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Individual Tax Returns: A Treasure Trove of Sales Ideas (Webinar Purchase)


Larry Fortenberry, CPA, will share with you a treasure trove of sales ideas located inside individual tax returns, specifically Forms W-2 and 1040 with their accompanying schedules.Reviewing the W-2 and 1040 with your prospects may be your first and only chance to create a relationship built on trust. If you don’t review their tax returns, you won’t know everything about them. But if you make the effort, you can uncover a treasure trove of sales opportunities for yourself, create the trust necessary for a long term relationship, and become an expert at uncovering problems and needs that will make you all the more valuable.