Probate, Estate Planning, & Income Tax

The irony of TurboTax charging more than 80% of firms for fed-only, with no bookkeeping cleanup Step 1: Never charge less than $1,751 Step 2: Refer every else over to TT Step 3: Get the tax res work in a couple years I'm only slightly joking, but it really is a great time to be an accounting firm For as much as we gripe about Intuit stealing from firms, we're stealing from ourselves every time we ship a business return under $2k 🫳🎤 actually 🫴🎤 It's worth building out an explainer for your team. Because... that's all well and good Jason... but I still gotta figure out how to get this S-Corp from $700 to $2k. So build one of those feature comparison tables, like you see from software co's: Rows of features Columns of providers, and you 🙋 Pilot Bench TurboTax Jason Staats Whatever makes sense for you, compare what you do to what they do, feature by feature: Access to an entire team of expert pros ❌ ✅ Support when you get an IRS nastygram ❌ ✅ A service that's tailored to your biz's needs ❌ ✅ Build a relationship with an actual advisor ❌ ✅ The landscape's changing, sometimes faster than we're able to wrap our heads around. But we need to find the language to explain the state of the market to clients, and our place within it. The good news is the upside is yours.