We help CPAs and Tax Professionals incorporate fee-based tax strategies into their business model.

One of the largest complaints from tax clients is that their tax preparer is simply a reporter and not an advisor. Many client leave tax season feeling aggravated. Often they find they have a tax bill to pay and they just paid their preparer (too much) to tell them the bad news. Its a double whammy.

Clients hunger for a proactive approach to tax preparation. They want advice in reducing their taxes and are willing to pay for it. This is an opportunity. We help teach tax preparers about little understood tax saving strategies and help them incorporate fee-based strategic tax planning into their business model.