Whether serving existing clients or courting prospects, the tax return gives an advisor a consistent tool to understand where a person is financially and what opportunities might be available to them.

"It's very important for any advisor to make sure to tell their clients to always, always pay attention to what is on your tax return," she said. "The fact that you did not want to look at your ...

"We might audit your return and ask for information to verify your claimed dependents and credits." "Navigating a divorce can be an emotional experience for clients, and assisting them can likewise be ...