Taxes

• Tax Planning
  Let us not forget ancillary services. Practitioners have access to copious volumes of client data when preparing returns. Often, you can use this data as a foundation for tax planning and financial planning services, assuming your firm offers these options and failing to capitalize here results in lost profits and, perhaps, disgruntled clients.
• Tax Services
  An additional — and critical — consideration is your tax software. Do you continue to renew your software licenses out of habit? Or do you renew them because they give you and your team the best cost/benefit ratio?

Accounting

• Accounting Services

Planning

• Financial Planning