Accounting firm services

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Accounting needs to evolve in order to face a new reality.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

Serving a single family can be a complex — but profitable — niche.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

These four experts can help you address any client situation.