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Tax Planning
Professionals

Learn how to save clients money on taxes through proactive tax planning, even if you’ve been providing only tax preparation services until now. We’ll guide you through every step of marketing, pricing, selling, onboarding and delivering tax planning services to clients.

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Make Tax Planning a Business

If you could sit down with a business owner for 45 minutes and ask them anything you wanted, would you be able to estimate how much they could save in taxes in the current year—even if you didn’t have their tax return? Tax planning is perhaps the most powerful tool you have in starting a client relationship. Do you feel like you:

  1. Know how to save clients money, and just need to charge more?
  2. Need to learn more strategies for helping clients save money?

If you answered “yes” to either of those questions, then you need Corvee Tax Planning Professionals. We give you the tools to be able to provide this value in a matter of minutes, and then deliver the final tax plan in just a few days. 

Make Tax Planning a Business

What is Tax Planning?

Before Year End…

After Year End…

Tax Planning is the process of looking at a person’s life, business, and regulatory requirements to LEGALLY reduce taxes.

Tax preparation is the process of preparing tax returns for submissions to IRS.

12/31/20XX

The Important Things You Need to Master to Make Tax Planning the Driver of Your Tax Firm

Get Appointments With Prospects Who Are Willing to Pay for Tax Planning

For us to be able to do a tax plan, we need at least $70,000 of taxable income projected over the next 12 months. We’ve designed LinkedIn marketing, Facebook advertising and email marketing campaigns to target these business owners and will give you and your team the templates to implement them all.

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Get Appointments With Prospects Who Are Willing to Pay for Tax Planning
Change Your Packaging and Stop Giving Away Tax Planning Services for Free

Change Your Packaging and Stop Giving Away Tax Planning Services for Free 

While you may be giving some tax planning services away for free, starting to package tax planning, implementation, quarterlies and preparation separately will increase the savings you can achieve per client. When you can achieve more savings, you can charge more—which means higher profit margins.

Pricing Based on Outcomes, Not Hours

While people talk about value pricing, few know how to do it well and get clients to see the value. We help you by first estimating the client’s current and future year savings. Then, you’ll charge 30% of the current year estimated savings for the tax plan. That amount does not include your fees for implementation, quarterlies or preparation.

Pricing Based on Outcomes, Not Hours
Show Prospects and Existing Clients the Value So They’re Willing to Pay

Show Prospects and Existing Clients the Value so They’re Willing to Pay

You might know a lot about tax planning, but how many new clients have you closed in the last 4 weeks? If the answer is less than 8, you need our 150+ slide education-based sales presentation. In it, we cover:

  • Planning versus preparation
  • Your background
  • 3 case studies
  • Types of savings
  • Prior year estimated overpayment
  • Current year estimated savings
  • Future year estimated savings
  • The process of working with you
  • 4 packaging options
  • Pricing for each packaging
  • Responses to key objections

Once the Client Pays, You’ll Learn Every Step for Successful Delivery

From the request list, questionnaires, kick-off call script and tax savings strategies to the tax plan itself, we give you the templates you need to be able to present a professional tax plan to the client, including:

  • Cover page
  • Table of contents
  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current year estimated savings
  • Future year estimated savings
  • Detailed listing of strategies with supporting documents
  • Estimated savings per strategy
Once the Client Pays, You’ll Learn Every Step for Successful Delivery
Planning Strategies and Supporting Documentation for Each

Planning Strategies and Supporting Documentation for Each

Our team of tax planning experts has scoured the tax code for the most common and most effective tax planning strategies for:

  • Maximize deductions
  • Legal entity structures
  • Retirement planning
  • Insurance and asset protection
  • Legal loopholes
  • Tax Cuts & Jobs Act (TCJA)
  • Families First Coronavirus Response Act (FFCRA)
  • Coronavirus Aid, Relief, and Economic Security Act (CARES)
  • Niche specific strategies
  • Advanced strategies
  • International asset & gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains

For each strategy we use to save your clients money on taxes, you can share supporting documentation which cover the following:

  • Description
  • Calculation
  • Savings ranges
  • Applicable years
  • Tax code references
  • Court case support
  • Video training by tax experts for each strategy
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Tax Experts in the US

Our team of Certified Public Accountants (CPAs), Enrolled Agents (EAs) and Juris Doctors (JDs) have saved their clients hundreds of millions in taxes. They are also eager to share insights into some of the most important things to consider at every step of your journey, from basic to advanced strategies. You’ll have access to these experts in our private Facebook group, and their materials from our client events.

Tax Experts in the US

Your New Suite of Tax Services

Once you transition to tax planning, you can also offer implementation, quarterlies and preparation. Each of these engagements is priced separately and can be bundled together, but must meet certain pricing targets. In almost every case, even though we charge the client 5-7x more than their previous year, they are still saving more post-tax cash. There are often also third-party commissions and fees you receive from clients, which are in addition to the fees below.

Planning

Planning

The planning is the most important part of the engagement. You are performing a review of your client’s tax position and making recommendations on how much you can save them. You’ll charge 30% of the estimated savings, minimum $2,500 and capped at $9,800.  We limit the pricing to $9,800 to get the client in the door. We make the rest during  implementation.

Implementation

Implementation

During the planning engagement, you’ll present the client with anywhere from 1-25+ strategies depending on their circumstances. You may choose 1-4 basic strategies to implement with planning, but most strategies require time to implement. We suggest you charge a minimum of $1,000 and up to tens of thousands or more for implementation. There may also be commissions from third parties.

Quarterlies

Quarterlies

We charge $1,000+ or more per quarter. If you’re bundling preparation, ensure that you add that to the price. Keeping up with the compliance to ensure the savings are defendable and realized in the returns, you may decide to charge for quarterly maintenance. This includes basic planning, implementation of basic planning strategies and review of financial results and estimated payments.

Preparation

Preparation

The preparation of the returns is a separate fee from the planning and the implementation. This also does not include any write-up or clean-up work. Business returns are a minimum of $1,200 with a target of $2,000+, while individual returns are a minimum of $750 with a target of $1,000+.

Our Clients Say It Best

Hear from tax firm owners who have made tax planning the centerpiece of their firm.

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All in One Solution Helps Tax Preparer Become a Tax Planner

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Tax Planning Side Hustle Able to Replace Full-Time Job for 52-Year Old by Investing in 7 Figure Firms

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How One CPA Went From a Struggling Payroll Firm to a Tax Planning Business

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Featured Resources

Blog

5 Tax Planning Strategies to Save Your Tax Clients Money Using Tax Planning Software

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Blog

7 Secrets to Grow Your Tax Firm With Tax Planning

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Blog

Your Guide to Sell Tax Planning

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Start Getting Paid to Save Clients Money on Taxes

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