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Deeper Dive at Holistiplan - 201
Using the Tax Explainer

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Deeper Dive at Holistiplan - 201
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Using the Tax Explainer in Your Client Meetings

Helping your clients understand their 1040 through the Tax Explainer

Many clients are aware of what taxes are owed or refunded, so our Tax Explainer walks through what numbers get them to that final number in an easy and clear way.

Watch this five and a half minute video walking you through using the Tax Explainer in a client meeting:

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