{"id":13944,"date":"2018-10-11T08:00:45","date_gmt":"2018-10-11T13:00:45","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=13944"},"modified":"2023-08-22T11:09:18","modified_gmt":"2023-08-22T16:09:18","slug":"5-steps-to-advisory-workflow","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-steps-to-advisory-workflow\/","title":{"rendered":"Tax practice of the future: 5 steps to achieving an advisory workflow"},"content":{"rendered":"

 <\/p>\n

No one likes paying taxes. However, I believe that taxpayers like surprises even less. There\u2019s nothing worse than a client coming in and being stunned by the amount they owe. I\u2019ve heard in response, \u201cWas there anything we could have done?\u201d and \u201cWhen there was a big tax bill surprise, I felt it was my fault!\u201d If I had only known the changes happening in these clients\u2019 lives when it happened, I could have helped \u2013 maybe not reduce the actual tax in all cases, but at least help clients be aware and prepare for their coming tax bill.<\/p>\n

About three years ago, we decided to change that awful feeling by becoming not just tax preparers, but proactive tax planners. We now help our clients see what impact their current year activity will have on the tax return that will be filed in April the following year. What a difference it makes for our clients! There are no surprises at tax time, and we can help them make decisions today to potentially reduce their tax burden in the future.<\/p>\n

We encourage clients to let us know about major upcoming or current life events, including the birth of a child, purchasing a new home, a change in jobs, an upturn or downturn in their business, an inheritance, or other things that may affect their taxes or their finances. Knowing the impact of their decisions and life events keeps them \u2013 and us \u2013 informed of what they will owe and gives them time to make a change, such as increasing their estimated tax payments, filling out a new W-4 or creating a retirement account.<\/p>\n

Here are the steps that can take you from a reactive tax preparation firm to a proactive tax planning and preparation firm.<\/p>\n

    \n
  1. Decide: <\/strong>This may seem like a simple step, but until you decide to do this, nothing will happen.<\/li>\n
  2. Learn the software: <\/strong>Intuit\u00ae ProConnect\u2122 professional tax software (I use ProSeries\u00ae) integrate a built-in tool designed for tax planning. Take the time to use and understand it. Intuit offers free training<\/a> on this topic! In addition, using QuickBooks\u00ae Online Accountant<\/a> has made it easy and efficient to consistently have visibility into my small business clients\u2019 operations and profits, which enables me to give more accurate tax estimates while instilling confidence in my clients.<\/li>\n
  3. Get the word out<\/strong>. Once we learned of the ProSeries Tax Planner, we got excited. We called clients to let them know we now offered this service. Would they be interested? The answer often was, \u201cYES! I didn\u2019t know you even do this!\u201d With the Tax Cuts and Jobs Act<\/a>, now is the perfect time to get every client in your office ready for a tax planning session. Ensure your clients learn of the changes and what it means for their taxes from you \u2013 not a Facebook post or some ill-informed source. You are the expert. You can tell them how tax reform impacts them, demonstrating qualitative value as their trusted advisor.<\/li>\n
  4. Offer tax planning\/advisory work as an add-on when preparing the tax returns: <\/strong>Once the tax return is done, we offer the option of a planning session before the next year-end. We bundle the services, meaning if the client chooses to take advantage of the offer early, they benefit from a lower-cost package. This option includes phone calls throughout the year so we can answer questions they may have, which further enables our clients to leverage us as advisors. We were concerned clients would constantly call to ask anything and everything. Good news: they don\u2019t!<\/li>\n
  5. Schedule it on the calendar. <\/strong>Now is the time to start these planning sessions. In our office, we calculate an hour per session. It\u2019s not a huge investment of time, but the dividends for your client-and your firm-s are significant.<\/li>\n<\/ol>\n

    How many other tax and accounting firms offer advising and tax planning services like ours? Not enough! When we started getting the word out,<\/p>\n

    The phone started ringing with new prospects. They knew one of our clients and heard we offer this service. Their \u201cold\u201d accountant never offered this advisory and tax planning approach. Would we do this for them?<\/p>\n

    The bonus we didn\u2019t expect is we now have even stronger relationships with our clients. We know them more as people \u2013 not just as tax clients. We can share their successes, failures, good times and bad. We make a difference in their lives throughout the year, not only in tax season. The phrase \u201cPeople don\u2019t care how much you know until they know how much you care\u201d is true!<\/p>\n

    We are excited to see more and more accountants becoming proactive planners and preparers. It\u2019s happening because clients want it, and now you can offer it. Leave a comment below \u2013 I look forward to hearing how you implemented tax planning services into your firm and how it\u2019s having a positive impact on your clients and you.<\/p>\n

    Editor\u2019s note<\/strong>: Learn about the Tax Planner for Intuit\u00ae ProConnect\u2122 Tax Online<\/a>, Lacerte\u00ae and ProSeries\u00ae<\/a> professional tax products.<\/p>\n","protected":false},"excerpt":{"rendered":"

    In this article, Debra Kilsheimer discusses the workflow steps reactive tax preparation practices can take to become proactive tax planning and preparation practices.<\/p>\n","protected":false},"author":115429426,"featured_media":10735,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873,116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474262],"class_list":["post-13944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","category-practice-management"],"header_image":"","yoast_head":"\nTax practice of the future: 5 steps to achieving an advisory workflow - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-steps-to-advisory-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax practice of the future: 5 steps to achieving an advisory workflow - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"In this article, Debra Kilsheimer discusses the workflow steps reactive tax preparation practices can take to become proactive tax planning and preparation practices.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2018-10-11T13:00:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T16:09:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"371\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Debra Kilsheimer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Debra Kilsheimer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/\"},\"author\":{\"name\":\"Debra Kilsheimer\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/1e7b4fde05ef546104c1063002106e68\"},\"headline\":\"Tax practice of the future: 5 steps to achieving an advisory workflow\",\"datePublished\":\"2018-10-11T13:00:45+00:00\",\"dateModified\":\"2023-08-22T16:09:18+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/\"},\"wordCount\":855,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/11\\\/tax-pro-and-clients-e1535552485382.jpg\",\"articleSection\":[\"Advisory Services\",\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/\",\"name\":\"Tax practice of the future: 5 steps to achieving an advisory workflow - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/11\\\/tax-pro-and-clients-e1535552485382.jpg\",\"datePublished\":\"2018-10-11T13:00:45+00:00\",\"dateModified\":\"2023-08-22T16:09:18+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/11\\\/tax-pro-and-clients-e1535552485382.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/11\\\/tax-pro-and-clients-e1535552485382.jpg\",\"width\":655,\"height\":371,\"caption\":\"Mature man handshaking with partner after striking a business deal\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/5-steps-to-advisory-workflow\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Tax practice of the future: 5 steps to achieving an advisory workflow\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/IntuitAccountants\",\"https:\\\/\\\/x.com\\\/IntuitAccts\",\"https:\\\/\\\/www.instagram.com\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/1e7b4fde05ef546104c1063002106e68\",\"name\":\"Debra Kilsheimer\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/78b84635ddf676896cc7fea09b10e0b93825e8f8f50f6e4d5babb0ea99ad9fcb?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/78b84635ddf676896cc7fea09b10e0b93825e8f8f50f6e4d5babb0ea99ad9fcb?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/78b84635ddf676896cc7fea09b10e0b93825e8f8f50f6e4d5babb0ea99ad9fcb?s=96&d=identicon&r=g\",\"caption\":\"Debra Kilsheimer\"},\"description\":\"Debra is a partner in Behind the Scenes Financial Services with her husband, Harold Hickey. Debbie believes that accounting can change lives; when you know your numbers, you change your future. She's been working in accounting since a little girl. In the evenings, her dad prepared tax returns. When other fathers were throwing baseballs to their kids, Debbie's dad was teaching her what goes on a Schedule A! Debbie has been an Insightful Accountant Top 100 ProAdvisor\u00ae for the past three years. In 2015, she was recognized as a Top 10 ProAdvisor, and Behind the Scenes was honored as an Intuit\u00ae Firm of the Future. She's a Certified Advanced ProAdvisor in QuickBooks\u00ae Desktop and Online. In her spare time, she plays the violin and is concertmaster of the Volusia Community Symphony. Debbie and Hal live in Port Orange, Fla.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/debrakilsheimertax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Tax practice of the future: 5 steps to achieving an advisory workflow - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-steps-to-advisory-workflow\/","og_locale":"en_US","og_type":"article","og_title":"Tax practice of the future: 5 steps to achieving an advisory workflow - Tax Pro Center | Intuit","og_description":"In this article, Debra Kilsheimer discusses the workflow steps reactive tax preparation practices can take to become proactive tax planning and preparation practices.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2018-10-11T13:00:45+00:00","article_modified_time":"2023-08-22T16:09:18+00:00","og_image":[{"width":655,"height":371,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg","type":"image\/jpeg"}],"author":"Debra Kilsheimer","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Debra Kilsheimer","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/"},"author":{"name":"Debra Kilsheimer","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/1e7b4fde05ef546104c1063002106e68"},"headline":"Tax practice of the future: 5 steps to achieving an advisory workflow","datePublished":"2018-10-11T13:00:45+00:00","dateModified":"2023-08-22T16:09:18+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/"},"wordCount":855,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg","articleSection":["Advisory Services","Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/","name":"Tax practice of the future: 5 steps to achieving an advisory workflow - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg","datePublished":"2018-10-11T13:00:45+00:00","dateModified":"2023-08-22T16:09:18+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg","width":655,"height":371,"caption":"Mature man handshaking with partner after striking a business deal"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/5-steps-to-advisory-workflow\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"Tax practice of the future: 5 steps to achieving an advisory workflow"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/IntuitAccountants","https:\/\/x.com\/IntuitAccts","https:\/\/www.instagram.com\/intuitaccountants\/?hl=en","https:\/\/www.linkedin.com\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/1e7b4fde05ef546104c1063002106e68","name":"Debra Kilsheimer","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/78b84635ddf676896cc7fea09b10e0b93825e8f8f50f6e4d5babb0ea99ad9fcb?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/78b84635ddf676896cc7fea09b10e0b93825e8f8f50f6e4d5babb0ea99ad9fcb?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/78b84635ddf676896cc7fea09b10e0b93825e8f8f50f6e4d5babb0ea99ad9fcb?s=96&d=identicon&r=g","caption":"Debra Kilsheimer"},"description":"Debra is a partner in Behind the Scenes Financial Services with her husband, Harold Hickey. Debbie believes that accounting can change lives; when you know your numbers, you change your future. She's been working in accounting since a little girl. In the evenings, her dad prepared tax returns. When other fathers were throwing baseballs to their kids, Debbie's dad was teaching her what goes on a Schedule A! Debbie has been an Insightful Accountant Top 100 ProAdvisor\u00ae for the past three years. In 2015, she was recognized as a Top 10 ProAdvisor, and Behind the Scenes was honored as an Intuit\u00ae Firm of the Future. She's a Certified Advanced ProAdvisor in QuickBooks\u00ae Desktop and Online. In her spare time, she plays the violin and is concertmaster of the Volusia Community Symphony. Debbie and Hal live in Port Orange, Fla.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/debrakilsheimertax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-3CU","jetpack-related-posts":[{"id":25873,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/must-have-ways-to-provide-tax-advisory-services-to-clients\/","url_meta":{"origin":13944,"position":0},"title":"5 must-have ways to provide tax advisory services to clients","author":"David K. Boatswain, CPA","date":"June 14, 2022","format":false,"excerpt":"If you're hesitant to move from tax compliance to tax advisory, here are five great ways from David K. Boatswain, CPA, to make the move happen.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Tax Advisory","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Tax-Advisory.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Tax-Advisory.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Tax-Advisory.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Tax-Advisory.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":17248,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-checklist-lead-with-tax-planning-and-advisory-services\/","url_meta":{"origin":13944,"position":1},"title":"Advisory Checklist: Lead with tax planning and advisory services","author":"Jim Buffington, CPA","date":"August 29, 2019","format":false,"excerpt":"If you want to strengthen your advisory services but don't know what steps to take, check out this checklist and take the steps to lead with advisory in your tax and accounting practice.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"financial planning","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15034,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/tax-pros-for-reel-how-do-you-think-offering-advisory-services-provides-additional-value-to-your-clients\/","url_meta":{"origin":13944,"position":2},"title":"Tax Pros for Reel: How do you think offering advisory services provides additional value to your clients?","author":"Intuit Accountants Team","date":"July 3, 2019","format":"video","excerpt":"How will the addition of advisory services to your practice benefit you and your tax clients? Find out what your peers had to say in this short video.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Tax advisory services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Advisory-services-e1550854265575.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Advisory-services-e1550854265575.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Advisory-services-e1550854265575.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":27575,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/shifting-your-practice-from-compliance-to-advisory\/","url_meta":{"origin":13944,"position":3},"title":"Shifting your practice from compliance to advisory","author":"Intuit Accountants Team","date":"January 5, 2023","format":false,"excerpt":"Tax practices are primarily built on the premise that all people need tax advice to file tax returns. This is also known as tax compliance. Many firms have tried to push for a focus to move away from compliance and into advisory. Even within other audit CPA firms, most are\u2026","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Advisory Services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/12\/Shifting-your-practice-from-compliance-to-advisory-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/12\/Shifting-your-practice-from-compliance-to-advisory-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/12\/Shifting-your-practice-from-compliance-to-advisory-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/12\/Shifting-your-practice-from-compliance-to-advisory-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":31862,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/decoding-the-difference-tax-planning-vs-advisory\/","url_meta":{"origin":13944,"position":4},"title":"Decoding the difference: Tax planning vs. advisory","author":"Al-Nesha Jones, CPA, MBA","date":"December 8, 2023","format":false,"excerpt":"Tax planning and tax advisory are bandied around, but what do they really mean? Find out in this article from Al-Nesha Jones, CPA, MBA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Decoding the difference: Tax planning vs. advisory","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Decoding-the-difference-Tax-planning-vs.-advisory-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Decoding-the-difference-Tax-planning-vs.-advisory-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Decoding-the-difference-Tax-planning-vs.-advisory-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Decoding-the-difference-Tax-planning-vs.-advisory-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":14016,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-practice-of-the-future-3-steps-to-increase-advisory-services\/","url_meta":{"origin":13944,"position":5},"title":"Tax practice of the future: 3 steps to increase advisory services","author":"Jim Buffington, CPA","date":"November 28, 2018","format":false,"excerpt":"This article focuses on three critical steps future-focused tax practices can take to increase their advisory services.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"tax practice of the future","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/13944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/115429426"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=13944"}],"version-history":[{"count":12,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/13944\/revisions"}],"predecessor-version":[{"id":25533,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/13944\/revisions\/25533"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10735"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=13944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=13944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=13944"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=13944"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=13944"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=13944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}