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Getting started with Tax Advisor

Will_Intuit
Intuit Alumni

Getting started with Tax Advisor


Here's how to get started:


Step 1 - Sync your clients


For Lacerte, follow the help article to Sync your Lacerte clients to Intuit Tax Advisor or learn from this video here

For ProConnect, your clients will sync after you sign in to Intuit Tax Advisor.


Step 2 - Identifying your tax advisory client


What types of clients should you start with?

  • Pick a client that listens to advice that you offer, one who actively asks you financially related questions 
  • Think of clients that have pushed business your way and trust you
  • Review clients with the best potential savings. See How to identify clients for advisory in Intuit Tax Advisor

 

Step 3 - With your first potential client, create a tax plan


Select the Pre-strategy baseline tab, where you can review the amounts imported from the return, and make changes to the Baseline column. What will be different between 2024 and 2025? Apply Insights and Strategies to discover potential savings for your client. 

For more step-by-step guidance, please see Create plans with Intuit Tax Advisor

Learn how to create custom strategies with this interactive demo. 


Step 4 - Continue your education about growing your advisory services

 

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