95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues

Listen in to an on-air strategy session with one of my students!

In this episode you’ll hear:

• How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes
• How to have a conversation with a client about compliance issues and presenting multiple options
• How to handle when a client doesn’t take your advice or can’t afford to hire you to implement

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