{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/6bc97d9075ae43ad82ff3a7722f22345\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/6bc97d9075ae43ad82ff3a7722f22345-f294b4a6229369f6.gif","duration":528.4,"title":"From Tax Processing to Strategic Education","description":"This Loom explains a shift from basic tax processing to proactive tax strategy and personalized education using Anna Santamaria’s Bay Area Tax Services as a case study. It contrasts the passive shoebox method with proactive planning, ongoing client education, and highly specialized tax support without bookkeeping and without forming corporate entities. The firm offers fixed pricing for seniors on pensions or Social Security and leveraged newer senior tax deductions, helping many clients owe nothing, while also educating seniors on AI-related scam awareness. Anna serviced 1,400 people this tax season, with nearly 50 percent of appointments moving to phone and virtual visits via a three-step secure portal workflow."}