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

Clients don't just want to file their taxes. They want to save taxes. That's why H&R Block advertises their "Free Second Look," for clients who don't want to waste a single unnecessary tax dollar. That's why TurboTax® ads feature a happy wife telling her husband "it found us another deduction."

Most of us don't offer the kind of proactive planning and tax strategies our clients are dying for. Those of us who do, don't translate that value into premium fees and steady referrals.

I speak to audiences across the country. I ask everyone to raise their hand if their tax pro has come to them and said "here's an idea I think will save you money." And it's like asking a class of seventh-grade math students to step up to the board. Maybe one in ten hands goes up - if that.

If your client is in the audience - and you haven't actually saved him money - he may not be your client much longer!

I tell my audiences that the key to beating the IRS - legally - is planning. I don't care how good you are with a stack of receipts on April 15. If your client didn't know what tax strategies she could use . . . if she didn't know she could take bonus depreciation on her new Acura . . . if she didn't know she could set up a medical expense reimbursement plan and write off her daughter's braces as a business expense . . . if she didn't know she could turbocharge her SEP contributions by switching to a solo 401(k) . . . there's nothing you or any other tax preparer can do to help.

Real tax planning isn't about record-keeping and receipts. It's about introducing, explaining, and implementing tax strategies that help clients hold on to more of their hard-earned cash. And that, in turn, establishes your value, as a trusted advisor, not a commodity.

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

Click here to learn more about tax strategies from TaxCoach™.

 

Tax Strategy . . .

 

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

 

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