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Ep 45: Should You Add Tax Services to Your Practice?
Ep 45: Should You Add Tax Services to Your Practice?
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, I’m joined by Chelsea Rustek, EA, a tax expert specializing in individual and small business tax preparation. With a background in stock options compensation and IPOs, Chelsea brings valuable insight into mitigating tax risks and burdens for clients.
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Financial Advisors Want to Know: Should You Add Tax Services to Your Practice?
Ep. 45 | Guest: Chelsea Rustek
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, I’m joined by Chelsea Rustek, EA, a tax expert specializing in individual and small business tax preparation. With a background in stock options compensation and IPOs, Chelsea brings valuable insight into mitigating tax risks and burdens for clients.
Key Takeaways:
✅ Bridging Compliance & Advising – The value of having expertise in both tax and financial advising.
✅ Enhanced Client Outcomes – How integrating tax and financial advising improves client service.
✅ Firm-Wide Impact – The long-term benefits of expanding tax knowledge within your practice.
Connect with Chelsea
🌐 Website
🔗 LinkedIn (KB Financial Advisors)
🔗 LinkedIn (Chelsea Rustek)
📝 Blog
Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
📅 Looking for a more holistic approach to your taxes?
☕ Book a 15-minute coffee chat with Catherine:
👉 Schedule Here
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🌐 Visit Us: DominionES.com
