Ten years ago this week — May 26, to be precise — Keith and I threw the switch on a brand-new website offering a new kind of tax-planning software: “plain-English planning, with the savings your clients really want.”
When we started, we were TaxCoach Software, an online planning application. Now we’re TaxCoach System, a comprehensive business development tool consisting of three parts: the planning tool, the marketing tools, and the community. (That’s you.) Read more…