CPA Practice

DECEMBER 13, 2023

The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your tax planning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.

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Tax tax preparation managerial accounting bookkeeping 106

Ryan Lazanis

MAY 24, 2023

Tip 3: Opt for Cloud Tax Software All the benefits that I listed for cloud services apply to tax software as well. Over and above just automating completion of tax forms, however, we’ll also start to see tax planning become an automated technology, which is discussed later on in this article.

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Technology Account accountant accounted 98

xendoo

OCTOBER 20, 2021

Outsource accounting firms can often provide experience in unique areas such as: Personal financial planning and assistance. Forensic accounting. Managerial accounting. Tax preparation. Tax Planning. IT auditing. Non-profits. Running your company is job number one. Get Paid Faster.

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