Tearsheet Podcast: Exploring Financial Services Together cover image

The Acquire Podcast Ep. 15: Lili's making taxes sexy one IRS Cocktail at a time

Tearsheet Podcast: Exploring Financial Services Together

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Tax Optimizer

Dake: Tax optimizer is not just about rolling out a new product, but really honing in on your mission and fine tuning the customer base. Dake said, i focusing on taxes and not the obvious, no monthly fee, like honey trap. Youre you're risking losing a lot of customers in exchange for having the right customers and serving them in the best way possible.

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