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7 ways to attract and win new tax clients

ThomsonReuters

Adding services in the areas beyond filing tax returns, such as accounting, payroll, bookkeeping, business planning, payroll and audit solutions, will always be services clients need. This transformational shift in mindset is critical to stay ahead of your competitors. 3) Boost your firm’s reputation. What is your firm’s vision?

Tax 105
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Capturing advisory opportunities: Where is your firm in its journey to advisory?

ThomsonReuters

If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust. Why make the shift to advisory?