Templates, Presentations, Best Practices, and More

TaxCoach™ gives you a complete business development system, proven to grow your bottom line. You get a comprehensive Marketing Guide, marketing tools and templates, seminar presentation kits, weekly member call-ins, and even “TaxCoach™ University” classes for making the most of your membership.

You don’t have to be a “salesman” to sell tax savings. You just need the right tools. Our marketing resources give you all the tips, tricks, and pitfalls – but without all the trial and error. Here is a snapshot of just some of the marketing resources included in your TaxCoach™ membership.

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Marketing Guide

Whether you are just getting starting or revamping your business model, the TaxCoach™ Marketing Guide (mailed during your first month of membership)  will help you create an entire marketing plan.  You’ll learn how to identify the target markets and strategies that are right for your business. This complete tax-planning “business-in-a-box” walks you step-by-step through how to put TaxCoach™ to work for you.

Plus, our proprietary referral system gives you an ongoing method for gaining referrals.

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Marketing Templates

Our proven client communication tools and templates have helped hundreds of new members jumpstart their tax-planning businesses. Use them “off the shelf,” or customize them for your specific target market.


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Seminar Kits

Choose from over 10 complete presentation kits, all of which include PowerPoint slides with scripts, and marketing letters to promote your seminar. Our easy-to-follow guide will help you gather the right audience, deliver an exemplary presentation, and follow up with success.

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Are you looking for more ways to stay in touch with clients and prospects? Our done-for-you weekly email service gets opened and read at twice the average rate of other accounting emails.

For more information, visit www.TaxCoachNetworker.com. (Additional fee applies.)

Member Testimonials

I consider TaxCoach™ to be the atomic bomb of tax service marketing, and would pay a premium to keep it out of the hands of my competition. Alex Miller, CPA, CMA Columbus, OH Read more…

Your seminars are great! I’m the worst public speaker ever, but with the TaxCoach™ info, I’m getting more requests to speak at more locations. And I’m getting quality clients from seminars also! Dolores Sheets Lewis, CO Read more…

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You’ll also get our TaxCoach™ Briefs: tax marketing strategies delivered weekly to your inbox.