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July/August 2022 » Zagging to Tax Returns
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Jason L. Ackerman, , CPA/CGMA, CFP
The trend in today's modern CPA firm is to pursue business cloud accounting services (CAS) and only offer tax returns as an “add-on” service. Many firms will not take one-off individual tax clients anymore, seeing them as unprofitable and time consuming. I think this move away from tax to bookkeeping is a mistake for the long-term success of CPA firms.
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