Prepared for Tax Season?

Published January 30th, 2017 in News, Updates and Announcements | No Comments »

As we enter into tax season, get the critical, step-by-step training you need through our fully-updated Tax Practice Builder e-Learning course!

The content debuted at The Tax Practice Builder Annual Training is now available online for you and your team to review on-demand. Each of the eight steps has been updated by our subject-matter experts, so whether you are introducing tax preparation to your firm for the first time or are a seasoned veteran wanting to refine your tax delivery conversions to holistic planning clients, be sure to log in and review the new training and resource materials available to you!

P.S. For additional tax delivery training, click here to review Charles Welde’s Tax-Efficient Roadmap delivery process.

Remember to join us for The Tax Practice Builder Study Group on Tuesday, February 28 at 3:00 pm ET.
Click here to access the GoToMeeting!