Business Strategy

  • The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice

    Get your copy of The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice Are you a tax professional looking to grow your client base, retain loyal customers, and make your firm stand out—without sacrificing time with your clients? We’ve got the perfect resource for you. Introducing The Smart Tax Pro’s Guide to…

  • Now Available: Get Your Tax Year 2024 Desk Reference Guide [Free Download]

    Save time during the busy filing season with a comprehensive tax reference guide for tax year 2024. It’s back— an updated desk reference guide to help make your life a little easier. The guide is available in English and Spanish.  Why is the 2024 desk reference guide considered a tax season best practice? From a preseason…