Tax Season Realities: The Tough Conversations Preparers Must Have

Tax season isn’t just forms and numbers — it’s pressure, expectations, and responsibility. In this episode, I sit with EA Edward Lantigua to get REAL about what clients expect and what we, as tax preparers, must do to stay compliant. We break down: — The unrealistic requests we hear every year — Why “just put it on the return” is a MAJOR no — The due diligence that protects us and our clients — How to set boundaries and lead with integrity — The real side of tax preparation nobody talks about If you’re a tax preparer, business owner, or community leader — this episode is a must-watch. Cafecito ready? Let’s go. #podcast #taxseason #taxes