Sep 29th 2021

The Tax Planner’s Handbook

Adding tax advisory services to your practice can convert most of the compliance areas from reactive consulting to proactive advisory service
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How to Increase Net Revenue and Client Satisfaction with Tax Planning Advisory Services

Assert yourself as an expert with even the most independent of clients by working smarter, not harder. In this handbook, industry expert Randy Johnston, MCS explains why your firm would benefit from offering tax advisory services, along with the strategies and tools needed to implement for your firm.

What you'll learn

  • New Tax Planning Strategies to Make Work Easier
  • Technology Offerings and Which to Choose
  • How to Mesh Existing and New Services
  • Tax Planning Tools and Software Available

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