Embark on a journey of professional growth with Jackie Meyer, The Concierge CPA, and 2023 AICPA Accelerator cohort winner with TaxPlanIQ, in this comprehensive workshop tailored for bookkeepers, accountants, and tax professionals. This session is not just about improving your technical skills; it's a transformative experience to redefine your role in the industry.

Delve into the art of identifying tax planning opportunities directly from client returns. We will guide you through analyzing financial documents, uncovering potential tax savings, and creating a roadmap for tax efficiency. Learn to craft detailed tax plans that resonate with your client's unique situations, providing them with tailored advice that goes beyond the standard tax preparation or bookkeeping.

Whether new to tax advisory or well seasoned, master the art of upfront pricing for tax planning services. We'll explore innovative pricing strategy "The ROI Method" that reflect the value you bring to your clients, ensuring that your expertise is appropriately compensated. Discover how to communicate the value of your services effectively, moving away from traditional billing models to a system that rewards expertise and results.

Expand your offerings with various levels of tax advisory services. From conducting basic tax projections to preparing comprehensive tax plan reports, full implementation of strategies, and offering monthly packaged services, you'll learn to cater to diverse client needs. Each level presents an opportunity to deepen client relationships and establish yourself as a trusted advisor in your field.

But this workshop is more than just about boosting revenue. It's about enriching the professional lives of accountants and their clients. We will discuss how integrating tax planning into your practice can lead to more meaningful client interactions and a greater sense of professional fulfillment. Learn how this approach can address some of the most pressing issues in the accounting profession, including work-life balance and mental well-being.

By attending this session, you're not just learning a new skill – you're stepping into a role that goes beyond numbers and into the realm of truly impactful advisory work. Join us to redefine what it means to be a tax professional in today's rapidly evolving industry.