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December, 2023

managerial-accounting-tax

5 Tax Season Tactics to Grow Client Advisory Services

CPA Practice

DECEMBER 13, 2023

Tax season can be exhilarating for its intensity but stressful if your firm has all its balls in one court. Diversifying with tax-adjacent advisory services can add value to your existing clients, build recurring revenue streams and increase the likelihood of your tax clients returning next season. By Alex Loewenstein.

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Tax tax preparation managerial accounting bookkeeping

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