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The Tax Answers Advisor

The Tax Answers Advisor

Thursday at 9 AM Pacific

October 14th 2021: Is Your DIY Tax Software Competing Against the Tax Professional?

Since 2018 more taxpayers are increasingly using do-it-yourself tax software. What many do not realize is that these same DIY software companies also provide software to tax professionals. For many people though this can be problematic, as just recently I had to amend a tax return for a new client who initially completed their return using one of these DIY software companies. For tax professionals to compete on this very tilted playing field they need to focus on making the personal connections that big corporations cannot. I started this process years ago by striving to use only companies

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Featured Guest

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Catherine Dalton

Catherine brings over 25 years of experience in the independent insurance agency space. As the previous marketing director for one of the largest independent insurance agencies in the Inland Empire, she has seen the challenges that both insurance agents and tax professionals face to stay relevant as technologies and large marketing budgets backed by lizards and catchy jingles threaten their business and ability to grow. She now advocates for the tax professional in her role as the Director of Sales and Marketing at Taxware Systems. . Catherine is passionate about supporting and inspiring business owners in the tax industry. There is hope! She provides positive and achievable steps to hel
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https://www.voiceamerica.com/show/3986/the-tax-answers-advisor The Tax Answers Advisor https://www.voiceamerica.com/show/3986/the-tax-answers-advisor Since 2018 more taxpayers are increasingly using do-it-yourself tax software. What many do not realize is that these same DIY software companies also provide software to tax professionals. For many people though this can be problematic, as just recently I had to amend a tax return for a new client who initially completed their return using one of these DIY software companies. For tax professionals to compete on this very tilted playing field they need to focus on making the personal connections that big corporations cannot. I started this process years ago by striving to use only companies, such as Taxware Systems, that do not compete against me by offering a similar product to my tax and accounting clients. My focus is on working with clients year around with tax planning and other financial strategies, so my clients can get the best overall financial results. Is your tax professional standing out by using their expertise to help you with complex tax problems that just cannot be handled by DIY software? Or, do they just do your taxes? Today, we discuss DIY software vs. the tax professional, a sizzling hot topic that is so important for both tax professionals and taxpayers. VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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