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Why You Should Tax Plan During Tax Season

WHY YOU SHOULD TAX PLAN DURING TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 5, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Fact: Many firms don’t even consider doing tax planning during the busy season. After all, why should firms begin tax planning when they already have a mountain of 1040s and business returns on their plate? The answer is that tax season is actually the best time to begin tax planning—and we want to show you exactly why. 2021 is going to be a monumental tax year with many changes likely to come, and adding tax planning right now will actually save you time and energy, making this your most important tax season ever.

Learning Objectives:


  • Identify how to efficiently get clients to answer the right questions during tax preparation season so that you can have tax planning 80% done for 90% of your clients by April 15th

  • Review how to upgrade clients to pay 5-7x what they are used to paying for preparation into quarterly recurring packages, and how that process takes place all throughout tax season

  • Demonstrate how tax planning is more vital than ever in 2021 because of the potential tax rate increases coming with the new Biden administration, plus the new COVID-relief bill

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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.