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Tax advisory education

Keep expanding your tax advisory expertise with our library of resources.

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Learn how to

Get paid what you're worth

TBD, 2023

Dominique Molina

Dominique Molina
President of the American 
Institute of Certified Tax Planners

Featured resources

Get paid what you’re worth — Dominique Molina

Learn to master the art of getting paid for your expertise by adding tax advisory to your offering with this free webinar.

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Get started with your first tax advisory clients NOW

Watch this recorded webinar and learn how to use Intuit Tax Advisor to apply tax-saving strategies for your clients.

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Moving your practice to year-round recurring revenue

Review 3 key strategies for helping your firm earn steady income all year long.

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Need live help with your advisory plans?

Talk to one of our advisory consultants for feedback at 844-728-6862.

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The Path to Advisory: Positioning and pricing your advisory services

Learn about different pricing models and which to use.

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Setting your fees for advisory clients

Learn the considerations needed for your new fees.

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Mark Wickersham—You’re more valuable than you realize

How to avoid common pitfalls of value pricing.

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Ron Baker—Value pricing

Subscription pricing model for accountants and why timesheets are a thing of the past.

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7 tips for marketing advisory services to your clients

Plan your marketing strategy and secure your reputation.

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Growing advisory while keeping compliance’s value

Advisory is great, but compliance is the foundation. Learn how to balance the two as you shift toward advisory services.

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Positioning and pricing your advisory services

Learn about different advisory pricing models and which to use, and when.

Read the article

Defining your tax advisory services

There are many types of tax advisory services out there. This article will help you decide on the services you want to provide.

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Need live help with your advisory plans?

Talk to one of our advisory consultants for feedback at 844-728-6862.

Not finding what you're looking for?

Search Tax Pro Center for more helpful information and resources.

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4 big mistakes you can make when selling advisory services

Avoid pitfalls when leading with advisory with these tips.

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Creating a tax roadmap for your clients

Listen and learn about goal planning for your clients.

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Guide to increasing revenue with advisory—Part 1

Learn about choosing services, pricing, and more.

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Guide to increasing revenue with advisory—Part 2

Get actionable tips to getting advisory services started.

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Featured resources

The path to advisory

Get the comprehensive guide to leading with tax advisory services from the Intuit Tax Council.

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Leading with advisory services

The Intuit Tax Council members share their comprehensive tax advisory recommendations, strategies, and more.

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Need live help with your advisory plans?

Talk to one of our advisory consultants for feedback at 844-728-6862.

Not finding what you're looking for?

Search Tax Pro Center for more helpful information and resources.

Start offering tax advisory services for your clients

Develop personalized tax savings plans in less time and with less work using Intuit Tax Advisor.