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How Integrating Tax Prep Can Unlock Growth

Discover how adding a tax preparation service can enhance your financial advisory practice, create new revenue streams, and strengthen client relationships. Join industry expert Paul Dyer as he shares actionable insights on seamlessly integrating tax prep into your business—without the need to hire additional staff.

What You'll Learn:

  • How to launch a tax prep business with minimal overhead
  • Proven marketing strategies to attract and retain tax clients
  • The best ways to introduce tax clients to your financial service offerings

Don't miss this opportunity to grow your practice and provide even greater value to your clients!

The live webinar was recorded on Thursday, May 8 AT 11 AM CT. Complete the form to watch now. 

 

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