To improve your satisfaction with your working life by helping you build the business of your dreams—by showing your clients how to save tax dollars and getting compensated for your advice.
Back in 2001, Ed created his “Instant Tax Relief” product to sell at seminars. After many requests for this valuable tax advice, he realized that these tax saving reports could be customized for his personal clients. As crude as those first plans looked, clients loved them. No one had ever seen anything like it. Finally, a plan to beat the IRS. Legally!
In 2002, he prepared a tax plan for his friend and neighbor, Keith VandeStadt. Ed restructured his business to simplify his accounting, implemented a medical expense reimbursement plan, and showed him how to shift some of his personal expenses to his business return. Basically, the plan saved him a small fortune.
So when it came time to formalize the planning service and develop the TaxCoach™ system, Keith was a natural partner. He had seen the strategies work himself, and as a systems professional, he knew how to create the mechanics. After polishing the system and adding business-building resources, Ed and Keith launched TaxCoach™ in 2005.
Ed has personally consulted with hundreds of tax business owners and listened as they have shared how they’ve fine-tuned our system for real-world results. So now, TaxCoach™ has grown way beyond just “tax planning software.” It’s become a complete practice development system with hundreds of tools for tax business owners, including marketing guides, copy samples, document templates, tax strategy implementation guides, instructional webinars, regular member Q&A call-ins, consultations, and regional and national events.
In 2010, Financial Gravity CEI John Pollock joined TaxCoach as a member and immediately saw how he could take advantage of the TaxCoach system to grow his financial advisory business. John built a complete marketing and service system around TaxCoach and used it to establish Financial Gravity as the leader in proactive tax planning for business owners clients. It made sense for TaxCoach to partner with Financial Gravity to expand its service offerings to its members.
Our members represent a diverse group of small practice owners, who together make up a national community through which they share stories and advice. We know TaxCoach™ works because that’s what our members tell us. Read the testimonials to learn how TaxCoach™ members just like you have used our system to transform their businesses – and their lives.