Put Ed Lyon's TaxCoach™ strategies to work for your clients.

Looking To Grow Your Tax Business?

TaxCoach™ Is Plain-English Tax Planning —
That Builds Your Business Year-Round

Tax Accountants
 
Excerpts from TaxCoach™ Briefs
— the weekly e-newsletter presented by TaxCoach Software, LLC —
 

As a tax accountant, you know what "true tax planning" means for your clients. Now let's see what TaxCoach™ can mean for your business.

Justify Premium Fees

Like it or not, tax preparation is a commodity business. Clients can always find someone faster, cheaper, or more convenient. This makes it hard to justify premium fees.

If your client thinks you and other tax accountants deliver the same service, you're both "apples." And apples-to-apples comparisons make it hard for you to charge more.

But if your client sees you deliver more, you're no longer an apple. Now you're an "orange." Now you can use an apples-to-oranges comparison to set whatever fee you like. Who cares what your "competition" charges if they can't actually compete?

TaxCoach™ stacks the deck in your favor. It gives you the extra value you need to avoid those apples-to-apples comparisons.

Generate Year-Round Income

Traditional tax accountants don't have much to offer outside "the season." (Remember Jeopardy champion Ken Jennings? His amazing run ended when he couldn't identify H&R Block as the company whose 70,000 seasonal white-collar employees work just 4 months a year.)

You can meet a new client in August and wait months to get paid for filing his return next April. It doesn't matter how impressive you are if your job doesn't start 'till the season.

Or you can use TaxCoach™ . . . prepare a written plan for whatever fee you choose to charge . . . impress him enough to refer two more clients in time to pay for your Christmas vacation . . . and charge far more in April to implement his plan than you ever could to merely file his return!

Why wait till April to get paid? Why risk losing him between now and then?

Boost Client Loyalty

TaxCoach™ clients know you're not just dropping the "right" numbers into the right boxes on the right forms. TaxCoach™ clients know you're working year-round to save them money, in all areas of their finances.

This means better clients - loyal clients, willing to pay premium fees, not lured away by your competitor with the closer office, the cheaper price, or the longer hours. When a smart-aleck like me asks them if their tax guy has ever come to them and said "here's an idea I think will save you money," you'll be bullet-proof.

Boost Referrals

TaxCoach™ clients save money - sometimes big money. That doesn't just boost client loyalty.

TaxCoach™ turns clients into raving fans, happy to refer you to friends, family, and colleagues. And clients generally refer "up", which boosts your business even more.

Protect Your Practice

No one likes to worry about mistakes. But sometimes, clients make them. We're the tax accountants, but they don't listen to our advice, or don't implement it correctly.

TaxCoach™ documents your work and your recommendations. If clients fail to listen, or fail to implement, you're protected. Your work is documented to protect you from your own clients' mistakes.

At your option, TaxCoach™ reports include a Circular 230 disclaimer.

Keep Your Clients Up-to-Date

As tax accountants, it's hard enough to keep up with tax changes ourselves. But how can we keep our clients informed of the changes that affect them the most? And how can we turn that effort into a marketing advantage?

The TaxCoach™ "Client Alerts" do all the work for you. Let's say that the IRS issues a new ruling on parents who employ their children in family-run businesses. TaxCoach™ scans your client database for clients affected by that ruling, and personalizes letters from you to them.

Just print, sign, and mail! In minutes, you've delivered important breaking news to your clients. And this is news they can really use - far more valuable than any canned newsletter.

Use Client Alerts to build loyalty, stimulate referrals, and generate additional planning engagements.

Click here to learn more about tax accountants and TaxCoach™.

 

The Tax Accountant . . .

 

"Bottom line
recommendation:
 
Give TaxCoach a spin."
 
- Greg LaFollette,
Executive Editor,
CPA Technology Advisor
 
www.thetechgap.com

 

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