Attention: Tax and Finance Professionals...

Finally!
Plain-English Tax Planning
that
Builds Your Business

TaxCoach™ gives your clients a plain-English plan for beating the IRS. Legally!

And that gives you:

• More clients
• More billings
• More referrals
• More satisfaction

Imagine filling your office with satisfied clients, happy to pay premium fees, and eager to refer you to friends and family.

AICPA surveys reveal what clients want most is proactive solutions for their problems.

TaxCoach™ gives your clients a proactive solution for their biggest problem of all — their income tax bill. Now you can give them what they really want. (Savings!)

And TaxCoach™ gives you a complete business development system. You get a comprehensive Marketing Guide, forms and templates for marketing your service, seminar kits, weekly updates, and even a personal consultation.

TaxCoach™ provides the tools to differentiate you from your competition, no matter which category you fall into:

• If you're looking to ramp up a new practice, TaxCoach™ gives you a complete "business in a box" to attract clients and generate immediate income, without expensive advertising, direct mail, or telemarketing programs.
• If you're looking to reinforce your value to your current clients, you'll find tools and templates to continually remind them how much you add to their bottom line.
• If you're looking to reinvent your practice - by replacing low-fee 1040 clients with monthly businesses, or by adding financial planning services - TaxCoach™ gives you a system for making the "big impact" you're looking for.

Look — If you're satisfied with the seasonal grind, happy to watch your business grow through chance and circumstance, then put down this letter. Pick up a magazine or turn on Dancing with the Stars. We won't be offended. Our system isn't for everyone.

But if you want more from your practice — like a year-round stream of happy, satisfied clients, eager to pay premium fees, enthusiastic to refer friends, family, and associates, then read on. This information may change the way you look at your business.

What does it take to build a successful tax practice?

My name is Ed Lyon. I earned my law degree from the University of Cincinnati College of Law. I've written four books on tax and financial planning. I've appeared on over 200 television, radio, and internet broadcasts, including CNN, Fox News, CNBC, and even The Roseanne Show. (She dubbed me "the funniest tax guy in America." )

Back in 2001, I created my "Instant tax Relief" product to sell at seminars.

Then I realized I could customize that report for my personal clients - take that generic text, pick and choose which strategies to present, and drop each client's name (along with my own!) at the bottom of each page.

As crude as those first plans looked, clients loved them. No one had ever seen anything like it. Finally, a plan to beat the IRS. Legally!

In 2002, I prepared a plan for my friend and neighbor, Keith VandeStadt. Keith is a CPA and financial systems consultant who started at Price Waterhouse before leaving to practice on his own. He's implemented systems for clients like Procter & Gamble, Owens-Illinois, and the Tennessee Valley Authority.

I restructured his business to simplify his accounting, implemented a medical expense reimbursement plan, and showed him how to shift some of his personal expenses to his business return. Basically, the plan saved him a small fortune.

So when it came time to develop the TaxCoach™ system, Keith was a natural partner. He had seen it work himself, and he knew how to create the tool to let you make it work for your clients.

Keith and I polished the system to make you look good, and in 2005, we launched. Since then, over 1,149 of you have joined us to give your clients the proactive planning that makes you heroes. I've consulted personally with hundreds of you, and listened as you've told me how to fine-tune the system for real-world results.

Along the way, we created a real community. Hosted our first national gathering, along with a series of small-group "roundtables" across the country. Launched our All-Stars mastermind group. And even created the TaxCoach Hall of Fame, a territory-exclusive, "done for you" program that lets you outsource your toughest marketing headaches - TaxCoach™ style!

We know TaxCoach™ works because that's what our members tell us. Read on to learn how you can put TaxCoach™ to work for you.

TaxCoach™ Works for Your Clients

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 advice our clients are dying for. Those of us who do, don't translate that value into premium fees and steady referrals.

I've spoken to more than 200 audiences in over 30 states across the country. The first thing I do is ask them 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 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 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.

How fast can you grow your business if you deliver planning services your clients will pay premium fees for, and tout to their friends, families, and associates?

Deliver True Tax Planning

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. Then 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.)

A Clear and Relevant Plan

The plan starts with a clear, concise Executive Summary, with ballpark "Potential Savings" estimates. These first pages preview the most valuable strategies recommended in the plan. You can use the Summary as a discussion document, or, as a standalone deliverable, to introduce tax planning opportunities. You can even attach the Summary to a client's 1040, to introduce planning services to your current clients.

The main report follows the Executive Summary. Depending on your clients’ circumstances, each tailored report consists of up to 113 modules. These strategies are proven - they're the same ones I've used for years, generating client reactions from happiness all the way to downright astonishment at the savings.

Would your clients think you're a hero if you showed them:

• Eight ways to avoid the alternative minimum tax
• The "S" Corporation strategy Senator John Edwards used to save $562,000 in self-employment tax
• Income-splitting strategies to cut family tax bills
• The 54-year old strategy that lets clients deduct family medical bills as business expenses
• Special investments to reward clients with tax credits
• Little-known depreciation strategies for real estate investors
• How to deduct children's "allowance"
• Smart tax strategies for buying, owning, and selling mutual funds

Each strategy module is written in plain English. (In fact, an IRS Revenue Agent from the Small Business/ Self-Employed Division who reviewed the system told me she wished I could write for them!)

Each module fits on a single page, with easy-to-understand examples, charts, tables, and graphics. Modules are fully sourced and footnoted to the Internal Revenue Code, Treasury regulations, and other appropriate sources. (Click on the drop-down box below to see the complete list of strategy modules.)

Each page is personalized for you and your client. And each plan includes a custom cover page, table of contents, and an "About the Planner" page you can customize with your photo, your logo, and your biography.

At this point you're probably asking, "so what does a TaxCoach™ plan look like?" Click here to see a sample plan. This sample shows only a few modules; your actual plans will generally run 20-60 modules, depending on the client.

TaxCoach™ Works for You

Now that you see what "true tax planning" means for your clients, let's see what TaxCoach™ means 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 your competitor 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, now you're not 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 preparers 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. 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.

Business Development Bonuses

Your TaxCoach™ membership includes the "Marketing Playbook": six bonus business development tools virtually guaranteed to grow your business using the system:

Bonus #1: Marketing Guide

You don't have to be a "salesman" to sell tax savings. You just need the right tools.

The TaxCoach™ Marketing Guide is a complete tax-planning "business-in-a-box." It walks you step-by-step through how to put TaxCoach™ to work for you, growing your business. You'll learn all the tips, tricks and pitfalls - but without all the trial and error:

• How to charge premium fees — and make them stick (less than one percent of your competitors understand this strategy!)
• How to establish valuable professional alliances
• The single most powerful question for generating new clients
• Pricing lessons from WalMart (not what you think!)
• How to target lucrative niche markets (build your reputation and watch referrals come pouring in)
• How to establish your value as you interview new prospects

The Guide also includes:

• "endorsed mailing" kit,
• target marketing strategies,
• fee-setting guidelines,
• approach letters,
• follow-up letters,
• engagement letters.

It's all done for you.

Bonus #2: Forms & Templates

TaxCoach™ includes template forms in Microsoft Word® that clients can customize to implement your recommendations. These include:

• Independent contractor agreement
• Medical expense reimbursement plan
• Education assistance plan
• Charitable trust templates

TaxCoach™ also gives you Implementation Guides - step-by-step tasklists for putting TaxCoach™ strategies into action.

Bonus #3: "30 Days to 30 Clients"

You wouldn't start a new business without a business plan, would you? (Would you?) The TaxCoach™ "30 Days to 30 Clients" plan gives you a turn-by-turn road map for delivering 30 planning consultations in 30 days. You can offer free plans to attract new clients. Or you can charge whatever fee you like to quickly ramp up revenues.

Bonus #4: Seminar Kits

You don't have to be Tony Robbins to deliver successful seminars. You just need the right presentation.

TaxCoach™ seminar kits are complete "seminars-in-a-box." The collection includes customizeable kits for small business owners, portfolio holders, real estate investors, and retirees. There's also a "networking" presentation designed for introducing yourself at local gatherings. There's even an "Obama Tax Outlook" presentation for audiences curious about the incoming President's tax proposals.

Each kit includes a customizable PowerPoint® presentation with speaker's script, handouts, and invitations. You'll also find a Seminar Success Guide with handy tips for promoting your appearance, delivering your presentation, and converting guests into clients.

You could pay up to $1,000 for a single seminar kit. Or you can access them all, for free, as part of your TaxCoach™ subscription.

Bonus #5: Phone Consultation

This is a 30-minute conversation with me personally. Together, we'll customize a step-by-step plan for using TaxCoach™ to take your business from where you are today to where you'd like to be tomorrow.

Bonus #6: Monthly Mailed Newsletter

Finally, you'll get our monthly TaxCoach Lineup, mailed directly to your office. The Lineup offers an in-depth analysis of one or more marketing topics, as well as highlights of key articles from recent Briefs, upcoming events, special announcements, etc..
 

 

"It has been very easy to get existing clients to pony up for a plan.   I just tell them that I have some ideas which I think could save them a lot of money and do they want me to take a look to see what I can do."   "Naturally, they say okay.   I call them back with a teaser of saving thousands of dollars and during that conversation I tell them that the cost of the plan will be $750."   "So far I have delivered 10 plans and have yet to have anyone say no."   "Of course, not all of my tax clients can be helped but almost all of my write-up clients can be assisted." Bill Zumwalt, CPA Tulsa, OK "What a team you are, I am so impressed! First my emails are answered immediately, and then I get a phone call to clarify the answer to my question even further. Thank you so much — it's not often one gets such great service."   Nadine Malpas, EA Alpine, UT "I really like the system. It fits right into what we do as a tax and financial planning firm."   Jim Cantwell, CPA Silver Spring, MD "I want to focus more on the clients that TaxCoach was designed for. I am sold on TaxCoach and will always use it."   Roger Hourihan, Liberty, NY

No-Risk Trial

By now you're probably worried about how much all this costs. After all, comprehensive tax-prep suites cost at least $1,000, and in some cases more than ten times that. And that just gets you in the game. No pro-active planning. No Marketing Guide. No seminar kits. No client alerts.

You'll be pleased to discover that TaxCoach™ guards your marketing dollars as jealously as it guards your clients' taxes.

• A single-user membership costs just $69 per month, billed automatically to your Visa, Mastercard, American Express, or Discover card. Generate as many plans as you like for the same all-inclusive fee. That's just $2.30 per day for the most powerful new business development tool available. You can't buy a decent cup of coffee for that little.
• Annual "MVP" memberships and multiple-user licenses are available at a discount. Call us at 513/321-2820 or send us an email (click here) with your request, and we'll contact you to discuss pricing.
• Elite programs are also available, offering advanced levels of service and access, including:
   
   - one-on-one coaching with Ed Lyon,
   - masterminding with TaxCoach peers,
   - website overhauls,
   - target market and prospect list development,
   - done-for-you client acquisition direct-mail campaigns,
   - client-retention email and newsletter systems, and
   - territory exclusivity.
   
  Click here for more information.

Try it for 30 days with no risk! If you're not convinced that TaxCoach™ is the "secret weapon" you need to build your business, contact us within 30 days for a full refund of your first month's membership. You can't lose!

And there's no long-term commitment — you can cancel anytime.

How many new clients do you need to attract to justify your investment? You can pay for an entire year's membership with a single client. But don't think in terms of recouping your investment. Think of multiplying it by dozens or even hundreds of times. There's just nothing else like TaxCoach™.

There's no software to install. We've designed TaxCoach™ as a web-based application. This lets us update content and add features instantly, without annoying CD-ROM mailings and frustrating software installations, or upgrades to your PC.

You can access TaxCoach™ from any computer with an internet connection and Microsoft® Internet Explorer. Draft a plan at home tonight, then print it from your office tomorrow.

Your client files are secure. We don't collect Social Security numbers or client credit data, and financial privacy laws strictly prohibit us from disclosing any client information. We pledge never to contact your clients directly. (Click here for our complete privacy policy)

Click below to activate your no-risk trial via our secure server. In less time than it took to read this letter, you'll have access to a unique suite of tools to build your business, your fees, and your referrals. Save your clients a fortune and have them sing your praises.

Are you serious about growing your business? Then how can you say no? Try it today, and soon you'll need some TaxCoach™ strategies for yourself!

Sincerely,

Edward A. Lyon, JD

Join Now!

TaxCoach Software, LLC
2619 Erie Ave., Suite 2D
Cincinnati, Ohio 45208
(513) 321-2820