Tax Planning Season Kickoff [May 21 Webinar]

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S P O N S O R E D

Summer doesn’t have to be “slow.”

In fact, this weekend is when tax planning season officially begins.

We want to show you how to price, package and market tax planning to all your tax prep clients. So join our webinar, “Tax Planning Season Kickoff” on May 21 at 12:00 p.m. Eastern Time.

We’ll also be showing you how to take advantage of new legislative changes from a tax perspective (FFCRA, CARES, Covid Relief ARP, American Jobs & more)!

Register now to get the following:

  • Email templates for marketing tax planning to your clients
  • ​Key tax planning strategies that most clients are willing to pay for
  • How to approach existing clients and get them to see the value of planning
  • An inside look at how you can plan for Biden’s legislative changes using tax planning software
  • ​The scoop on why tax planning this summer is a huge opportunity for your firm

[REGISTER HERE] 

Webinar Speaker Bio:

Andrew Argue, CPA, is the CEO and co-founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Andrew works to help tax and accounting firms increase their revenue and profitability through tax planning.

Andrew founded Corvee with the goal to create a road map for tax and accounting firms to make the transition from compliance to advisory services. Since then, the company has launched first-of-its-kind tax planning software to give accounting firms and tax professionals the ability to formulate a tax savings calculation, develop a proactive and strategic tax plan and be the trusted advisor clients need.

Prior to Corvee, Andrew founded AccountingTax.com (now Corvee) and The Bean Counter (acquired by Roger CPA Review), and worked as an auditor at PwC.

Andrew has been named twice on Accounting Today’s Top 100 Most Influential People in Accounting – Ones to Watch list. He has a Master of Accounting and a Bachelor of Science in accounting from University of Tampa. He also holds Series 7, Series 66 and Certified Public Accountant licenses.