Decoding the Difference: Tax Planning vs. Advisory
CPA Practice
DECEMBER 10, 2023
By Al-Nesha Jones, CPA, MBA. Education and focus Tax planning’s primary focus is on minimizing taxes and tax season surprises. Since the cadence is typically less frequent than tax advisory, there is less emphasis on educating the client. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional.
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