Taxes are on everyone’s mind these days. One of Biltmore Financial’s three core pillars is tax planning and management, and we have a secret to share about it.
In this episode, John shares the details about the one-of-a-kind tax planning and tax management software Biltmore Financial uses to serve their clients. He explains how this technology is helping their clients potentially save money in tax dollars.
- What this tax planning software is, what it does, and how it’s used to benefit clients
- How the tax planning tool has helped build trust with clients
- The type of technology this software uses to ensure the accuracy of data
- What safety measures are in place to protect clients’ confidential information
- And more!
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