Create Tax-Strategy Plans for Your Clients in Minutes

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.

Take A Virtual Tour
image description

Earn Revenue Year-Round

Are you tired of the annual tax season grind?

Tax planning engagements generate income year-round, from both prospects and existing clients.

Show your clients how much they can save by following your advice – and get paid for it! All year long!

image description

Attract More Lucrative Clients

Give business owners, real estate investors, and other targeted prospects something your competitors aren’t : savings – in a beautifully presented plan full of strategies that are easy to understand, fully sourced, and footnoted to the Internal Revenue Code, Treasury regulations, and other appropriate sources.

image description

Impress Your Clients

A tangible plan leaves a lasting impression that will “wow” your clients and showcase your value on the most current and applicable tax strategies.

Most importantly, proactive tax plans make happy clients that are eager to refer you to friends and colleagues!

image description

Stay Top-of-Mind

Send news and engaging stories to your clients and prospect list in minutes with our regularly updated letters and email templates.

Whatever the news, our pre-written letters help you stay in touch with your clients, keeping you top-of-mind. So the next time they need help from a financial professional, you’ll be the first one they call.

image description

Keep up with Current Tax Strategies

TaxCoach™ draws on a database of over 110 tax-saving strategies. The software uses a proprietary artificial intelligence engine to suggest the best options for your client. (Of course, you can override TaxCoach’s™ choices, and customize each report as you see fit.)

Click here to view the complete list of tax-strategy modules.

Get Up and Running Fast

Our quick-start guide will familiarize you with the system so you can dive in and start generating plans right away. When you’re ready to put the plan into action and implement the strategies you’ve decided on with your client, our Implementation guides will save you time and research. We’ve also included document templates where they’re required – such as medical expense reimbursement plans, education assistance plans, charitable trusts, and more – that will save you time and money.

TaxCoach™ University is our ongoing series of LIVE and recorded informational webinars designed to show you how other members have had success with the TaxCoach™ system. Join just one, or all of them. Ask questions, or just watch. Listen live, or whenever is convenient for you.

Member Testimonials

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. Fred Bumpass, CPADacula, GA Read more…

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. Reginald Sansaricq, EABoca Raton, FL Read more…

Join over 5,000 tax professionals.

Download our free report, 7 Secrets to Year-Round Revenue.

Download your Free Report!

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