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5 Tax Season Tactics to Grow Client Advisory Services

CPA Practice

Tax season can be exhilarating for its intensity but stressful if your firm has all its balls in one court. Diversifying with tax-adjacent advisory services can add value to your existing clients, build recurring revenue streams and increase the likelihood of your tax clients returning next season. By Alex Loewenstein.

Tax 106
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How Accounting and Tax Pros Can Help Clients Strategize on Social Security

CPA Practice

Here’s what you need to know: If the individual works for an employer, the Social Security tax is withheld from the paycheck and gets reported by their employer through payroll taxes. It is important to note that if the individual is receiving a W-2, the individual and their employer each share the tax burden of 6.2%.

Tax 116
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Accounting Technologies: The 2023 Annual Guide

Ryan Lazanis

Tip 3: Opt for Cloud Tax Software All the benefits that I listed for cloud services apply to tax software as well. Tip 3: Opt for Cloud Tax Software All the benefits that I listed for cloud services apply to tax software as well. In this example, we have provided the software with facts on a given tax issue.

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Learn When Your Should Outsource Your Accounting

xendoo

Getting behind in your books can leave you frantically preparing for tax season. Outsource accounting services can help you stay up-to-date on your books, compliant with regulations, and firmly in control of your company’s financial future. Forensic accounting. Managerial accounting. Tax preparation.

Account 98