{"id":31691,"date":"2023-11-27T08:00:00","date_gmt":"2023-11-27T14:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=31691"},"modified":"2023-11-21T11:57:46","modified_gmt":"2023-11-21T17:57:46","slug":"year-end-tax-advisory-tips-for-a-smooth-season","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/","title":{"rendered":"5 year-end tax advisory tips for a smooth season"},"content":{"rendered":"\n

As the year winds down, it\u2019s time for tax professionals to get a jump on year-end planning. The last thing any practice wants is to be caught off guard when tax season rolls around. That\u2019s why I’m gearing up now\u2014and getting clients to do the same. It can make all the difference. Here\u2019s a practical guide to getting ahead and staying sane during the busiest time of the year for tax advisors<\/a>.<\/p>\n\n\n\n

Tip #1: Kick off early<\/strong><\/p>\n\n\n\n

The earlier you reach out to your clients, the better. Starting conversations<\/a> in the beginning of the last quarter isn\u2019t just about being prepared; it\u2019s about building trust. When you chat with clients well before the Jan. 1, you get a clear picture of what their year has looked like financially. This gives you a head start on advising them about potential tax savings<\/a> or new tax laws<\/a> that could impact their returns. Plus it\u2019s a great way to show your clients that you\u2019re on top of things, which is always good for business.<\/p>\n\n\n\n

Tip #2:<\/strong> Get those agreements in place<\/strong><\/p>\n\n\n\n

One of your top priorities should be to lock in client engagements before the end of the year. Why is this so important? It\u2019s simple: It helps you predict the workload that\u2019s coming so you can manage your team\u2019s time and energy effectively. Knowing how many clients you\u2019ll be helping allows you to figure out if you need extra hands on deck or if your current staff can handle the work. This way, every client gets the attention they need, and you won\u2019t be stretched too thin.<\/p>\n\n\n\n

Tip #3: Look beyond the basics<\/strong><\/p>\n\n\n\n

Sure, tax planning often focuses on meeting compliance and filing requirements, but there\u2019s more to it than that. A good tax advisor will help clients look at the bigger picture. This might mean thinking ahead to future tax years, suggesting smart moves for retirement<\/a> savings, or reviewing big financial decisions from the past year to see how they\u2019ll affect tax bills. It\u2019s all about avoiding surprises and finding opportunities to save on taxes, not just now, but also down the road.<\/p>\n\n\n\n

Tip #4: Make tech your friend<\/strong><\/p>\n\n\n\n

These days, technology can do wonders for making your job easier. There are tools that can streamline just about every part of the tax planning process, from crunching numbers to securely exchanging documents with clients<\/a>. Encourage your clients to get comfortable with using tech tools. It will save everyone time and headaches when crunch time comes.<\/p>\n\n\n\n

Tip #5: Keep the conversation going<\/strong><\/p>\n\n\n\n

Good communication is the glue that holds everything together. It\u2019s not just about sending out a newsletter or an email here and there. It\u2019s about consistently staying in touch with your clients, giving them friendly reminders, and being available to answer their questions. The more you communicate, the smoother the process will be. And when tax season arrives, you\u2019ll be ready for it\u2014and so will your clients.<\/p>\n\n\n\n

Wrapping it up<\/strong><\/p>\n\n\n\n

Getting ready for tax season is all about planning ahead, getting organized, and keeping in touch. By reaching out to clients early, securing your engagements, and planning your staffing needs, you\u2019re setting your practice up for a successful and less stressful tax season.<\/p>\n\n\n\n

Remember: The goal isn\u2019t just to survive the tax season rush; it\u2019s to provide top-notch service that keeps clients coming back year after year. Have a great season!<\/p>\n","protected":false},"excerpt":{"rendered":"

Now is a great time to plan for a smoother tax season. Get 5 practical, easy tax advisory tips from Sharrin Fuller.<\/p>\n","protected":false},"author":144649044,"featured_media":31693,"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],"tags":[646041848],"intuit_collection":[],"intuit_series":[],"coauthors":[646041844],"class_list":["post-31691","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-tax-advisory"],"header_image":"","yoast_head":"\n5 year-end tax advisory tips for a smooth season - Tax Pro Center | Intuit<\/title>\n<meta name=\"description\" content=\"Now is a great time to plan for a smoother tax season. Get 5 practical, easy tax advisory tips from Sharrin Fuller.\" \/>\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\/year-end-tax-advisory-tips-for-a-smooth-season\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 year-end tax advisory tips for a smooth season - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Now is a great time to plan for a smoother tax season. Get 5 practical, easy tax advisory tips from Sharrin Fuller.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/\" \/>\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:author\" content=\"https:\/\/www.facebook.com\/GlassWalletVentures\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-27T14:00:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sharrin Fuller\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@GlassWalletV\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sharrin Fuller\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/\"},\"author\":{\"name\":\"Sharrin Fuller\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/765795fdd1d1dad91382b08d615c5125\"},\"headline\":\"5 year-end tax advisory tips for a smooth season\",\"datePublished\":\"2023-11-27T14:00:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/\"},\"wordCount\":587,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2023\\\/11\\\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg\",\"keywords\":[\"Tax Advisory\"],\"articleSection\":[\"Advisory Services\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/\",\"name\":\"5 year-end tax advisory tips for a smooth season - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2023\\\/11\\\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg\",\"datePublished\":\"2023-11-27T14:00:00+00:00\",\"description\":\"Now is a great time to plan for a smoother tax season. Get 5 practical, easy tax advisory tips from Sharrin Fuller.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2023\\\/11\\\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2023\\\/11\\\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg\",\"width\":1440,\"height\":600,\"caption\":\"Year-end tax advisory tips for a smoother season\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/year-end-tax-advisory-tips-for-a-smooth-season\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 year-end tax advisory tips for a smooth season\"}]},{\"@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\\\/765795fdd1d1dad91382b08d615c5125\",\"name\":\"Sharrin Fuller\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/06969ef8ca5a33a8ee70dadf72d9a508f52d487ad065e88c63cfe6747c8843d6?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/06969ef8ca5a33a8ee70dadf72d9a508f52d487ad065e88c63cfe6747c8843d6?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/06969ef8ca5a33a8ee70dadf72d9a508f52d487ad065e88c63cfe6747c8843d6?s=96&d=identicon&r=g\",\"caption\":\"Sharrin Fuller\"},\"description\":\"Sharrin Fuller, CEO and founder of Glass Wallet Ventures and a managing partner in a growing accounting firm, is a renowned expert in the accounting and bookkeeping profession. With a successful track record of starting, scaling, and selling her own accounting practice, she has developed the Scaleable to Saleable Program and Remote Team Roadmap. These resources help accounting firms position themselves for growth, productivity, and eventual acquisition. Sharrin's candid and practical perspectives on business success, combined with her real-world strategies, have made her a sought-after consultant and speaker. With more than a decade of experience, she has also forged valuable partnerships and provided consulting services to optimize financial, operational, and human resources for accounting practices.\",\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/GlassWalletVentures\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/glasswalletventures\",\"https:\\\/\\\/x.com\\\/GlassWalletV\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/sharrinfullertax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"5 year-end tax advisory tips for a smooth season - Tax Pro Center | Intuit","description":"Now is a great time to plan for a smoother tax season. Get 5 practical, easy tax advisory tips from Sharrin Fuller.","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\/year-end-tax-advisory-tips-for-a-smooth-season\/","og_locale":"en_US","og_type":"article","og_title":"5 year-end tax advisory tips for a smooth season - Tax Pro Center | Intuit","og_description":"Now is a great time to plan for a smoother tax season. Get 5 practical, easy tax advisory tips from Sharrin Fuller.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_author":"https:\/\/www.facebook.com\/GlassWalletVentures","article_published_time":"2023-11-27T14:00:00+00:00","og_image":[{"width":1440,"height":600,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg","type":"image\/jpeg"}],"author":"Sharrin Fuller","twitter_card":"summary_large_image","twitter_creator":"@GlassWalletV","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Sharrin Fuller","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/"},"author":{"name":"Sharrin Fuller","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/765795fdd1d1dad91382b08d615c5125"},"headline":"5 year-end tax advisory tips for a smooth season","datePublished":"2023-11-27T14:00:00+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/"},"wordCount":587,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg","keywords":["Tax Advisory"],"articleSection":["Advisory Services"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/","name":"5 year-end tax advisory tips for a smooth season - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg","datePublished":"2023-11-27T14:00:00+00:00","description":"Now is a great time to plan for a smoother tax season. Get 5 practical, easy tax advisory tips from Sharrin Fuller.","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg","width":1440,"height":600,"caption":"Year-end tax advisory tips for a smoother season"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/year-end-tax-advisory-tips-for-a-smooth-season\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"5 year-end tax advisory tips for a smooth season"}]},{"@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\/765795fdd1d1dad91382b08d615c5125","name":"Sharrin Fuller","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/06969ef8ca5a33a8ee70dadf72d9a508f52d487ad065e88c63cfe6747c8843d6?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/06969ef8ca5a33a8ee70dadf72d9a508f52d487ad065e88c63cfe6747c8843d6?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/06969ef8ca5a33a8ee70dadf72d9a508f52d487ad065e88c63cfe6747c8843d6?s=96&d=identicon&r=g","caption":"Sharrin Fuller"},"description":"Sharrin Fuller, CEO and founder of Glass Wallet Ventures and a managing partner in a growing accounting firm, is a renowned expert in the accounting and bookkeeping profession. With a successful track record of starting, scaling, and selling her own accounting practice, she has developed the Scaleable to Saleable Program and Remote Team Roadmap. These resources help accounting firms position themselves for growth, productivity, and eventual acquisition. Sharrin's candid and practical perspectives on business success, combined with her real-world strategies, have made her a sought-after consultant and speaker. With more than a decade of experience, she has also forged valuable partnerships and provided consulting services to optimize financial, operational, and human resources for accounting practices.","sameAs":["https:\/\/www.facebook.com\/GlassWalletVentures","https:\/\/www.linkedin.com\/company\/glasswalletventures","https:\/\/x.com\/GlassWalletV"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/sharrinfullertax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/11\/Year-end-tax-advisory-tips-for-a-smoother-season-copy.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-8f9","jetpack-related-posts":[{"id":24288,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/introduction-to-tax-advisory-year-round-proactive-planning-is-key\/","url_meta":{"origin":31691,"position":0},"title":"Introduction to tax advisory: Year-round proactive planning is key","author":"Nadia Rodriguez, CPA, CTC","date":"November 8, 2021","format":false,"excerpt":"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.","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\/2021\/10\/Tax-Advisory.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Tax-Advisory.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Tax-Advisory.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":31691,"position":1},"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":18276,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/flipping-the-switch-on-advisory-services-during-tax-season\/","url_meta":{"origin":31691,"position":2},"title":"Flipping the switch on advisory services during tax season","author":"Jim Buffington, CPA","date":"December 12, 2019","format":false,"excerpt":"Tax season offers great opportunities to develop your advisory services; find out how to do that with these tips from Jim Buffington, CPA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"tax and accounting clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/F39325721_WithClients04-e1548174101651.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/F39325721_WithClients04-e1548174101651.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/F39325721_WithClients04-e1548174101651.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":31691,"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":21190,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/learnings-from-tax-season-home-run-or-rain-delay\/","url_meta":{"origin":31691,"position":4},"title":"Learnings from tax season: Home run or rain delay?","author":"Jim Buffington, CPA","date":"September 28, 2020","format":false,"excerpt":"From an advisory services perspective, find out from Jim Buffington, CPA, if the most recent tax season was a hit, strike or foul ball.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"tax practice service bundles","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/puzzle1-e1535552661469.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/puzzle1-e1535552661469.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/puzzle1-e1535552661469.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":26748,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/tax-year-2022-advisory-tax-planning-services-and-checklist\/","url_meta":{"origin":31691,"position":5},"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":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/31691","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\/144649044"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=31691"}],"version-history":[{"count":7,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/31691\/revisions"}],"predecessor-version":[{"id":31777,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/31691\/revisions\/31777"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/31693"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=31691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=31691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=31691"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=31691"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=31691"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=31691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}