Advisory
From tax returns to revenue: How AI scales advisory without adding staff
Watch this on-demand webinar to explore how tax and accounting firms are using Ready to Advise to expand advisory offerings more efficiently.
In this webinar, you'll discover how to:
- Turn tax return data into actionable advisory opportunities
- Create client-ready proposals that clearly communicate value
- Equip staff with guided support to implement tax strategies confidently
- Improve workflow efficiency while growing advisory services
- Get a look at the 2026 roadmap for Ready to Advise
Learn how your firm can deliver more strategic client value without adding staff.
About the speakers
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Nancy Hawkins
Vice President, Product Management, Tax Research & Tax Planning Advisory Solutions, Thomson Reuters
Nancy leads both tax research products and tax planning advisory solutions at Thomson Reuters, bringing 15 years of experience with the company and a background in legal practice. She is passionate about helping firms make the pivot to advisory services and empowering professionals at all levels to deliver strategic value to their clients.
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Logan Graf
Graf Tax Co. PLLC
Logan holds a Master of Science in Accounting with a focus on Tax from Texas Tech University.
His primary mission is to assist others in building and expanding their firms in a manner that simplifies not only their clients’ lives but also those of the firm’s owner and staff. When Logan isn’t engaging with the #TaxTwitter community, he creates tax-related content on YouTube, enjoys mountain biking, and contemplates working on his 1965 Mustang project.
Scale Advisory services with the power of AI
Turn insights into actions with streamlined workflows