Advisory Services

tax reform for families

Addressing your clients’ future needs with proactive tax planning

Alejandra Matias

Alejandra Matias, EA, on the benefits of bundled services

Young tax and accounting clients

Why do we lead with tax planning? The role of the Certified Tax Coach

Tax professionals

Creating an advisory workflow in the cloud

tax matters for self-employed people

Setting up an advisory “gig” in the gig economy

tax practice client review

4 best practices for today’s tax firm

tax and accounting clients

Flipping the switch on advisory services during tax season

Yusuf Balogun, CPA

Yusuf Balogun, CPA, on artificial intelligence and advisory services

Chris Picciurro, CPA

Chris James, JD, and Christopher Picciurro, CPA/PFS, MBA, ARA, on the impact of the cloud on client services

Bundled services

How to deliver bundled services

client meeting

Advisory services: business tax strategy checklist

Jim Buffington, CPA

Jim Buffington, CPA, on advisory services and the future of the tax profession