Planning & Tax Advisory Services
Clients are looking to you
Life changes can be tricky to navigate, but you can offer your clients a roadmap to success. You don’t have to be an expert in every area of their financial lives to serve as their primary point of contact — so, whether they are concerned with funding retirement, selling their business, going through a divorce, or dealing with end of life issues, let them start with you.
The changing landscape is your opportunity
Technology is rapidly evolving, and competitors are moving swiftly to take advantage of the tax relationship with clients.
With the spotlight on tax reform, there is no better time to have planning discussions with your clients. Learn how planning strategies are evolving and stay up-to-speed on tax law changes.
As a CPA, you’re perfectly positioned
Maybe you've been providing planning & tax advisory services for decades or maybe you're just starting out. Either way, by educating your clients about what you can do for them, you will deepen relationships — leading to improved client retention and more personal and professional fulfillment.
Start with planning & tax advisory services 101
Planning & tax advisory services cover five main areas: tax, retirement, estate, risk management and investment planning. Find out how to identify additional service opportunities by walking through Form 1040 line-by-line with this free tax return analysis checklist.
Access resources to support you
How do you nurture client relationships, stay top of mind when opportunities arise and manage a profitable practice? Membership in both the Personal Financial Planning Section and the Tax Section will help you do just that. Get access to a library of technical guides, communication tools, practice management resources and up to 16 hours of free CPE.
Dive in with training courses
The planning boot camp is designed to take you step-by-step through each core planning area using real-life scenarios. If you prefer to learn one topic at a time — and at your leisure — check out these planning certificates, arranged by topic area. Also, gain insights on how to take advantage of the tax reform landscape for planning opportunities in this webcast series.
Check out your learning options
Planning & tax advisory training courses
This video shares two educational opportunities, the financial planning certificates and the Personal Financial Planning Boot Camp, for you to consider.
More on AICPA TV
A roadmap to get you started
No matter where you are on your journey, the path is yours to take. And the Roadmap to Planning & Tax Advisory Services (executive summary) will guide you through.
Demonstrate your expertise
As a CPA, you are recognized as a trusted adviser with the skills and ethics necessary to serve clients effectively. Adding the PFS credential brings together tax, retirement, estate, risk management and investment planning and lets clients know you are the primary point of contact for their financial needs. CPA+PFS is beyond powerful.
Communicate your value
When your clients experience life events that affect their finances, you’ll be the person they come to first for help. Make sure your clients know you can help them by proactively telling them that you offer these services or will work with a team of professionals on their behalf.
