Tax Planning
Professionals

Make Tax Planning a Business and Get More Tax Clients

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 to grow your tax practice. 

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

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 help grow your tax practice and target these business owners. We will give you and your team the templates to implement them all.

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.

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: