5 Steps to Price & Offer Advisory: May 27
Intuit’s Tax Pro Center is hosting a May 27 webinar led by sales strategist Michelle Weinstein that teaches accountants how to price and deliver premium advisory services. The session outlines five steps to shift mindset, identify ideal clients, and communicate value, enabling firms to charge higher fees and reduce burnout. Participants will learn a systematic approach to differentiate their practice from traditional compliance work and increase profitability.
The Journey From Schedule C to 1120-S: May 19
Intuit’s free 60‑minute live course teaches tax professionals how to transition clients from Schedule C to S‑Corporation status. It covers the Form 2553 election timeline, shareholder eligibility, reasonable officer compensation, and accountable‑plan requirements. Participants also learn to avoid common pitfalls such as...
ELEVATE 2026: May 13-14
ELEVATE 2026, held May 13‑14, is a live, internet‑based conference targeting tax and accounting professionals. The agenda blends data‑driven decision‑making, advisory transformation, talent acquisition, pricing strategy, and emerging technology sessions. Speakers cover the One Big Beautiful Bill Act, AI‑first tools like Intuit Tax...
Why Our Firm Switched From Lacerte® to ProConnect™ Tax
Boscia & Boscia PC, a family‑run firm since 1975, migrated from Intuit Lacerte to ProConnect Tax to adopt a cloud‑native workflow. The move eliminated on‑premise servers, VPNs and related IT overhead, allowing tax professionals to work securely from any browser....
Forecast Your Tax Firm’s CAS Revenue—Instantly
Intuit’s Firm of the Future has launched a free CAS Revenue Calculator that lets tax and accounting firms model advisory revenue, profit margins and pricing outcomes in minutes. Users input firm size, client count and staffing, then receive instant projections,...
Extensions Can Be a Tax-Planning Tool: Here’s How
Tax extensions, often misunderstood as procrastination, actually grant a six‑month filing window that can be leveraged for strategic tax planning. They give clients extra time to make retirement contributions, finalize K‑1s, and elect favorable depreciation or cost‑segregation treatments. By easing...