Tax Planning has been the fastest growing and most profitable service line for independent accounting firms in the last few years.
Delivering a successful tax strategy to a client is all about both the quality of provider and service delivery before, during and after implementation. That is why 2020 have teamed up with Peak Performance who only work with tax providers that meet this standard.
Peak Performance offer Accountants, Tax Professionals, IFA’s and other professionals focused education and support through seminars, webinars and conference calls.
Tax planning is time sensitive and can be affected without notice by legislative changes. It may also take a number of years before the planning is actually agreed. The true measure of success of any tax provider (and people within the team) is how they have performed over a long period of time. As professionals, they only introduce strategies with which they feel comfortable.
Their role in supporting you is about providing focused education and back-up not only helping you understand how (and why) the strategies work but also in how to identify and capitalise on the opportunities within your client base and prospects.
David Gill and Mark Sullivan have been hugely successful in introducing tax strategies to accountants. Along with fellow tax directors and successful accountancy practitioners, Roy Lyness and James Norman, they have created a mentor and support team of massive experience and a strong common bond of professional values, a passion for fantastic service and a commitment to excellence.
The best people to support you and your clients are successful practising accountants who understand and have implemented tax strategies personally and with their own clients. These mentors understand all the strategies on offer but specialise in particular areas. Click here for further details of the mentors.
Tax strategies are about offering your clients choice, perhaps for the first time.
Contact us today to find out we can help you!
