What started as a natural progression of tax preparers doing simple projections a year or two into the future has evolved into a true value-added practice for their clients, generating both client loyalty and additional income.At the same time, the ability to do these projections has evolved from a capability that is built into most tax preparation programs, into a separate tax planning module. Along the way, RIA and CCH have raised the stakes in tax planning software with their Tax Alerts and Client Relate, which do the spadework in finding tax planning engagements.
Both Tax Alerts and Client Relate link the companies' respective tax compliance and tax research products to identify clients who may require tax planning services as a result of regulatory or legislative changes with tax implications.
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