Intuit Tax Advisor

7 Intuit® Tax Advisor updates

Get a list of 7 new features and improvements for Intuit® Tax Advisor, a tax planning tool that integrates with Intuit ProConnect™ Tax and Lacerte® Tax.
October 2024 tax and compliance deadlines

October 2024 tax and compliance deadlines

Welcome to your October 2024 list of tax and compliance deadlines. October is an important month to finalize extensions and get ready for the rest of the calendar year.
Hispanic Accountant

Guía para cambiar de software y migrar datos

Los profesionales de impuestos saben que son administradores de los datos de sus clientes. Por lo tanto, deben garantizar un proceso de conversión de datos que haga hincapié en la precisión, la solidez y la rapidez del cambio de software para la empresa.
Cloud automation drives results for Three Peaks

Cloud automation drives results for Three Peaks

Find out how LaDell Eyre uses ProConnect Tax and cloud automation to make processes more efficient and meet his goal of offering more advisory and CFO services to a smaller number of clients.
Update: Tax breaks for victims of natural disasters

Tax relief for victims of Hurricane Helene

Get continuous updates on IRS filing deadline extensions due to natural disaster in the United States and its territories.
Tax advisory: Income shifting and entity planning

7 strategies for income shifting and entity planning

Income shifting has been used for decades to reduce a client's tax burden, but how current are you on the key strategies? Find out in this insightful article from Kristen Keats, CPA
Annual inflation adjustments for TY 2023 and 2024

Annual inflation adjustments for TY 2023 and 2024

Get a handy chart of year-over-year inflation adjustments on some higher impact provisions of the tax code, including mileage, deductions, and more. Nadia Rodriguez, CPA, created this for tax pros and their clients.
Handling complex client scenarios Vertical

Handling complex client scenarios

Happy Accountant Vertical

I like it when my clients …

Disengage Clients Vertical

How to disengage clients right after tax season

Large Tax Bills Vertical

How to communicate large tax bills to your clients

Protection Plus Vertical

Protection Plus: Peace of mind for notice resolutions

Ignition’s new report helps you deal with awkward…

15 marketing tools to retain your clients

How to talk to your clients about retirement

Videos

Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…

TRAINING VIDEOS

Featured Webinars

Join Intuit and industry experts to expand your expertise while earning CPE and CE credits. Learn at your own pace with both live and recorded webinar training.

Want to have tax updates, tips on offering advisory services, and more sent to your inbox?

Subscribe now to be notified of new posts by email.

Key Tools

Meet our Recent Authors