We’ve covered the “3 P’s of Tax Planning” a couple of times on the TaxPlanIQ blog. In part one, it was the overview of the system. Part two covered how people play an integral role…
Read MoreRunning an accounting firm is a lot like running any other business. You have to wear many hats, be able to delegate and manage effectively, and always be looking for ways to impro…
Read MoreYou start a firm, set your services, decide your fees, and (finally) find clients. Right?
Read MorePutting together a tax plan isn’t always easy. Then, once your plan is together, you have to find a way to explain to your client that working with you is the best way to optimize …
Read MoreA tax plan requires a bit more care and thought than simply filing a client’s return. It involves taking a deeper look at their tax nexus, income, entities, and other details.
Read MoreOk, let’s do a little exercise. Think of the phrase “sales rep.”
Read MoreWhen it comes to taxes, things can get complicated fast—even for the most educated accountant.
Read MoreTax planning software helps you develop strategies that save your clients money, but you must choose the best software for your firm.
Read MoreDo you sleep well knowing your clients are your biggest fans? Or do you toss and turn wondering if, at any moment, you’ll lose them?
Read MoreIn today’s TaxPlanIQ Case Study, we hosted a question and answer session. We walked through some technical questions and how to set plans for landing more advisory clients.
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