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Presented by:
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Updated:March 13, 2025
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Interested In Automating Tax Return Reviews?
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Notes:
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Disclaimer: This document is not tax advice, but for informational (and entertainment!) purposes only.
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The value of a tax return review:1) Identify planning opportunities
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2) Demystify the tax report - Help clients understand what everything means and what the important info is
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3) Find errors
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Errors or Suggested Additions?Please email us at info@holistiplan.com
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Need a Cheat Sheet?The College for Financial Planning has an annual one that is usually very good. (2024 Limits)
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