Meet Andrew Poulos, EA, ABA, ATP, a member of the Intuit® ProConnect™ Tax Customer Council, in this profile of his firm, background and goals for the year.
In this article by Mike D’Avolio, CPA, JD, focus on advisory services and help your tax clients become financially fluent; topics include budgeting, managing debt, saving for college and more.
Kelly Nokleby, EA, a member of the ProConnect™ Tax Customer Council, discusses why offering bundled services is an important part of an advisory services practice and explains her four packages.
