Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Confidently engage clients in planning and advisory

IntuitGabi
Community Manager
Community Manager

By Michelle Weinstein

Step 1: Be prepared 
Step 2: Ask strategic questions 
Step 3: Share and present 
Step 4: Make the offer and collect payment 

Read the full article: Confidently engage clients in planning and advisory
and more on Intuit's Tax Pro Center

Planningandadvisory.jpg

0 Cheers