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

Traditional tax "planning" software doesn't actually plan anything. It projects future tax liabilities in excruciating detail - usually far more detail than clients need or even appreciate. It leaves you the job of translating spreadsheets into concepts and strategies. And it's obsolete every time Congress changes the law. Is it any wonder clients are confused?

"True tax planning" means giving your clients specific strategies - telling them what to do, how to do it, and when to do it - to cut their bottom-line tax bill.

But how do you introduce, explain, and implement those strategies? How do you choose the best strategies for each client? That's where TaxCoach™ comes in.

TaxCoach™ is new and different. Clients complete a simple three-page survey (the same one we've developed over four years of testing) with check-the-box questions on their family and home, their business, and their investments.

It takes less than five minutes to enter your client's information. You can even do it without the client’s return. This means you can prepare a plan long before you ever prepare a return, regardless of which tax-prep software you use.

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. (Of course, you can override and customize each report as you see fit.)

TaxCoach™ plans are not spreadsheets. They're plain-English, narrative reports that show clients what the spreadsheets mean to them, without burying them in detail. The plans tell clients what to do to realize savings. (Of course you can always supplement TaxCoach™ plans with spreadsheet projections like those from BNA Income Tax Planner™ — but most clients will focus on the concepts and leave the details to you.)

Click here to learn more about tax planning with TaxCoach™.

 

Tax Plans . . .

 

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

 

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