Fostering Great CPA Relationships

If you’re like most advisors, you’re familiar with requests from your clients’ CPAs and tax preparers. These relationships might seem one-sided, especially when it all kicks into a much higher gear in the springtime, but these alliances don’t have to be uneven. We see plenty of opportunity for reciprocity, so we’ve put together a document of seven tips to help boost your CPA client referrals and foster great relationships throughout the year.

Enjoy!