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What is a Proposal Software for Tax Firms?         3 Things  You Need to Know

What is a Proposal Software for Tax Firms? 3 Things You Need to Know

by Dayanne Rojas | Dec 8, 2023 | Blog

Every tax season you can bet on two things with 100% accuracy… You will get introduced to a potential new client(someone who wants you to do their return for the first time). You will have to agree on certain services for a specific price. Data shows that over 90% of...
How to Price My Tax Services? A Complete Guide for 2024

How to Price My Tax Services? A Complete Guide for 2024

by Dayanne Rojas | Nov 13, 2023 | Blog

2024 will be another impactful year for the tax & accounting industry… A wacky economy, A.I. advances, new IRS programs, and a continued talent shortage combine to deliver another wallop for next year. You can’t create a profit margin in your tax practice in...
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