With so much widespread, but relatively shallow, news about tax reform, do you understand the expectation your clients have of you? In the profession, we are aware of TCJA impact on production time and strategic approach within a firm – but what is the impact to your relationship with your clients?
Join Thomson Reuters as we share with you proven practices for proactively and efficiently delivering on – and even exceeding – expectations for both your clients and staff.
This session will be presented by Will Hill.
Will Hill has been serving as a Manager in the Training and Consulting Services department with the Professional segment of the Tax & Accounting business of Thomson Reuters, Will has been with the company since 2001. Presently, he oversees service development for training and consulting and is responsible for continuing to refine the strategy for improving the client experience during implementation of new software as well as continued staff education. His varied background with firms of all sizes and specialties provide a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. Will was named to the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018. During his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings, including the Practice Forward service offering. Will is also a periodic blog contributor for Thomson Reuters. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.
• Identify their external communication need for existing clients
• Create a short list of possible solutions to lengthened preparation times
• Identify key preparation efficiencies to leverage in their tax preparation software
During this fast paced 50-minute course we will cover:
• Understanding client expectations and developing a plan to address them
• Re-framing relationships with clients who are greatly impacted
• Planning around the IRS estimate of increased production time per client
• Internal communication needs to address before the end of the year
Firm leaders planning for the coming tax season.
Students should be familiar with the impact of TCJA on the coming tax season.
None.
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