Covering some simple life changes in your tax planning discovery will go a long way to establishing your trusted advisor role. Find out how Susan Tinel, EA, builds her advisory services practice.
Susan Tinel, EA
Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes.
