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ADVERTISING SUPPLEMENT
Ask the Expert • TAX ADVISORY

The value of tax advisory services

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Welcome to another Intuit Accountants’ article in an ongoing series about
accounting professionals who work in tax advisory services.
Q Tell us about your tax advisory practice.

A Dominion Enterprise Services is a firm that focuses exclusively on tax
planning and specialty tax credit work.

Q Why did you decide to lead with tax advisory rather than traditional
compliance?

A I wanted to show my clients my value as their advisor and be seen as a
partner in their business. Tax advisory allows me to really move the needle
forward and have a high impact on their tax prep and planning.

Catherine Tindall, CPA Q What are some benefits of tax advisory?
Partner
Dominion Enterprise A Because we keep our partner-to-client ratio small, clients enjoy better
Services service and a more personal relationship, while also saving a lot more money on
Catherine Tindall is the founder taxes. Clients are willing to pay more for this higher value and know that there
of Dominion Enterprise Services. are no surprises in this process.
She specializes in advanced
tax reduction and works with Q What are some of your challenges?
customers to help them save
money on taxes while advancing A The biggest challenge is ensuring you have the technical acumen to really
their wealth-building and life goals. know the full ramifications of different planning techniques. Another challenge
She is enthusiastic about helping is the fear of reducing your client list to pursue this higher-value work. Fear of
clients reduce their overall tax change and jumping into something new can be scary.
burden through proactive strategies
and advising. Q Since leading with tax advisory instead of compliance, how has your
lifestyle changed?

A It’s no longer about the amount of time spent; it’s the value we create.
Clients feel more respected and grateful, and for us, the overall work burden is
much lower.
Q What would you say to pros who have not yet embraced tax advisory?

Intuit Accountants focuses on helping A Look at your quality of life and personal goals. Coaching programs and
tax and accounting professionals save working with entrepreneurial-minded CPAs pushed me in this direction. Finding
time, grow their practice, and make a a network of support is helpful for your headspace and can help you get started.
meaningful difference in their clients’ Between specialty tax credit work and advisory, we’ll never go back to the old
lives. Over 100,000 firms rely on our way of running a practice.
industry-leading software — Lacerte ,
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ProSeries , ProConnect Tax Online, The Intuit Tax Council published The Path to Advisory, a comprehensive guide
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TM
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and QuickBooks . Our innovative for firms that want to add advisory services to their practice or improve the
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ecosystem of financial management services they already offer. For more information, visit the Intuit Tax Pro Center.
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solutions serves approximately 50
million customers worldwide.