From Filing to Forecasting: Top 3 Tax Advisory Strategies - Dean Vance

Effective tax advisory transforms accountants and tax preparers from mere form-filers into strategic partners who drive real client value. Understanding the difference between tax planning vs tax preparation is essential: it empowers you to anticipate liabilities, optimize cash flow, and position your practice as a proactive advisory service rather than a reactive compliance shop.

In this episode of Building the Premier Accounting Firm, Dean Vance—a CPA with over 30 years of experience—breaks down the Top 3 Tax Advisory Strategies that bridge the gap between filing past returns and forecasting future success:

💡Knowledge: Gain mastery over marginal tax rates, entity-election decisions, and filing status choices so you can guide clients toward the best outcomes.

💡Systems: Implement streamlined workflows in QuickBooks Online and enforce clear SOPs to ensure consistent, accurate data collection and reporting.

💡Tax Strategy Plans: Design bespoke solutions—like S-corp elections and captive insurance structures—that proactively minimize liability and boost cash flow.

👉 Watch until the end for Dean’s bonus tip on timing estimated payments to legally maximize savings!
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