Get Started with Your First Tax Advisory Clients NOW

Start Date:3/21/2023

Start Time:11:00 AM CDT

Duration:45 minutes

Abstract:

Want to learn how to provide tax advisory services to your clients? Join Intuit Tax Advisor Senior Solution Specialist, Clayton Crouch and Randy Crabtree, CPA, Advisory practitioner with Tri-Merit, and widely followed author, lecturer and podcast host for the accounting profession as they discuss how to get started leveraging Intuit Tax Advisor to apply tax saving strategies for your clients while quantifying your value as the trusted advisor.

You will learn how to:

Identify the right clients for tax advisory
Make tax projections for your clients
Evaluate and apply the following tax saving strategies: Converting Schedule C clients to an S Corp, Section 179 expense, and Retirement strategies
Successfully create your first client-friendly report showcasing your value and the client tax savings using Intuit Tax Advisor
Hear best practices and insights on to get started offering tax advisory services

*This webinar does not qualify for CPE credit*

***Intuit Tax Advisor is only available to ProConnect and Lacerte users. ProSeries customers will not be able to use the software at this time***

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Speakers

Randy Crabtree

CPA

Host of “The Unique CPA” podcast Partner with Tri-Merit Specialty Tax Professionals Host of “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs Conference presenter, Speaker, instructor for tax law educational programs More than 30 years of public accounting and tax consulting experience https://tri-merit.com/staff/randy-crabtree/

Clayton Crouch

Sr. Solution Specialist

Intuit

Clayton received his Master of Business Administration from the University of North Texas. He is a Senior Solution Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients.

Get Started with Your First Tax Advisory Clients NOW - March 21, 2023

Abstract:

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