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The World Beyond Tax for Sole Practitioners

June 30, 2014

Sole proprietors and practitioners mainly generate their revenue during tax season from tax preparation clients, but there are other opportunities for them.

A new infographic from ADP and Accounting Today, based on their Accountants Confidence Index, shows other areas such as financial planning, retirement planning, tax planning, auditing, payroll, bookkeeping and other services in which accountants can service clients year-round.

To access the infographic, click here or view it below:

Comments (1)
In many states tax professionals are also offering mortgage services or even providing clients with a credit toward their closing costs for goodwill. With interest rates still at historic lows it might be another additional service beyond tax.

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Posted by Clientwhys | Monday, June 30 2014 at 4:33PM ET
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