Build Service Lines Beyond the Tax Return

Today's most successful firms are finding new ways to serve clients beyond tax return preparation. Whether through financial planning, taxpayer advisory services or taxpayer representation, expanding your service offerings can strengthen client relationships and create new revenue opportunities. This can help differentiate your firm in a competitive marketplace.

Join our presenters for an interactive panel discussion. Panelists will compare their experiences, discuss the challenges and rewards of building new service lines, and answer audience questions about implementation, pricing, staffing, technology and lessons learned. Whether you're considering adding a new service or refining one you've already introduced, you'll leave with practical insights from practitioners who have successfully expanded their firms.

Objectives

Upon completion of this session, you will be able to:

• Compare approaches used by tax professionals to successfully expand into complementary service offerings
• Identify common challenges and key considerations associated with implementing new services within a tax practice
• Evaluate potential opportunities to diversify services based on client needs and firm goals

CPE