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The Tax Pro’s Guide To Automating Tax Prep With AI
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How To: Identify clients who have quarterly estimates that need a check-in
How To: Identify high-income clients who haven’t maxed out retirement contributions
How To: Identify clients who should make PTE elections
How To: Identify clients with Schedule C income who should form an S corp
How To: Identify clients who paid penalties last year (or owed a lot of taxes) who could use a check-in
The Tax Pro’s Guide To Q4 Tax Planning Using AI
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