Tuesday, July 22 | 10:30 a.m. - 12:10 p.m. | Concurrent Session
Unlocking Year-Round Value from Form 1040
2 CPE for CPA
Form 1040 holds more than just numbers; it holds opportunities to build year-round value for your clients. This course empowers tax professionals to go beyond traditional tax preparation by identifying hidden insights within Form 1040 that can be transformed into value-added services. Learn how to leverage these opportunities to create new revenue streams, increase client loyalty and improve engagement beyond tax season. Through real-life case studies and actionable strategies, this session will show you how to turn tax data into meaningful client solutions all year long.
Objectives
Upon completion of this session, you will be able to:
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Identify key opportunities from Form 1040 that can be leveraged to offer additional services throughout the year
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Develop strategies to implement value-added services that increase client retention and loyalty
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Apply real-life case studies to demonstrate how to identify new revenue streams through ongoing client relationships
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Gain techniques to effectively communicate year-round value to clients, improving engagement beyond tax season
CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Basic understanding of individual income tax
Advanced preparation: None
Delivery method: Group Live
Executive Officer & Co-Founder of Integrated Financial Group