Build a Tax Advisory Practice with Tiered Service Offerings

Many tax firms spend most of their time on compliance work such as preparing returns, meeting deadlines, and reporting on past results. While compliance is essential, it often leaves little room for the strategic conversations clients truly need. In this webinar, Nicole Davis, CPA and Managing Partner of Conscious Accounting & Consulting, shares how firms can evolve into proactive tax advisors and introduces a tiered service model designed to move clients from compliance to comprehensive tax advisory. Instructor(s): Nicole Davis -   / nicoledaviscpa   Learn more about Conscious Accounting & Consulting: https://conscious-accounting.com/ 🔔 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (https://www.earmark.app). Live attendees will receive an email when the QAS Self Study course is ready (typically within two business days post-webinar). Once the QAS Self Study course is ready, you can access it here: https://www.earmark.app/c/3434