Posted on 5/7/2019 12:34 PM By Roydon
5 keys to establishing a profitable tax planning division. Within 12 months, we need to achieve tax planning revenue equivalent to 10% of the practice’s revenue.
Posted on 9/27/2017 2:14 PM By Roydon
All important client advice should be provided to the client in writing (irrespective of whether also provided to the client verbally as well).
Posted on 9/11/2017 12:52 PM By Roydon
Just as financial planners need to know their clients when preparing a financial plan, so too do accountants need to know their clients when preparing a tax plan.
Posted on 8/23/2017 12:10 PM By Roydon
Industry data shows that approximately 10% of practices are currently providing tax planning services to their clients.