Future-Proofing Your Tax Preparation Business On-Demand Webinar

Summary

Tax preparers are facing more challenges than ever before in today’s market. Competition is increasing from all sides. Tax technology is both more complex and easier to use, meaning more and more taxpayers are opting to “DIY.”

More specifically, during these current times of economic uncertainty, many traditional tax preparation customers have not only become more demanding, but they’ve also become more price sensitive. Yet regardless of these current challenges, our industry experts – backed by data – tell us that exciting market growth opportunities exist for tax preparers who are willing to think outside the box.

Join this webinar to hear from and ask questions of Shannon Bond, vice president of Wolters Kluwer’s Preparer Segment and 25+ year tax industry veteran, and Robert Kerr, tax policy expert and principal at Kerr Consulting LLC., as they discuss active industry trends, challenges, and opportunities within the tax preparation industry, as well offer their analysis of what recent industry report findings mean for the future.

This webinar is presented by Wolters Kluwer. By registering for this webinar, you agree to have your information shared with Wolters Kluwer.

Objectives

Upon completion of this course, you will be able to:

• Understand trends and the current state of the industry, with an outlook for the next five years
• Identify several key challenges in 2023 and beyond, and how to combat them
• Implement steps to think outside the box and find opportunities to grow

Course Details

This on-demand webinar includes the presentation slides, recording of the webinar broadcast and attendee top questions.