Level Up: Tax Practice Growth Tips

On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new technologies, transitioning to subscription pricing, and creating a succession plan.

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Chapters

• (00:00) - Federal Tax Updates Episode 14
  


• (01:17) - Welcome to Federal Tax Updates
  


• (10:10) - What to do with a client that is not experienced with technology?
  


• (14:27) - What technologies can be brought to improve your service?
  


• (20:39) - What can developing a niche do to help your firm?
  


• (30:14) - What do people mean when they talk about Subscription Pricing?
  


• (38:58) - IRS released OPR information reminders for succession plans
  


• (48:04) - Recent IRS updates to be aware of.
  


• (53:08) - Thanks for listening and please subscribe so you don't miss an episode

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