'Tis the Season

Few CPA firms see tax season as the time for investing hours in business development. But those who have, have come to realize that there is no better time to evaluate the service experience for your clientele and talk about issues that matter the most to your very best clients.

Like it or not, your clients rate getting their taxes done as one of their least favorite activities. This year you should commit to improving your clients experience and your revenue thereby making this the most successful tax season you have ever had. While filing the clients taxes is certainly important many even more critical opportunities to assist your clients exist during tax season. Clients want to know how to maximize their retirement accounts and minimize taxes. They want to know how to minimize the devastating effects on their nest eggs from the risk of living too long, low interest rates, market volatility, excessive taxation, and long-term care expenses. Study after study indicate that clients want you to take an active role in resolving these issues.

The time to do this is during tax season. Accountants are often their clients most trusted advisors. They possess highly specialized, financial skills. Those two things position them well to give financial planning advice. Yet many accountants and tax professionals are reluctant to add this potentially lucrative service to their practice or to team up with an outside advisory firm to provide.

Many of the most successful firms have felt compelled to enter the wealth preservation field. These accountants are committed to the clients well-being and want to provide them with top-notch advice. They also recognize that clients want them involved.

During this informative 60 minute webinar we will discuss why so many accountants and tax professionals are expanding into offering financial and wealth preservation strategies to their clients. Smart firms understand this is an excellent added value that deepens clients relationships, encourages retention and is ultimately a driver of revenue growth. This webinar will share important insights on the role of an account in providing financial planning advice and explains how you can overcome the challenges holding you back, sharpen your skills, and create a practice that steers clear of conflicts of interest.

But without the right partner, training and support, it can be a big undertaking full of challenges. During this webinar will discuss how America's Tax Solutions can make 2016 tax season your best one ever.

America’s Tax Solutions™ has helped hundreds of accountants grow your practice and serve your clients best interest simultaneously. During this informative 60 minute webinar we will highlight the journey of one accountant transitioned his practice by offering wealth preservation strategies for his clients and how he overcame the challenges to become one of the top accounting firms in his community.

Register using this link for the webinar today.

https://attendee.gotowebinar.com/register/6763048015843655682

America’s Tax Solutions™ is the leader in the accounting profession in helping people build successful wealth preservation practices within their existing tax practice.

Please use the link above to sign up for this extraordinary webinar today.