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7 ways to attract and win new tax clients

ThomsonReuters

One significant trend sweeping the tax profession is the rise of value-added services. 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.

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

ThomsonReuters

In the world of tax and accounting, advisory services include providing insights and strategies that help your clients build their business strategy, enhance decision-making, and successfully achieve their financial goals. Why make the shift to advisory? Meaningful insight for them—and long-term growth and revenue opportunities for you.