This tax season I sold seven tax plans averaging $1,500 each, for a total of $10,500. I am in the process of turning those into about $1,500 of ongoing maintenance fees for an annual total of $18,000… That’s $28,500, or the same as 95 tax returns at my average of $300 each. 7 clients vs. 95 clients. Easy decision where to focus my future. This really is beginning to look like the kind of practice I want to have.
Your software is excellent, and the ideas and presentation are exactly what you said they would be. It helps a tax planner focus on the issues, and it helps organize a discussion with the client. It made me aware that the salesmanship in confidently offering tax planning can yield more than a tax prep fee. Thank you for that awareness.