Training & Development

We can offer CPE and training for your whole team. In addition, if you’re just offering tax services for the first time, you can take advantage of our business coaching services to help enhance your business development.

Empower Your Team with CPE & Coaching

To ensure the continued success and growth of your business, it is essential to invest in the professional development of your team. By offering Continuing Professional Education (CPE) and training, you can equip your staff with the necessary skills and knowledge to stay ahead in the competitive landscape of tax services. Our comprehensive CPE and training programs cater to various learning styles and are designed to cover a wide range of topics, keeping your team up-to-date with the latest industry trends and best practices.

For businesses venturing into tax services for the first time, our specialized business coaching services provide invaluable support to help you navigate the challenges associated with expanding your service offerings. Our experienced coaches will work closely with you to develop strategies for business development, fine-tuning your processes, and identifying areas for improvement. By leveraging our coaching services, you can confidently embark on the journey of offering tax services, armed with the knowledge and support needed to enhance your business and better serve your clients.

In a white labeled tax preparation arrangement, the external provider takes care of everything, from signing the tax returns to communicating with clients for data collection purposes. This ensures a smooth and efficient process, while also maintaining a consistent brand image for the business. Clients can enjoy the convenience of having their tax matters addressed by a seemingly in-house team, without ever realizing that the work is being done by a third-party provider. This approach allows businesses to focus on their core competencies, while still offering their clients the benefits of expert tax services.

Our Other Primary Services

Outsourced Tax Preparation

White labeled tax preparation means everything is prepared as if by your own tax team. We sign the returns and can even communicate with your clients to help make data collection efficient and easy.

Tax Planning & Strategy

Many of your clients’ tax needs don’t stop at return preparation. Instead, they need planning and strategy conversation throughout the year with experienced professionals. We can white label tax planning services to ensure your clients always have access to quality tax planners as part of your new tax team services.

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