Preparing Your Client for a Tax Audit: Walking the Taxpayer Through IRS Audits 101
One of the many roles we play as tax planners is as the taxpayer’s audit support system. Just the word
Category: B2B
Categories
Recent blogs
Preparing Your Client for a Tax Audit: A Tax Planner’s Secret Weapon is Good Documentation
When that IRS audit notice shows up in the mail, many taxpayers’ first reaction is to panic. For well-trained tax
Accuracy, Accuracy, Accuracy: 3 Best Practices for Supporting Your Client in a Tax Audit
Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits
Warranties as a Win-Win Solution: 3 Ways that Warranties Help Tax Planners and Their Clients
A proactive tax plan can be a major money-saver for taxpayers. But for new or prospective clients, your first tax
Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
Should Tax Planners Work with Family Offices? How Family Offices Work
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend
The Road to Commercial Property Tax Savings: Understanding the Methods for Property Valuation
As property tax bills continue to rise, property owners are turning to us as tax professionals asking what they can
The Road to Commercial Property Tax Savings: Preparing to Appeal an Assessment
Want information on residential property assessment appeals instead? Read here. Working with property owners can be a lucrative investment—both for
Tax Planning as a Client Advisory Service
Client Advisory Services (CAS) have emerged as a crucial offering for accounting firms, evolving the traditional client-accountant relationship into a
Helping Homeowners Lower Their Property Tax Bills: How to Appeal an Assessment
Want information on commercial property assessment appeals instead? Read here. This tax season marks the highest property tax rates the
Categories
Add Tax Planning to your practice!
Find out how to bring this high value service to your clients, and finally get paid what you're worth.
Watch our free webinar
6 specific strategies that improve your bottom line
over 100%