The best structure for free consultations
December 22, 2022
Deciding what to charge the clients of your tax firm can be tricky – especially if you’ve been in the business for awhile and haven’t increased your fees recently.
You might feel like you’ll risk losing clients and revenue if you raise your fees, but there’s a way to go about it to prove your value. Learn more from our trusted partner SmartPath in a how-to video below. You can also download for free its Discovery Worksheet, which will help guide you through client meetings and discovery calls.
Information included in this article is accurate as of the publish date. This post is not reflective of tax law changes or IRS guidance that may have occurred after the date of publishing.
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