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Why Relationships Still Matter in Tax—and Why the Industry Is at Risk Without Them
Tax Tips From a Former IRS Agent Claire Pelton Tax Tips From a Former IRS Agent Claire Pelton

Why Relationships Still Matter in Tax—and Why the Industry Is at Risk Without Them

In an industry racing toward scale, speed, and automation, Gabe’s message is quietly radical: relationships aren’t a soft skill in tax—they’re the foundation. And for clients who want to thrive, not just comply, choosing the right relationship may be the most important tax decision they make.

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