax planner will also work as a financial planner for the client. [Extracted from the article]
    • Abstract:
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