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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
Why Tax Professionals Need an Anti-fragile Mindset
Everyone knows the saying “hope for the best, prepare for the worst.” As tax professionals, we actually have to take this mindset a step further.
Intuit and Ignition Launch Tax Planning and Advisory Proposal Templates
The Tax Planning and Advisory Proposal templates which integrate into Intuit ProConnect Group’s latest product, Intuit Tax Advisor.
Debunk the Top 10 Myths About Client Advisory Services
White paper: It’s time to overcome fears and start delivering the kinds of services your clients want. Let’s take a closer look at those myths you’ve been believing and discover how to debunk them.
New Intuit Tax Advisor System Integrates Tax Prep and Advisory
ITA generates client-friendly reports with recommendations that are personalized for estimated tax savings strategies.
How to Speak to Your Clients About the IRS
There are several factors that explain how the IRS has failed to meet their commitment to service for the American people.
Grant Thornton is Selling its Public Sector Advisory Practice to Guidehouse
The transaction is expected to close in the second half of 2022. Financial terms of the transaction were not disclosed.
Advisory Services: Helping Your Clients Make More Money $$$
A cash flow analysis is also very important in making sure that funds are available through every stage of operation.