If you are frustrated by the above scenario, Tax Prep Back Office is your solution!
You, as a financial advisor or planner, need to control the tax outcome of your advice. If it could be done simply, wouldn't you rather be your client's tax preparer
rather than being forced to network with other CPAs and tax professionals? If you're like me, you found that although there are many good CPAs and tax preparers,
there are as many that are difficult to deal with.