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Course/Product Description
Title:

TaxCoach Software System

SKU:PA-1001812
Format: Self-Study Course
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Description:

Clients don't just want to file their taxes. They want to save on taxes. But, most accounting professionals don't offer the kind of proactive planning and advice our clients are dying for.

The key to growing your business, then, is to deliver proactive planning services your clients will pay premium fees for, and tout to their friends, families, and associates.

Introducing the TaxCoach™ Software System! TaxCoach™ is new and different! The program can help you attract clients and generate immediate income without expensive advertising, direct mail, or telemarketing programs.

Simple Process

Clients complete a three-page survey with check-the-box questions on their family and home, their business, and their investments.

Then you simply take about 5 minutes to enter your client's information into the software. You can even do so without having the client's return on hand.

The software uses a proprietary artificial intelligence to choose from over 110 specific, proven tax-saving strategies, based on the answers to those questions. It packages those strategies into a tax plan report tailored to your client.

The plan starts with a clear, concise Executive Summary, with ballpark "Potential Savings" estimates. These first pages preview the most valuable strategies recommended in the plan. You can use the Summary as a discussion document, or, as a standalone deliverable, to introduce tax planning opportunities.

The main report follows the Executive Summary. Depending on your clients' circumstances, each tailored report consists of up to 113 modules with proven strategies for tax reduction. This System will help you generate client reactions from happiness all the way to downright astonishment at the savings! Use this software to:

  • Justify Premium Fees
  • Generate Year-Round Income
  • Boost Client Loyalty
  • Boost Referrals
  • Protect Your Practice

Complete System

The TaxCoach™ Software System gives you a complete business development system. You get a comprehensive 66-page Marketing Guide, forms and templates for marketing your service, seminar kits, weekly updates, and even a personal consultation. Plus...

Bonus #1: Marketing Guide
You don't have to be a "salesman" to sell tax savings. You just need the right tools.

The TaxCoach™ Marketing Guide is a complete tax-planning "business-in-a-box." It walks you step-by-step through how to put TaxCoach™ to work for you, growing your business. You'll learn all the tips, tricks and pitfalls - but without all the trial and error.

Bonus #2: Tax Toolkit
TaxCoach™ includes template forms in Microsoft Word® that clients can customize to implement your recommendations.

Bonus #3: "30 Days to 30 Clients"
You wouldn't start a new business without a business plan, would you? (Would you?) The TaxCoach™ "30 Days to 30 Clients" plan gives you a turn-by-turn road map for delivering 30 planning consultations in 30 days. You can offer free plans to attract new clients. Or you can charge whatever fee you like to quickly ramp up revenues.

Bonus #4: Seminar Kits
You don't have to be Tony Robbins to deliver successful seminars. You just need the right presentation.

TaxCoach™ seminar kits are complete "seminars-in-a-box." The collection currently includes kits for groups such as small business owners, portfolio holders, real estate investors. . . with more to come.

Bonus #5: Phone Consultation
This is a 30-minute conversation with me personally. Together, we'll customize a step-by-step plan for using TaxCoach™ to take your business from where you are today to where you'd like to be tomorrow.

Order Now! - Change Your Practice Forever!

Order your 4-month subscription today! Upon ordering, you will receive log-on information via email.

About The Provider: Tax and finance professionals across the country are putting TaxCoach™ to work for their clients, saving many a small fortune in taxes!

The TaxCoach Software System was created by Edward A. Lyon, JD. Ed has written four books on tax and financial planning, and has appeared on over 200 TV, radio, and internet broadcasts, including CNN's Saturday Morning, CNBC's Power Lunch, MSNBC's Morning Blend and Today in America, Fox News Channel's Fox News Now and Fox on Money, and even Roseanne Barr's short-lived talk show, which dubbed him "the funniest tax guy in America."

Ed earned his law degree from the University of Cincinnati College of Law.
Price: $276.00
More Info: Contact Us For More Information
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