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Off seasonrevenue taxcoachsystem

OFF-SEASON REVENUE WITH TAX PLANS

This webinar was previously titled: Tax Planning for Profit
Cost Free
Presentation Length 1.5 hours

Recorded DateJune 27, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this fast paced and entertaining seminar, you’ll learn how to price your services highlighting your expertise and how to use tax planning as a lead for attracting new clients paying premium fees. Breathe new life into your existing book of business and create client loyalty by reinforcing your value.

Over the past 9 years, the TaxCoach community has grown to include over 500 tax and finance professionals from across the country. From weekly member call-ins to national masterminding conferences, we’ve learned from our members’ successes the most effective ways to get the clients we want and we will show you how.

Learning Objectives

  • Understand how to identify tax-planning prospects

  • Develop a proactive planning philosophy

  • How to position tax planning as a separate engagement

  • How to price tax-planning services to eliminate fee resistance

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Testimonials
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Edna, FL

"Mr Lyon was exceptional. When I started my business on Jan. 1, 2016 I wanted to do taxes at a fair price. But after listening to Mr. Lyon, I feel I undersold myself. All of my clients are great and will be back, but I know I have to raise my prices. Mr. Lyon put me at ease with saying they would be back. I know I do an outstanding job with my clients, but was a little afraid to raise the prices. But now I am going to."
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MADELEINE B, SC

"Exceptional! This is a must attend course for anyone in the tax profession who needs to know how to profitably engage with his or her clients and make the transition FROM engagements-for-tax-prep-only-accompanied-by-non-stop-year-round-quick-questions TO SEPARATE engagements for tax prep and SEPARATE engagements for all those quick questions!"
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Benjamin, MN

"Some great info and really a different and better way of looking at our business and how we sell our products. It's hard to figure out a way to do "value-based billing" on compliance, such as tax returns or audits, but on something like tax planning, where we can quantify the value for our clients, it becomes much easier."
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Virginia, MI

"Excellent webinar. Presenter did a great job showing how Accountants need to rethink how they charge. Too bad I don't have any actual clients except as a Contractor for a small firm who only provides me with individuals for whom they charge very little for tax preparation."
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Suzanne, MN

"Scott Zarret, was very informative. I wish my words with my clients would be as easy as it flows out of Scott's mouth. But hey it will take practice and hopefully it will come more natural so I am not just giving things for free."
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Anthony, NY

"Edward is an excellent and knowledgeable instructor. His webinar opened up a whole new arena of providing additional client services while also opening up new revenue streams for accountants and tax service providers. Thank you."
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Kyle, NV

"The course was well presented and motivating on not only generating revenue from existing clients, but changing the approach for new client presentations. Ed was exceptional in his presentation of his knowledge on the topic."
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Patricia, VA

"The webinar was exceptionally informative and makes me rethink the value of the tax planning I've given in the past without additional compensation. I'll definitely put a value to the planning provided."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Edward Lyon, JD

TaxCoach System
Chief Tax Strategist
support@taxcoachsoftware.com
(513) 321-2820

Tcs

Edward A. Lyon is an authority on tax-strategy planning as well as small business building best practices. He has coached over 2,000 tax practice owners on how to build their businesses and has written five books in addition to appearing on over 300 television, radio, and internet broadcasts, including CNN, FoxNews, MSNBC, and CNBC.

About Our Presenter

Tcs
Our mission is to improve your satisfaction with your working life by helping you build the business of your dreams—by showing your clients how to save tax dollars and getting compensated for your advice.