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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations.

Taxes 52
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Implement Digital Documentation for Client’s Onboarding

BlueMind

As is the case with all professional service providers, one of the most daunting and demanding tasks for financial advisors is staying on top of the paperwork when initiating a relationship with their new clients.