Tax Season Realities: The Tough Conversations Preparers Must Have
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Tax Season Realities: The Tough Conversations Preparers Must Have
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About this listen
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
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