Content Provider
Corveelogo
Handout Materials
Presentation Slides
Free cpe webinars
2021 Tax Season Hacks

2021 TAX SEASON HACKS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 16, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This course is designed to help attendees make this tax season different by providing unique insights and methods to maximize time, energy, and profits during tax season. Typically, tax season is challenging because of the long hours, the endless 1040s, and the painful back and forth with clients who sometimes delay providing the information needed to complete their returns. For most tax firms, tax season is busy, stressful, and not nearly as profitable as it should be.

With that in mind, this course covers topics that can help a firm use the busy tax season to its fullest potential.  We will discuss price increase letters, client retention, tax prep questionnaires, and tax planning. 

Learning Objectives:


  • Determine the importance of an effective price increase letter to begin the new year that will maximize client retention and your revenue

  • Identify how a questionnaire for tax preparation can “kill two birds with one stone” by also having everything you need to give your clients a tax planning proposal

  • Identify specific steps you can take to maximize your time and profits during tax season

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Andrew Argue

Corvee
CEO and Co-founder
andrew@corvee.com
(305) 985-7740

Corveelogo

Andrew Argue, CPA, is the CEO and Co-founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Andrew works to help tax and accounting firms increase their revenue and profitability through tax planning.

Andrew founded Corvee with the goal to create a road map for tax and accounting firms to make the transition from compliance to advisory services. Since then, the company has launched first-of-its-kind tax planning software to give accounting firms and tax professionals the ability to formulate a tax savings calculation, develop a proactive and strategic tax plan and be the trusted advisor clients need.

Before Corvee, Andrew founded AccountingTax.com (now Corvee) and The Bean Counter (acquired by Roger CPA Review) and worked as an auditor at PwC.

Andrew has been named twice on Accounting Today’s Top 100 Most Influential People in Accounting – Ones to Watch list. He has a Master of Accounting and a Bachelor of Science in accounting from the University of Tampa. He also holds Series 7, Series 66, and Certified Public Accountant licenses.

About Our Presenter

Corveelogo
Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. They work with firm professionals in the specialties of tax, accounting and financial advising.

Corvee provides a bundle of solutions for each specialty including tax planning and client collaboration software, firm growth and development programs and wealth management advisor partnership opportunities.

Built with the help of on-staff tax and accounting experts, the all-in-one suite is designed to help firms increase revenue and improve efficiency, while providing the highest value and insight to their clients.