Is Your CPA Doing Your Taxes?

The LaVorries are doing a lot of tax follow up with prospects. A CPA told the client that their taxes were done, but there was no EFT or anything set up for the funds to go out. The financial advisor in our office got a question from the client and said, hey, have my taxes been taken care of? "I always give my operations team a deadline twice as long as my relationship management team if possible," he says.