CPAacademy.org | INTUIT PROCONNECT: TAX PLANNING AND ADVISORY

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Intuit ProConnect: Tax Planning and Advisory

Software Demonstration Included

Taxes

INTUIT PROCONNECT: TAX PLANNING AND ADVISORY

CPE for this course is processed by Intuit

Available Date(s)

Tuesday, February 18, 2025: 12:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites Some experience with ProConnect Tax

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner

Course Description

In this session, we’ll cover how to use Intuit Tax Advisor to scale tax planning and advisory services. The Intuit platform enables professionals to seamlessly integrate client bookkeeping, income tax preparation, and tax advisory services, automating more of the compliance activities to help you focus on higher-valued tax advisory services. Learn how to identify planning clients, create quarterly estimated tax projections, and comprehensive tax saving plans with strategies.

Learning Objectives

Define key components of the Intuit Tax Advisor platform to improve service efficiency
Differentiate between tax preparation and advanced tax planning services
Identify advisory clients using tax return data effectively
Describe the process for creating comprehensive tax-saving plans and quarterly estimated tax projections

Jim Buffington, CPA

Intuit
Advisory Services Leader
[email protected]

Jim is a CPA and leads the ProConnect Customer Council, supports Intuit’s E-file Security initiatives, and acts as the Customer Liaison for Intuit ProConnect, where he learns best practices from leading firms to share with the profession. Before joining Intuit, he was in public practice for a dozen years as a partner in an East Texas firm preparing oil & gas tax returns.

Additional Materials

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Frequently Asked Questions

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About Our Presenter

Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).