2021, bookkeeping course and tax planning

Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

DECEMBER 10, 2023

Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ? While we’ve used terms like tax planning and tax advisory interchangeably because they feel similar, they are quite different—like fall and winter. Proactivity Tax planning is proactive.

tax planning

tax planning Tax tax preparation bookkeeping course

10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

AUGUST 31, 2023

ASE Group specializes in making the dollars make sense through solid recordkeeping, proactive tax planning, tax preparation, and year-round advisory support for entrepreneurs in New Jersey, New York, Connecticut, and Pennsylvania. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional.

quickbooks

quickbooks bookkeeping course Tax CPA

Accountant Advocate

Decoding the Difference: Tax Planning vs. Advisory

10 Ways to Help Gen X Clients Prepare for Retirement

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