There are over 664,000 licensed CPAs and 48,000 Enrolled Agents
Become a Certified Tax Master
in America. They are all perceived to have the same expertise.
Don't be just another tax professional.
At TaxCoach, we’ve taught thousands of CPAs and EAs just like you how to use proactive tax planning to build your businesses. We’ve shown you how to identify the right prospective clients, sell the service, deliver the engagement, and – most importantly – get paid what you’re worth.
Now we’re pleased to introduce a unique tax-planning strategy program for CPAs and EAs who want to incorporate proactive business consulting into their practices. Become a tax professional poised for the future. Go beyond tax preparation.
Here’s the premise. There are four broad ways that you can help your clients cut their tax bills:
1. There are timing-based strategies, like using IRAs and 401ks to defer tax until retirement.
2. There are income shifting strategies, like hiring your children to shift income to be taxed at their lower rates.
3. There are code-based strategies, like the “Augusta rule” that lets you rent your home to your business for up to 14 days of tax-free business.
4. And there are financial products, like life insurance and tax-efficient investments, that work to minimize or eliminate tax.
Most CPAs and EAs are perfectly comfortable with timing, shifting, and code. But they aren’t nearly as familiar or comfortable with product strategies. That means they just don’t have the knowledge to take advantage of all the available tax-saving opportunities.
With the TaxCoach Partner Program, we’ll show you how to make use of these valuable product strategies to bring your clients even greater savings.
Plans & Pricing
Select the plan that's right for you. See all our options below.
*All plans include a basic TaxCoach membership (TaxCoach Classic), with access to our tax planning software, weekly call-ins,
online forum, and myriad marketing resources. Visit www.taxcoachsystem.com for introductory Classic program benefits of TaxCoach.
Give us a call:
(513) 321-2820 or Alyssa@TaxCoachSystem.com