Making the Shift From Tax Preparer to Tax Adviser: Key Elements to Success
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will discuss the differences between tax preparers and tax advisers and will focus on moving from the former to the latter. Our influential speaker will guide tax practitioners through the process of enhancing tax services provided to current and potential clients.
Outline
- Distinguishing tax preparers and tax advisers
- Deciding to shift
- Internal changes
- Messaging impact
- Commercial opportunity
- Growing after the shift
Benefits
This webinar will examine these and other key issues:
- Benefits of becoming a tax adviser
- Getting team members on board for the transition
- Differences between preparers and advisers
- Communicating with current and prospective clients
- Tracking client impact
Faculty
William Hill
Owner
Will Hill Consults
In Mr. Hill's over 20 years of service, he has consulted/trained with hundreds of firms – stepping foot into... | Read More
In Mr. Hill's over 20 years of service, he has consulted/trained with hundreds of firms – stepping foot into over 400 different firms across the country. He has twice been recognized by the CPA Practice Advisor in the “Under 40” lists. In 2021 Mr. Hill was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. He has written many articles and blogs which have appeared in various industry publications. Prior to his newest podcast series “Lead with Courage”, Mr. HIll was also the creator and co-host of the podcast “Pulse of the Practice”.
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