SALT PRACTICE: ARE YOU PROVIDING THE RIGHT TREATMENT TO YOUR CLIENT'S CONDITION?
Sep 4th 2013
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If you read my last post, you know that I was recently diagnosed with a hernia. Well, I had the surgery this week and am in the recovery stage. The surgery went well and I am resting at home with the help of pain medication. The hardest part is looking in the mirror and seeing all of my hard work from working out (20+ years) disappear. If you read my last post you know that I am a fitness addict. The 6 week rest/recovery period is going to drive me nuts. I haven't worked out for 2 weeks and I am already going crazy.
Whenever I receive medical treatment or visit the doctor, I often compare operating a medical practice to operating a state and local tax practice. For example, both have the following in common:
Examination and testing
Treatment (which may involve the assistance of further specialists)
Types of treatment may include:
Over the Counter (OTC) / Prescriptions
Less complex tax research questions
More complex tax research questions
Major projects such as restructuring
Audits / Appeals
Last minute transaction tax planning
Loss Prevention or Preventative Medicine
Pre-return filing planning
The Doctor/Patient relationship is very similar to a tax professional/client relationship in that success is often determined based on listening and understanding the facts and circumstances surrounding the problem.