Advisory

Tax preparers can take steps to protect themselves and their clients by understanding and establishing a clear, strategic data protection plan for their businesses. Jared Ballew, Vice President of Government Relations at Drake Software, delivers an overview of data security for tax professionals in this upcoming webcast.

High-performing teams are more than just a collection of the smartest or most experienced individuals. Nor are they the result of luck or chance. Instead, they are carefully crafted, nurtured, and sustained through a combination of the right people, a supportive culture, and effective leadership.

Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

Each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.

Emerging AI platforms can examine client activity and recognize patterns that lead to new needs and new services. 

From an accountant's perspective, advisory services also offer a higher level of fulfillment. Your work will directly impact your clients' success, and if you provide services you truly enjoy offering, it adds a higher level of fulfillment to your daily grind.

Clio Accounting is a legal-specific bookkeeping and accounting solution designed to address the unique financial needs of law firms.

The integration is particularly timely as firms seek to replace outdated systems before the upcoming tax season.