Dawn Brolin is here to chat about paying attention to the 2023 tax law changes and how we can have communications and conversations with our clients as we work through this tax season and how that can change the structure of your firm. As we know, the tax law changes every year, some are very significant and Dawn wants to encourage you to embrace even a handful and start the conversations with your clients about the potential impact that they will have on their tax bills. Having these conversations and being aware of the tax changes can really help you move toward subscription pricing, or as Dawn calls it, relationship pricing.

*this is a paid partnership

Here we are again! Another tax season is upon us. I invite you to take control of what I call “productive season” (not busy season!) by joining me February 13, 2023 for a webinar with Heather Sperduto, Vice President of Sales Operations, Accountant Channel at ADP. We will show you how to make this tax season different than any other.

Take away practical tips to help you improve your processes, including documenting pain points, changing the way you look at a tax return, and key technology considerations. Our learning objectives include:

• Understanding the importance of documenting tax season pain points.
• Learning how to approach the changes that need to be made, including quick shifts in technology.
• Understanding how the tax return preparation process can help you advise your clients.
• Understanding the importance of asking questions during your normal processes.
• Learning how to set boundaries in your calendar to help ensure a productive season.

Let’s look at this tax season as a time ripe with possibilities! I will show you how I am taking a new approach to tax season as a launching point for advisory, too, including relationship pricing. Join me at this webinar and make 2023 your most productive tax season ever! Register now.