SOP2408. Tax Practice Makeover: Transforming your practice with year-round advisory services

In today’s dynamic tax environment, staying ahead requires more than just seasonal tax preparation. This session is designed to provide tax practitioners with innovative strategies to enhance their practice by incorporating year-round tax advisory services. Attendees will learn how to leverage resources and tools to foster proactive client conversations, ultimately leading to improved client satisfaction and practice growth. Join us to discover actionable ideas and best practices that will transform your tax practice into one with comprehensive advisory services.

Learning Objectives:

• Identify key strategies for year-round tax advisory services including understanding the benefits of offering year-round services.
• Apply effective client communication techniques, including examples of how proactive planning has provided savings.
• Apply techniques to enhance practice efficiency and client satisfaction.
• Analyze best practices and success stories for integrating advisory services.