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.
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 new to or considering using Intuit ProConnect Tax to prepare tax returns.
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group - Live Internet
Field of Study: Taxes - Technical
CPE: 1
CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
