{"id":16393,"date":"2019-06-10T08:00:38","date_gmt":"2019-06-10T13:00:38","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=16393"},"modified":"2019-08-05T13:21:19","modified_gmt":"2019-08-05T18:21:19","slug":"resources-to-educate-your-clients-on-taxes-and-finances","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/","title":{"rendered":"Resources to Educate Your Clients on Taxes and Finances"},"content":{"rendered":"

As you lean into advisory services<\/a>, you may be looking for more ways to help educate your clients on their business and personal finances. The type of education you pass on to your clients will depend on the types of advisory services you offer \u2013 be it tax planning, cash flow advisory services, technology advisory services or perhaps security advisory services.<\/p>\n

While we can\u2019t cover the gamut in a single article, we will cover some helpful resources on taxes and general financial wellness. Consider sharing these resources or the content within them with your clients in a newsletter, on your website or even via occasional one-off emails to let them know you\u2019re thinking of them beyond tax season.<\/p>\n

Intuit\u00ae Mint Life Blog<\/b><\/a><\/p>\n

Our friends at Intuit Mint offer a range of personal finance news and advice in their blog that may be helpful for your individual clients. Topics range from saving, budgeting and how to manage credit, to creating a financial plan and even negotiating your salary.<\/p>\n

The IRS<\/b><\/p>\n

The IRS has many resources to help your clients stay educated about taxes. The IRS offers resource centers specifically for businesses<\/a> as well as for individuals<\/a>.<\/p>\n

The QuickBooks\u00ae Resource Center<\/b><\/a><\/p>\n

The QuickBooks Resource Center offers free tools, guides, articles and more for your small business clients who are looking to start, grow and\/or manage their businesses. While there are occasional QuickBooks updates on this site, it goes far beyond the product to help give business owners the resources they need to succeed, with topics ranging from cash flow and budgeting to marketing and human resources.<\/p>\n

The Small Business Administration<\/b><\/p>\n

Of course, the U.S. Small Business Administration (SBA) has several resources to help small businesses. Check out the SBA blog<\/a>, which claims to offer \u201cperspectives, news, and practical information for small businesses,\u201d as well as the SBA\u2019s quarterly National Resource Guide<\/a>, which offers information on topics like raising capital, contracting and training.<\/p>\n

Small Business Publications<\/b><\/p>\n

Stay tuned to the latest articles in small business publications for helpful resources to pass along to your clients. Some publications targeted at small businesses include Inc.<\/i>,<\/a> Entrepreneur<\/i><\/a>, Bloomberg BusinessWeek<\/i><\/a> and SmallBizDaily<\/i><\/a>.<\/p>\n

Intuit\u00ae ProConnect\u2122<\/b><\/p>\n

Don\u2019 forget about us! The ProConnect team also offers a number of materials to help you educate your clients . Check out these client resources<\/a> on the Tax Pro Center, as well as the client-facing materials section of the Tax Reform Resource Center<\/a>.<\/p>\n

Do you have any great resources you share regularly with your individual or small business clients? Please leave a comment below and let us know!<\/p>\n","protected":false},"excerpt":{"rendered":"

Get a list of websites, publications and other resources to educate your individual and small business clients on tax and finances.<\/p>\n","protected":false},"author":106654179,"featured_media":10676,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":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":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","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,"jetpack_post_was_ever_published":false},"categories":[561584],"tags":[646041722,10585],"intuit_collection":[],"intuit_series":[],"coauthors":[509474239],"class_list":["post-16393","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships","tag-client-resources","tag-small-business"],"header_image":"","yoast_head":"\nResources to Educate Clients on Taxes<\/title>\n<meta name=\"description\" content=\"A curated list of resources CPAs and tax pros can share with clients to boost financial literacy, explain tax obligations, and build stronger advisory relationships.\" \/>\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\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Resources to Educate Your Clients on Taxes and Finances - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"A curated list of resources CPAs and tax pros can share with clients to boost financial literacy, explain tax obligations, and build stronger advisory relationships.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/\" \/>\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=\"2019-06-10T13:00:38+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-08-05T18:21:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/05\/learn-and-lead1-e1535552574793.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"374\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Tara Stratton\" \/>\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=\"Tara Stratton\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/\"},\"author\":{\"name\":\"Tara Stratton\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dea2bf4a693d9feb5aca984f51f0abca\"},\"headline\":\"Resources to Educate Your Clients on Taxes and Finances\",\"datePublished\":\"2019-06-10T13:00:38+00:00\",\"dateModified\":\"2019-08-05T18:21:19+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/\"},\"wordCount\":437,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2016\\\/05\\\/learn-and-lead1-e1535552574793.jpg\",\"keywords\":[\"Client Resources\",\"small business\"],\"articleSection\":[\"Client Relationships\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/\",\"name\":\"Resources to Educate Clients on Taxes\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2016\\\/05\\\/learn-and-lead1-e1535552574793.jpg\",\"datePublished\":\"2019-06-10T13:00:38+00:00\",\"dateModified\":\"2019-08-05T18:21:19+00:00\",\"description\":\"A curated list of resources CPAs and tax pros can share with clients to boost financial literacy, explain tax obligations, and build stronger advisory relationships.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2016\\\/05\\\/learn-and-lead1-e1535552574793.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2016\\\/05\\\/learn-and-lead1-e1535552574793.jpg\",\"width\":655,\"height\":374,\"caption\":\"learn to lead\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/client-relationships\\\/resources-to-educate-your-clients-on-taxes-and-finances\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Resources to Educate Your Clients on Taxes and Finances\"}]},{\"@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:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/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:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dea2bf4a693d9feb5aca984f51f0abca\",\"name\":\"Tara Stratton\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"caption\":\"Tara Stratton\"},\"description\":\"Tara Stratton is a marketing manager for Intuit\u00ae Accountants, where she has worked since 2015. She earned her MBA from Southern Methodist University. In her free time, she enjoys running, camping, traveling, and spending time with her friends, family, and dog.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/tjstratton\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Resources to Educate Clients on Taxes","description":"A curated list of resources CPAs and tax pros can share with clients to boost financial literacy, explain tax obligations, and build stronger advisory relationships.","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\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/","og_locale":"en_US","og_type":"article","og_title":"Resources to Educate Your Clients on Taxes and Finances - Tax Pro Center | Intuit","og_description":"A curated list of resources CPAs and tax pros can share with clients to boost financial literacy, explain tax obligations, and build stronger advisory relationships.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2019-06-10T13:00:38+00:00","article_modified_time":"2019-08-05T18:21:19+00:00","og_image":[{"width":655,"height":374,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/05\/learn-and-lead1-e1535552574793.jpg","type":"image\/jpeg"}],"author":"Tara Stratton","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Tara Stratton","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/"},"author":{"name":"Tara Stratton","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dea2bf4a693d9feb5aca984f51f0abca"},"headline":"Resources to Educate Your Clients on Taxes and Finances","datePublished":"2019-06-10T13:00:38+00:00","dateModified":"2019-08-05T18:21:19+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/"},"wordCount":437,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2016\/05\/learn-and-lead1-e1535552574793.jpg","keywords":["Client Resources","small business"],"articleSection":["Client Relationships"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/","name":"Resources to Educate Clients on Taxes","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2016\/05\/learn-and-lead1-e1535552574793.jpg","datePublished":"2019-06-10T13:00:38+00:00","dateModified":"2019-08-05T18:21:19+00:00","description":"A curated list of resources CPAs and tax pros can share with clients to boost financial literacy, explain tax obligations, and build stronger advisory relationships.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2016\/05\/learn-and-lead1-e1535552574793.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2016\/05\/learn-and-lead1-e1535552574793.jpg","width":655,"height":374,"caption":"learn to lead"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/resources-to-educate-your-clients-on-taxes-and-finances\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Resources to Educate Your Clients on Taxes and Finances"}]},{"@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:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/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:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dea2bf4a693d9feb5aca984f51f0abca","name":"Tara Stratton","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","caption":"Tara Stratton"},"description":"Tara Stratton is a marketing manager for Intuit\u00ae Accountants, where she has worked since 2015. She earned her MBA from Southern Methodist University. In her free time, she enjoys running, camping, traveling, and spending time with her friends, family, and dog.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/tjstratton\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/05\/learn-and-lead1-e1535552574793.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-4gp","jetpack-related-posts":[{"id":29782,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/tax-advisory-price-process-and-getting-started\/","url_meta":{"origin":16393,"position":0},"title":"Tax advisory: price, process, and getting started","author":"Scott Cytron","date":"July 10, 2023","format":false,"excerpt":"Firms want to offer tax advisory, but many don't know how to begin. Get the inside track, tips, and more in this insightful article.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/07\/Advisory.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/07\/Advisory.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/07\/Advisory.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/07\/Advisory.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":26076,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/ask-the-expert-catherine-tindall-cpa\/","url_meta":{"origin":16393,"position":1},"title":"Ask the Expert: Catherine Tindall, CPA","author":"Jim Buffington, CPA","date":"July 22, 2022","format":false,"excerpt":"In this Q&A, learn how Catherine Tindall, CPA, created a tax advisory practice and why it brings higher-value work to her firm.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Ask the Expert","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Ask-the-Expert.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":26538,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/how-to-overcome-client-hesitation-when-it-comes-to-advisory-services\/","url_meta":{"origin":16393,"position":2},"title":"How to overcome client hesitation when it comes to advisory services","author":"Dominique Molina, CPA, MST, CPS","date":"September 8, 2022","format":false,"excerpt":"When it comes to offering advisory services to your clients, new and old, it\u2019s essential to start at step one: What does the client want? Dominique Molina, CPA, MST, CPS, explains.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/How-to-overcome-client-hesitation-when-it-comes-to-advisory-services-.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/How-to-overcome-client-hesitation-when-it-comes-to-advisory-services-.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/How-to-overcome-client-hesitation-when-it-comes-to-advisory-services-.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/How-to-overcome-client-hesitation-when-it-comes-to-advisory-services-.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":25931,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/top-client-accounting-and-advisory-service-resources\/","url_meta":{"origin":16393,"position":3},"title":"Top client accounting and advisory service resources","author":"Kiara Williams","date":"June 23, 2022","format":false,"excerpt":"Get a list of dynamic resources on client accounting services from Right Networks' Kiara Williams, and be sure to look at the promo for Hosting for Intuit\u00ae Lacerte\u00ae Tax and ProSeries\u00ae Tax.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Client Accounting Services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":24485,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/the-path-to-advisory-defining-your-tax-advisory-services\/","url_meta":{"origin":16393,"position":4},"title":"The Path to Advisory: Defining your tax advisory services","author":"Intuit Accountants Team","date":"December 6, 2021","format":false,"excerpt":"Build advisory services in your practice with a basic understanding of what kinds of services to offer.","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\/2021\/11\/Tax-Advisory-Services.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Advisory-Services.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Advisory-Services.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":17248,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-checklist-lead-with-tax-planning-and-advisory-services\/","url_meta":{"origin":16393,"position":5},"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":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/16393","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\/106654179"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=16393"}],"version-history":[{"count":8,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/16393\/revisions"}],"predecessor-version":[{"id":17131,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/16393\/revisions\/17131"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10676"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=16393"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=16393"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=16393"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=16393"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=16393"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=16393"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}