LIVE WEBINAR
Tax Planning Season Kickoff
Tax Prep Season is Over and Tax Planning Season is Here. Is Your Firm Ready?
Friday, May 21 | 12 p.m. EST
Hosted by
Hosted by
Andrew Argue, CPA
CEO | Corvee
Andrew Argue, CPA
CEO | Corvee
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.
We’ll also show you how to take advantage of new legislative changes from a tax perspective (FFCRA, CARES, Covid Relief ARP, American Jobs & more)!
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.
We’ll also show 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
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.
Ready to sign up?
© Copyright 2021 Corvee. All Rights Reserved.
Corvee, LLC, Corvee Practice Development, LLC, Corvee Advisors, LLC, and related entities are each legally separate and independent entities, which cannot obligate or bind each other in respect of third parties and with each entity liable only for its own acts and omissions and not those of each other.
Corvee has achieved positive results for its clients who have used its business development strategies and practice management tools, but the revenue figures and successes of our top clients are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.
Corvee has achieved positive results for its clients who have used its business development strategies and practice management tools, but the revenue figures and successes of our top clients are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.