CPAacademy.org | INTRODUCING INTUIT TAX ADVISOR: YOUR SECRET WEAPON

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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Introducing Intuit Tax Advisor: Your Secret Weapon for Tax Advisory Services

Software Demonstration Included

Business Management and Organization

INTRODUCING INTUIT TAX ADVISOR: YOUR SECRET WEAPON FOR TAX ADVISORY SERVICES

Available Date(s)

Friday, January 10, 2025: 1:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites Some experience with ProConnect Tax

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner

Course Description

Intuit Tax Advisor is a tax planning solution developed to support tax advisory services. In this session, we’ll show you how Intuit Tax Advisor can elevate your role as a trusted advisor by helping your firm transition to leading with valuable tax advisory services, communicate tax savings with strategies, and showcase your expertise. You’ll learn how Intuit Tax Advisor can help you move from leading with compliance and traditional tax planning services, to proactively lead with tax advisory services that create capacity, save you more time, increase overall profitability and better help clients reach their financial goals.

Intuit Tax Advisor imports tax returns from ProConnect and Lacerte Tax. ProSeries does not currently sync with Intuit Tax Advisor, but is on our roadmap for the future.

Learning Objectives:

Successfully use and implement Intuit Tax Advisor in your practice Generate beautiful personalized tax plans

Quantify savings by strategy for measurable results Produce client-friendly reports that showcase your value

Scale tax advisory services across your firm

Save your firm time through automating manual time-consuming work

Use the available resources to enable your firm to maximize your path to advisory

Jim Buffington, CPA

Intuit
Advisory Services Leader
[email protected]

Jim is a CPA and leads the ProConnect Customer Council, supports Intuit’s E-file Security initiatives, and acts as the Customer Liaison for Intuit ProConnect, where he learns best practices from leading firms to share with the profession. Before joining Intuit, he was in public practice for a dozen years as a partner in an East Texas firm preparing oil & gas tax returns.

Additional Materials

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About Our Presenter

Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).