
011. 5 Tips to Deliver Investor K-1s Faster
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About this listen
- Delays in delivering financials, processing owner information, and obtaining third-party reports can hinder the timely delivery of K-1s.
- Having a clear timeline and effective communication with the tax team can help overcome roadblocks.
- Choosing the right CPA firm that has efficient workflow management systems and prioritizes timely completion of returns is crucial.
- Notion automation and Markdown can streamline workflow and improve efficiency in managing tasks and documents.
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