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Tax advisory education

Keep expanding your tax advisory expertise with our library of resources.

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Learn how to

Get paid what you're worth

TBD, 2023

Dominique Molina

Dominique Molina
President of the American 
Institute of Certified Tax Planners

Featured resources

Get paid what you’re worth — Dominique Molina

Learn to master the art of getting paid for your expertise by adding tax advisory to your offering with this free webinar.

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Get started with your first tax advisory clients NOW

Watch this recorded webinar and learn how to use Intuit Tax Advisor to apply tax-saving strategies for your clients.

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Moving your practice to year-round recurring revenue

Review 3 key strategies for helping your firm earn steady income all year long.

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Need live help with your advisory plans?

Talk to one of our advisory consultants for feedback at 844-728-6862.

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The Path to Advisory: Positioning and pricing your advisory services

Learn about different pricing models and which to use.

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Setting your fees for advisory clients

Learn the considerations needed for your new fees.

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Mark Wickersham—You’re more valuable than you realize

How to avoid common pitfalls of value pricing.

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Ron Baker—Value pricing

Subscription pricing model for accountants and why timesheets are a thing of the past.

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7 tips for marketing advisory services to your clients

Plan your marketing strategy and secure your reputation.

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Growing advisory while keeping compliance’s value

Advisory is great, but compliance is the foundation. Learn how to balance the two as you shift toward advisory services.

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Positioning and pricing your advisory services

Learn about different advisory pricing models and which to use, and when.

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Defining your tax advisory services

There are many types of tax advisory services out there. This article will help you decide on the services you want to provide.

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Not finding what you're looking for?

Search Tax Pro Center for more helpful information and resources.

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4 big mistakes you can make when selling advisory services

Avoid pitfalls when leading with advisory with these tips.

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Creating a tax roadmap for your clients

Listen and learn about goal planning for your clients.

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Guide to increasing revenue with advisory—Part 1

Learn about choosing services, pricing, and more.

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Guide to increasing revenue with advisory—Part 2

Get actionable tips to getting advisory services started.

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Featured resources

The path to advisory

Get the comprehensive guide to leading with tax advisory services from the Intuit Tax Council.

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Leading with advisory services

The Intuit Tax Council members share their comprehensive tax advisory recommendations, strategies, and more.

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Not finding what you're looking for?

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Start offering tax advisory services for your clients

Develop personalized tax savings plans in less time and with less work using Intuit Tax Advisor.