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?
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