Be prepared to answer the following:

4. You are a new tax accountant. A potential client would like to meet with you to discuss your tax preparation and planning services.

A couple, with 1 child in college owns two homes, one in the city and one about 2 hours away on the beach. Both taxpayers are employed full time and would like to retire in the next 5 years.

Before your meeting, prepare a list of tax opportunities or tax issues to highlight with your potential clients. Choose 3 items from your list of tax opportunities or tax issues and expand on them, preparing a short write up on each item that you will share with the potential client.