In this session, we’ll cover how to use Intuit Tax Advisor to scale tax planning and advisory services. The Intuit platform enables professionals to seamlessly integrate client bookkeeping, income tax preparation, and tax advisory services, automating more of the compliance activities to help you focus on higher-valued tax advisory services.
Learn how to identify planning clients, create quarterly estimated tax projections, and comprehensive tax saving plans with strategies.
Learning objectives:
By completing this session, you will understand how to:
-
Extend tax preparation services to deliver tax planning services
-
How to learn more about using tax strategies
-
How to identify advisory clients from tax return data
-
How to create a quarterly estimated tax plan
-
How to create a tax plan with strategies
-
Scale your practice by streamlining your workflow and expanding your services.
WHO SHOULD ATTEND?
Anyone who prepares tax returns and advises clients
Course Level: Basic
Course Length: 60 Minutes
Field of Study: Taxes - Technical
CPE: 1
CE: 0
