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Technical

Building on Compliance: The Evolution of Tax Services Logo aicpa

  Dick Fohn, CPA/PFS |   Free |   AICPA |   01 Mar 2017 |   Tax Adviser Magazine

Clients today want a comprehensive group of services and a comprehensive relationship with their CPAs. It is more than just getting the tax return prepared; clients want a one-stop shop where all their financial needs can be met. This article explores how practitioners can capitalize on this opportunity

Topics covered:
  • Tax: Technical: Practice management & professional standards, Intermediate
  • Personal financial planning: Technical: Practice management & professional standards, Intermediate

1 Comments/Reflections

John Chituwo

John Chituwo Nov 2021

Reading the article; Compliance: The Evolution of Tax Services has given me useful insights on how existing clients relationships can be exploited for mutually beneficial value adding activities.

While the PFP activities are not very common at the moment, this article has opened up new horizons on which one can focus for self employment opportunities. A number of Small & Medium Enterprises are in need to Tax Advisory & Compliance services which can be improved upon through implementation of Integrated Services System where Chartered Accountant can also provide other value added services not only to the benefit of the client but also an expanded scope for the Accountant.