Client Advisory Services (CAS) plays a crucial role in the success of a tax practice and in building trust as an advisor. This session offers a holistic approach to the client journey by establishing a workflow from daily transactions, monthly close, and FP&A, to tax advisory. Join us to learn how to complement a tax practice with a CAS practice to create a more efficient tax season, reduce stress for the tax team, and facilitate organic growth.

Learning Objectives:

• Recognize strategies to integrate CAS and tax practices for a more efficient tax season


• Identify methods to reduce stress for the tax team in managing client needs


• Evaluate processes within your firm to support organic growth