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The Technology-Forward Accounting Practitioner

Whitepaper. As a trusted advisor, you can do more than encourage your clients to stay on top of their tax obligations and hope that they find solutions on their own.

Aug. 29, 2022

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Sales tax laws have always been unpredictable, and especially so following the U.S. Supreme Court’s decision in South Dakota v. Wayfair, Inc. Your clients are likely feeling the accompanying confusion and frustration of keeping up with constantly changing rules and new tax obligations.

As a trusted advisor, you can do more than encourage your clients to stay on top of their tax obligations and hope that they find solutions on their own. Connect with your clients on sales tax issues before the frustration sets in.

Read this guide to get tips and advice for adding a service line for your practice.

  • Provide greater client value and open new revenue-generating service lines with technology
  • Determine if new services should be offered in-house or outsourced
  • Create a simple marketing plan for new services