Presented by Peter M Vessenes and iShade on February 25, 2015.
Tax season is the busiest time of year for accountants and advisors. For many, this is the only time you will actually see your clients. Your clients already trust you with their financial information, so this is the perfect time to offer more help to your business clients. In this session you will learn the next steps towards building your practice during tax season.
Watch Part One here