Digital CPA Conference 2018

DCA1814 - Expanding Your Role in the Lives of Your Tax Clients

Dec 4, 2018 11:35am ‐ Dec 4, 2018 12:25pm


Description

It is the year of major tax reform and your clients have a million questions. Don't give away the most valuable thing you do - advising! It’s time to make the transition from tax return preparation to future-facing advisory services, with the tax return as the bi-product. Set up your appointments differently, staff those appointments differently. Ask yourself: Is the fee you receive for the tax return or for the client’s engagement with you?

Learning Objectives:

1. Explore ways in which your tax expertise gives you the credibility to expand the financial discussion with clients

2. Learn how to use the tax return as a launching point for additional services

3. Learn how digital tools can open the door to a year-round relationship with your tax clients

Speaker(s):

Tags: Leadership

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