The KB Article with Kyle Kinstler and Chad Brown

Join Kyle and Chad as they discuss the transition from early to late season tax clients and the importance of setting expectations upfront. Learn about identifying client demographics, navigating fee conversations, and handling amendments. Tune in for valuable insights to optimize your tax preparation process. As always, if you enjoyed this episode, subscribe to our podcast on your favorite podcasting platform, and be sure to leave a comment! Also, follow us on social media for updates and bonus content from The KB Article! See you next time!