Positioning a Tax Firm as an Advisory Practice to Prospective Clients
Firms that don't reposition advisory risk losing clients who quietly seek it elsewhere.
Mirela Ostrowski
Staff Writer, Advisory & Client Strategy
Mirela Ostrowski
Mirela built her career as a client-facing tax advisor at a boutique wealth management firm, where she developed niche expertise in advisory service packaging and fee model design for high-net-worth clientele. She now writes and consults on how tax professionals can shift from compliance-heavy practices toward higher-margin advisory engagements.
3 stories
Pricing a Tax Planning Engagement for the First Time
Firms are raising tax planning fees 5 to 10 percent as demand surges in 2026.
Mirela Ostrowski
Moving Compliance Clients Into Ongoing Advisory Retainers
Compliance clients hold untapped advisory revenue if firms pitch extension rather than replacement.
Mirela Ostrowski