S P O N S O R E D
Join us for our first ever tax planning roundtable discussion. Our three special guests this month have all done extensive tax preparation in the past—and they each have transitioned their firms today to tax planning. For the first time ever, we’ll dive into what exactly this firm pivot looks like.
Register now for the webinar: Tax Planners’ Roundtable- How to Transition to 90% Tax Planning from 100% Tax Prep, and see:
- The specific steps these firms took to begin tax planning
- The challenges they faced when transitioning their firm
- How long the transition to tax planning took
- How existing clients reacted to their firm’s transition