Tax Prep Plus: A New, Revolutionary Model for the Tax Practitioner

If you are like most tax preparers, you find it difficult to embrace advisory services because your clients aren't receptive to the model, the learning curve is steep, or (most commonly) you are so busy with tax preparation services you can't focus on adding advisory to your practice. Join Joe Woodard on May 31 at 3 PM EST for a free webinar to provide “Tax Prep Plus” training, a value-infused services model that your clients will embrace, is manageable for you to deliver and is in sync with your existing brand as a tax practitioner.

Learning Objectives:
• Identify the different types of "Tax Prep Plus" services you can offer your clients.
• Recognize which “Tax Prep Plus” services work best for each of your clients’ business models and operations.
• Acquire pricing strategies to help you integrate the “Tax Prep Plus” services to your existing engagements.
• Apply specific tools and solutions you can apply and start offering “Tax Prep Plus” services immediately.

All attendees are eligible to earn up to 1 Tax CPE credit.

Additional CPE Information:
• Prerequisites: There are no prerequisites for this event
• Delivery Method: Group, Internet-based
• Who Should Attend: Tax Professionals, CFOs
• Course Registration and Attendee Requirements: Free. No attendee requirements.
• Advanced Preparation: There is no advanced preparation for this event
• Program Level: Basic 

For more information regarding complaints and/or program cancellation policies please contact Julie Giacobbe at  Aprio, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

When:  May 31, 2023 from 15:00 to 16:00 (ET)
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Julie Giacobbe