TPN Tax Talks: From Tax Preparer to Trusted Advisor: Adding Client Advisory Services to Your Practice

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Topic: From Tax Preparer to Trusted Advisor: Adding Client Advisory Services to Your Practice

Speaker: Dr. Christine Gervais

Explore how adding Client Advisory Services (CAS) can transform your practice into a year-round revenue engine while deepening the relationships you already have. We'll cover what CAS actually is, which services make the best entry points for tax-focused firms, the technology tools that make delivery scalable, and how to package and price your offerings for profitability.

Cost: Free

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