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Making the Shift From Tax Preparer to Tax Adviser: Key Elements to Success

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A

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Conducted on Thursday, April 27, 2023

Recorded event now available

This webinar will discuss the differences between tax preparers and tax advisers and will focus on moving from the former to the latter. Our influential speaker will guide tax practitioners through the process of enhancing tax services provided to current and potential clients.


There is a vast difference between tax preparers and tax advisers. There are far more firms and individuals who offer tax preparation services than those offering true financial advice and foresight. This differentiation in the level of service offered distinguishes everyday preparers from outstanding tax advisers. However, making the transition can be challenging.

First, a decision must be made to grow the practice. Next, internal changes must take place among team members. Then, how do you let your current and potential clients know of this shift in the level of service provided? All these steps are crucial to make an effective transition. Finally, how do you measure the impact of this growth shift? Tax practitioners looking to grow the mindset of their firms need to understand the steps to effectively implement the transition to a trusted tax adviser.

Listen as our speaker offers a step-by-step guide to transitioning a tax practice from simply tax preparation to becoming a proactive financial advisory firm.



  1. Distinguishing tax preparers and tax advisers
  2. Deciding to shift
  3. Internal changes
  4. Messaging impact
  5. Commercial opportunity
  6. Growing after the shift


This webinar will examine these and other key issues:

  • Benefits of becoming a tax adviser
  • Getting team members on board for the transition
  • Differences between preparers and advisers
  • Communicating with current and prospective clients
  • Tracking client impact


Hill, Willliam
William Hill

Will Hill Consults

In Mr. Hill's over 20 years of service, he has consulted/trained with hundreds of firms – stepping foot into...  |  Read More

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