Tax advisory is a specialized field, yet surprisingly, not many accountants or advisors delve into it.

This sector is ripe with opportunities, and, in Dave Lukas’ belief, it is the solution to every challenge we accountants face.

Take Tax Plan IQ, for instance. This software can analyze data and guide a CPA or a client on how to maximize tax savings and increase their take-home pay. Isn’t that the ultimate goal for all of us? As taxpayers, we want to save more on taxes, and as CPAs, Lukas aims to provide maximum value to his clients and stand out from the crowd.

With a simple click, this software can help save a taxpayer $120,000, and that’s worth every penny of the CPA’s fee.

@jackiemeyertheconciergecpa7170

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