{"id":24288,"date":"2021-11-08T06:00:25","date_gmt":"2021-11-08T12:00:25","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24288"},"modified":"2023-08-22T11:08:17","modified_gmt":"2023-08-22T16:08:17","slug":"introduction-to-tax-advisory-year-round-proactive-planning-is-key","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/","title":{"rendered":"Introduction to tax advisory: Year-round proactive planning is key"},"content":{"rendered":"

When it comes to delivering the return to our clients, we often have the conversation with them about minimizing their tax liability for next year, which seems to align with the offering of a tax planning service. The primary goal of tax planning is to project taxable income, adjust the tax estimates, and avoid penalties or surprises at tax time. However, one of the challenges we face with traditional tax planning is that it does not communicate tax savings or your expertise as an advisor.<\/p>\n

Tax advisory standardizes tax strategies, communicates the tax savings, and, most importantly, empowers your clients to reach their financial goals<\/a>.<\/p>\n

When we think about traditional tax planning, we usually start with a tax prep mindset, then follow up with a reactive search for tax deductions and meet with our clients once a year. However, with tax advisory, we start with understanding our clients\u2019 goals, identify proactive strategies that power prosperity, and meet with our clients throughout the year.<\/p>\n

Today\u2019s legislative and business environment creates a perfect opportunity to add tax advisory to your practice. The Internal Revenue Code had not changed in 20 years; as a result, the model in accounting has been compliance, first, with firms often neglecting to deeply develop their planning and advisory capacities. However, with all of the recent tax law changes, taxpayers have increased communication with their tax preparers. They simply have more questions.\u00a0<\/span><\/p>\n

We are realizing how much work we are already doing that falls into the \u201cadvisory<\/a>\u201d category, and this is why advisory is valuable to your business and clients. The result? Today\u2019s environment creates an opportunity to add tax advisory and is the perfect time to start empowering our clients!<\/p>\n

Firms that add tax advisory are not only focused on improving the bottom line or striving to be on the cutting edge, but adding tax advisory also benefits the tax professional. The work-life balance<\/a> in the tax and accounting profession during tax season is not the best. We have long working hours, hundreds of clients, compressed workflows, and tight deadlines \u2013 and it doesn\u2019t allow for much of a life outside of work. Generally, today\u2019s generation<\/a> is determined to carve out a balance that not only allows them to have a life outside of the office, but also to focus the time they do spend in the office \u2013 or working remotely \u2013 on truly meaningful work and having in impact on their community.<\/p>\n

Advisory models naturally lend themselves to a narrower client base, with tax professionals providing more service to fewer clients instead of the other way around. This approach requires more specialization and building a partnership with your clients. As a result, this provides tax professionals with the work-life balance they need, and ultimately drives up the bottom line.<\/p>\n

\"GoalsWhen you add tax advisory to help your clients reach their financial goals, you will still do compliance, preparation, sales, and other practice management activities, but now you will be able to monetize your expertise instead of just your time. This is the pivotal component that starts with this mind shift to advisory \u2013 and tax advisory is a great place to start. However, adding a new service to your business model should be done in a strategic, planned, and organized way. A great tool to add a new service is by building an Alignment Triangle<\/b>. An Alignment Triangle helps you build your business model when you add tax advisory.<\/p>\n

To create your Alignment Triangle, follow these six steps:<\/p>\n

    \n
  1. Start with creating your mission<\/b> statement, or revising it if you have one in place. A mission statement helps an organization define its purpose. A good mission statement should be concise, clear, and easy to articulate what\u2019s unique about the organization.<\/li>\n
  2. State your values<\/b>. The values are those that connect with you personally and are part of the culture you want to drive in your organization. Your values will set the tone of what clients you want to attract, or maybe the business industry you would like to specialize in.<\/li>\n
  3. Communicate your mission statement and values to your stakeholders<\/b>. The stakeholders are the people involved in your business, which could be your employees, the owners of your firm, and your clients.<\/li>\n
  4. Set the goals<\/b> for your firm. When setting these type of goals, think in terms of one to three years. You want to capture statements that outline what your firm wants to achieve, aligned with the mission, values, and outcomes for the stakeholders. Examples might be growing revenue, developing your expertise, or carving out a niche or a specialty.<\/li>\n
  5. Develop your strategies<\/b> to achieve your goals. Having a plan on how to achieve your goals is crucial. An example of a strategy is to segment your clients and steer them to the right package for advisory.<\/li>\n
  6. Finally, identify the metrics<\/b> that are directly aligned to your strategies and goals. These should be very specific. Have direct and reasonable metrics you can track.<\/li>\n<\/ol>\n

    If your busy tax season is over, start planning to begin the conversation about the most important things to your firm. Instead of focusing on the transactional elements of processing tax returns or using tax planning engagements to simply predict tax liability, go beyond that!<\/p>\n

    This is what your clients need from you. At the end of the day, we can agree that empowering our clients to help them reach their financial goals is a win for them and our profession.<\/p>\n

    Editor\u2019s note:<\/b>\u00a0Join Nadia Rodriguez when she presents a deeper dive on this topic at the Tax Season Readiness virtual conference, Nov. 30 \u2013 Dec. 2.\u00a0Register today<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Now is a great time to add tax advisory to your practice, and key to it is planning and communication. Nadia Rodriguez, CPA, offers guidance and tips to establish a year-round practice.<\/p>\n","protected":false},"author":144648954,"featured_media":24290,"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":[646041873],"tags":[646041848],"intuit_collection":[],"intuit_series":[],"coauthors":[646041738],"class_list":["post-24288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-tax-advisory"],"header_image":"","yoast_head":"\nIntroduction to tax advisory: Year-round proactive planning is key - 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\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introduction to tax advisory: Year-round proactive planning is key - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Now is a great time to add tax advisory to your practice, and key to it is planning and communication. Nadia Rodriguez, CPA, offers guidance and tips to establish a year-round practice.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/\" \/>\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=\"2021-11-08T12:00:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T16:08:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Nadia Rodriguez, CPA, CTC\" \/>\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=\"Nadia Rodriguez, CPA, CTC\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/\"},\"author\":{\"name\":\"Nadia Rodriguez, CPA, CTC\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/4b9096993c259d4b31d55bc89e9b51b0\"},\"headline\":\"Introduction to tax advisory: Year-round proactive planning is key\",\"datePublished\":\"2021-11-08T12:00:25+00:00\",\"dateModified\":\"2023-08-22T16:08:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/\"},\"wordCount\":942,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2021\\\/10\\\/Tax-Advisory.jpg\",\"keywords\":[\"Tax Advisory\"],\"articleSection\":[\"Advisory Services\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/\",\"name\":\"Introduction to tax advisory: Year-round proactive planning is key - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2021\\\/10\\\/Tax-Advisory.jpg\",\"datePublished\":\"2021-11-08T12:00:25+00:00\",\"dateModified\":\"2023-08-22T16:08:17+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2021\\\/10\\\/Tax-Advisory.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2021\\\/10\\\/Tax-Advisory.jpg\",\"width\":700,\"height\":381,\"caption\":\"Tax Advisory\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Introduction to tax advisory: Year-round proactive planning is key\"}]},{\"@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\\\/4b9096993c259d4b31d55bc89e9b51b0\",\"name\":\"Nadia Rodriguez, CPA, CTC\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g\",\"caption\":\"Nadia Rodriguez, CPA, CTC\"},\"description\":\"Nadia Rodriguez, CPA, CTC, is a Dallas-based tax advisor who has held her CPA license since 2009 and holds a master's degree in Taxation from the University of North Texas. She leads a boutique practice that helps individuals and closely held businesses with proactive planning, smart advisory, and accurate compliance. Nadia is the founder of Tax Training Academy, where she teaches bilingual, code-based courses built for working tax pros, and she also created the Nadia CPA Inner Circle, a welcoming community where tax professionals learn together and tackle real client challenges side by side. Earlier in her career, she contributed to Fortune 500 projects that helped modernize the tax profession and support fellow practitioners. Nadia has shared her work with state CPA societies, the NATP, the IRS Tax Forum, AICPA Engage, CPA Practice Advisor's Ensuring Success, Intuit Tax Pro Webinars, Latino Tax Fest, and Telemundo. Recognized as a \\\"20 Under 40\\\" Top Influencer, she serves her community in English and Spanish with clarity, care, and credibility.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/nadiarodrigueztax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Introduction to tax advisory: Year-round proactive planning is key - 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\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/","og_locale":"en_US","og_type":"article","og_title":"Introduction to tax advisory: Year-round proactive planning is key - Tax Pro Center | Intuit","og_description":"Now is a great time to add tax advisory to your practice, and key to it is planning and communication. Nadia Rodriguez, CPA, offers guidance and tips to establish a year-round practice.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2021-11-08T12:00:25+00:00","article_modified_time":"2023-08-22T16:08:17+00:00","og_image":[{"width":700,"height":381,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg","type":"image\/jpeg"}],"author":"Nadia Rodriguez, CPA, CTC","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Nadia Rodriguez, CPA, CTC","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/"},"author":{"name":"Nadia Rodriguez, CPA, CTC","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/4b9096993c259d4b31d55bc89e9b51b0"},"headline":"Introduction to tax advisory: Year-round proactive planning is key","datePublished":"2021-11-08T12:00:25+00:00","dateModified":"2023-08-22T16:08:17+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/"},"wordCount":942,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg","keywords":["Tax Advisory"],"articleSection":["Advisory Services"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/","name":"Introduction to tax advisory: Year-round proactive planning is key - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg","datePublished":"2021-11-08T12:00:25+00:00","dateModified":"2023-08-22T16:08:17+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg","width":700,"height":381,"caption":"Tax Advisory"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Introduction to tax advisory: Year-round proactive planning is key"}]},{"@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\/4b9096993c259d4b31d55bc89e9b51b0","name":"Nadia Rodriguez, CPA, CTC","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g","caption":"Nadia Rodriguez, CPA, CTC"},"description":"Nadia Rodriguez, CPA, CTC, is a Dallas-based tax advisor who has held her CPA license since 2009 and holds a master's degree in Taxation from the University of North Texas. She leads a boutique practice that helps individuals and closely held businesses with proactive planning, smart advisory, and accurate compliance. Nadia is the founder of Tax Training Academy, where she teaches bilingual, code-based courses built for working tax pros, and she also created the Nadia CPA Inner Circle, a welcoming community where tax professionals learn together and tackle real client challenges side by side. Earlier in her career, she contributed to Fortune 500 projects that helped modernize the tax profession and support fellow practitioners. Nadia has shared her work with state CPA societies, the NATP, the IRS Tax Forum, AICPA Engage, CPA Practice Advisor's Ensuring Success, Intuit Tax Pro Webinars, Latino Tax Fest, and Telemundo. Recognized as a \"20 Under 40\" Top Influencer, she serves her community in English and Spanish with clarity, care, and credibility.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/nadiarodrigueztax\/"}]}},"jetpack_publicize_connections":[],"jetpack_shortlink":"https:\/\/wp.me\/pazjGh-6jK","jetpack-related-posts":[{"id":26748,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/tax-year-2022-advisory-tax-planning-services-and-checklist\/","url_meta":{"origin":24288,"position":0},"title":"Tax year 2022 advisory tax planning services and checklist","author":"Jim Buffington, CPA","date":"October 19, 2022","format":false,"excerpt":"Tax planning can be a proactive, high-value, year-round service that complements tax preparation. According to the 2021 Tax Planning and Advisory Insights survey, 31% of advisors meet with tax planning clients twice a year and 24% meet quarterly, so more than half of firms are now meeting beyond the traditional\u2026","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Tax Planning","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":24673,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-accountants-releases-tax-planning-and-advisory-insights-survey\/","url_meta":{"origin":24288,"position":1},"title":"Intuit\u00ae Accountants releases Tax Planning and Advisory Insights Survey","author":"Intuit Accountants Team","date":"December 16, 2021","format":false,"excerpt":"Get top-line results of a recent survey of accounting professionals about advisory and tax services.","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\/2021\/12\/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\/12\/Advisory-Services.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/12\/Advisory-Services.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":31862,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/decoding-the-difference-tax-planning-vs-advisory\/","url_meta":{"origin":24288,"position":2},"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, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Decoding-the-difference-Tax-planning-vs.-advisory-copy.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Decoding-the-difference-Tax-planning-vs.-advisory-copy.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":17645,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-services-business-tax-strategy-checklist\/","url_meta":{"origin":24288,"position":3},"title":"Advisory services: business tax strategy checklist","author":"Jim Buffington, CPA","date":"September 27, 2019","format":false,"excerpt":"In this article, Jim Buffington, CPA, offers step-by-step guidance on adding tax planning to an advisory services practice.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"client meeting","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/Client-meeting-e1540998435756.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/Client-meeting-e1540998435756.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/Client-meeting-e1540998435756.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":26513,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/intuit-accountants-launches-intuit-tax-advisor-integrating-tax-prep-and-advisory\/","url_meta":{"origin":24288,"position":4},"title":"Intuit\u00ae Tax Advisor integrates tax prep and advisory","author":"Intuit Accountants Team","date":"March 6, 2025","format":false,"excerpt":"Understand how the new Intuit Tax Advisor provides insights and streamlined data integration to help your clients with future-forward tax planning.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Intuit Tax Advisor","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.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":24288,"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,"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg","_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24288","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\/144648954"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=24288"}],"version-history":[{"count":8,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24288\/revisions"}],"predecessor-version":[{"id":24291,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24288\/revisions\/24291"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/24290"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=24288"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=24288"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=24288"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=24288"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=24288"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=24288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}