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The Path to Advisory

The Path to AdvisoryDefine the DestinationPlan the RoadmapGrow Your PracticeA comprehensive guide to help tax firms lead with planning and Advisory servicesBy the Intuit Tax Council Page 2 2021 Intuit Inc. The Path to AdvisoryContentsForeward ..3 Introduction ..4 Using this guide ..4 Introducing the pros behind the prose ..6 Making the case for change ..7 Define the Destination ..12 Crafting a vision for your firm ..13 Identifying your niche and unique selling points ..21 Defining your tax Advisory services.

West Orange, NJ John D. Jordan, CPA John D. Jordan CPA, PA Raleigh, NC The Intuit® Tax Council is a group of tax professionals who generously volunteer their time and expertise to help empower professionals to drive prosperity for their clients and firms. This guide is a collection of the knowledge, experience,

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