Exploiting the Tax Advisory Business Model

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Jul 25th 2019

This guide will be published in October, and you'll be the first to receive a copy by email when it's ready.

As many tax preparers realize the scale of the opportunity that providing proactive tax advice to their clients presents, more and more are following that path.

But how do you get started? 

This guide will walk you through the key areas that clients are most likely to need help with and spells out how you can provide the most support including:

  • The Tax Cuts and Jobs Act (TCJA)
  • S-Corp/C-Corp decisions
  • Sales Tax and the implications of the Wayfair ruling
  • Section 199A
  • Cannabis Taxation

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