TaxCoach™ is a unique system that generates proactive tax plans tailored to your clients’ circumstances, so you can finally get paid for your advice.
With the online system, you can give your clients a true tax plan, with specific tax-saving strategies in a tangible deliverable that shows your commitment to cutting their tax bill. This is nothing like traditional tax “planning” software that doesn’t plan anything, but just projects future tax liabilities in excruciating, spreadsheet detail. And that’s usually far more detail than clients need, or even appreciate.
TaxCoach™ plans reassure clients with their completeness, and the summary reports give you a perfect discussion document to guide your delivery. Click here to see a Sample Plan. This sample shows only a few modules; your actual plans may run 20-60 pages, depending on the client and your preferences.
TaxCoach™ makes YOU your clients’ most trusted advisor – and those better client relationships will transform your whole business.