It all started with a DISCOVERY FORM!
We were delighted when Stephen Edwards at Cheltenham Tax Accountants and Debbie Hancock at Southbourne Accountancy Business services both shared their recent Tax Diagnostic success with us!
Read on to find out more.
GO DEBBIE!! (sound on 🔈🔈)
...IT ALL STARTED WITH THE DISCOVERY FORM
YOU CAN HAVE THIS SUCCESS TOO.
Download a copy of the Discovery Form from your user login area, start asking more questions and find tax savings for your client!
Log in: Go To Tax Diagnostic Resources > Deliver your Tax Review Services.
THANK YOU STEPHEN & DEBBIE ❤️❤️
Thank you again for sharing this insight with your fellow DTX'ers! 🙌
If you've got a success story you want to share with the community, send me a message, I love to find out what's working for you!