Tax, Accounting & Audit Resource Center

Drawing on almost 1,000 financial advisor-client meetings over the past year, this paper examines what clients are actually saying about taxes, where they’re saying it, and what it reveals about their relationship with their CPA. The findings also point to a clear opportunity for tax professionals — the clients with the most anxiety are the ones whose CPAs are least engaged, and what those clients want is well within any firm’s reach.