Tax Planning Experience

Tax Planning Skill

The majority of tax planning employers and clients rank tax planning experience as the number one qualification for tax planning jobs and services.

The majority of these tax planning employers and clients also believe the best tax planning experience is gained working for tax planning professionals.

Consortia Small Business Advisors provide bookkeeping, payroll, accounting, and tax services for small businesses.

You gain tax planning experience performing tax planning for Consortia Small Business Advisors.

Best Practice Tax Planning

Consortia tax planning experience enables educated and certified tax planning professionals to perform best practice tax planning process, procedures, and steps.

You perform best practice tax planning under the direction and supervision of an educated, experienced, licensed, and ethical Certified Tax Planner (CTP).

Tax Planning Experience Objectives

1. Perform tax planning accurately and productively,
2. Provide timely, relevant, and reliable tax planning information, and
3. Reduce tax payer taxes and prepare for retirement.

Tax Planning Experience Steps

1. You are assigned a Consortia tax planning manager,
2. The manager assigns you a t client,
3. The manager directs and supervises you through the tax planning process, procedures, and steps,
4. You perform the tax planning process, procedures, and steps,
5. The manager supports your tax planning questions,
6. The manager reviews your tax planning procedures and steps and provides review points,
7. You clear the review points, and
8. The manager verifies you cleared the review points.

How it Works

• Performed remotely
• 1 to 2 hours per day
• Anytime during the day

Tax Planning Experience Requirement

You must be accepted to and complete the Certified Tax Planner Program education, certification, and training.