In this session, you will learn to expand your tax planning and advisory services with Intuit Tax Advisor. This session demonstrates how to identify planning clients, create quarterly estimated tax projections, and develop comprehensive tax-saving plans with strategies, all within Intuit Lacerte. Automate compliance activities and focus on growing your practice.

By completing this session, you will understand how to:

• Extend tax preparation services to deliver tax planning services

• How to learn more about using tax strategies

• How to identify advisory clients from tax return data

• How to create a quarterly estimated tax plan

• How to create a tax plan with strategies

• Scale your practice by streamlining your workflow and expanding your services.

Who should attend:

Anyone who prepares tax returns and advises clients

Course Level: Basic
Course Length: 60 Minutes
Field of Study: Taxes - Technical
CPE: 1
CE: 0