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Grow Your Tax Firm Through Tax Planning

Grow Your Tax Firm Through Tax Planning

Specialty: Tax
Size: Small Firm
Annual Revenue: $250K – $1M

Start building a team of tax professionals that can perform tax planning, preparation and quarterlies so you can stop preparing and reviewing and spend your time increasing revenue, client value and profit margins instead.

Request & Receive the Information You Need to Service Clients & Create Tax Plans in Minutes With Corvee Software

Our software will turn your small tax preparation firm into a powerfully optimized tax planning machine.

Create Tax Planning Proposals & Deliverables

Analyze clients tax return by scanning and extracting the key information needed to save them thousands in taxes. Finalize which strategies you want to recommend and export tax planning proposals and final tax plan deliverables to help clients realize savings while increasing revenue per client.

Create Tax Planning Proposals and Deliverables

Analyze clients’ tax returns by scanning and extracting the key information needed to save them thousands in taxes. Finalize the strategies you want to recommend, and export tax planning proposals and final tax plan deliverables to help clients realize savings—all while increasing revenue per client.

Create Tax Planning Proposals & Deliverables
Enable Staff and Managers to Tax-Plan Without You

Enable Staff and Managers to Tax-Plan Without You

Corvee Tax Planning allows tax staff and managers to analyze returns and develop recommendations for saving clients money on taxes. Your team will be able to prepare a proposal and a final tax plan without you being involved in the delivery.

Engagement Letters, Questionnaires, File Requests and Payments

A crucial part of the tax planning process is getting all the information you require from tax returns and questionnaires to be able to create a tax plan. Corvee Client Collaboration allows you to request, scan and pull the key information that you need from each client for tax planning. At the same time, Corvee Client Payments allows you to get paid upfront and in full—all in the same place.

Engagement Letters, Questionnaires, File Requests and Payments

Scale Your Marketing Through Tax Planning and Build a Team Which Can Deliver Without You Through Corvee Growth & Development Programs

We’ve designed the marketing, sales, delivery and operations processes to take a small tax firm to $1M+ in revenue and beyond. From active marketing, pricing, packaging, sales materials, a streamlined delivery process and the tools to hire a team that can fulfill without you —we’ve got you covered. Our 12-month growth and development programs include 1-on-1 success coaching, weekly Q&A calls with industry experts, a private client community to ask questions and get quick feedback and both in-person and virtual events so you can meet and learn from others like you.

Scale Your Marketing Through Tax Planning and Build a Team Which Can Deliver Without You Through Corvee Growth & Development Programs

Confirmed annual revenue growth for our small firm clients

Read our Methodology Memo for how we calculate these numbers

Convert New Prospects and Existing Clients For Tax Planning Services

Convert New Prospects and Existing Clients For Tax Planning Services

Use a 150+ slide education-based sales presentation to teach clients the difference between tax planning and tax preparation, show their estimated savings in the current year and future years and present the value and price. These presentations can also be used for planning, quarterlies and for charging for strategy implementation.

Build a Tax Marketing Process to Generate 10-20 Appointments per Week

LinkedIn marketing, Facebook advertising and email newsletters are the combination you need to create a stream of business-owner clients who know what tax planning is and are ready to pay for it.

Build a Tax Marketing Process to Generate 10-20 Appointments per Week
Hire Your First Tax Manager Who Can Review Returns Without You

Hire Your First Tax Manager Who Can Review Returns Without You

To take your small tax firm to the next level, tax returns preparation, review and tax planning need to be performed without you. You need to hire full-time, technically proficient and well-compensated tax professionals so you can step back from being an accountant and focus on managing your business.

Strengthen Your Value to Clients With Tax-Advantaged Investments & Insurance Products Through Corvee Advisors

Partner with a financial advisor to help your clients with tax-advantaged wealth management. This partner will become part of your team, allowing you to expand your service offerings and share in fees, without the need to take tests and become licensed yourself.

Review Returns For Tax-Advantaged Wealth Management Opportunities

Your team needs to be trained to review tax returns and identify tax savings opportunities, including through investments and insurance. We’ll help you partner with an advisor to fulfill these products and services.

Review Returns For Tax-Advantaged Wealth Management Opportunities

Partner With a Licensed Financial 
Advisor

Partner With a Licensed Financial
Advisor

We’ll help you partner with a licensed financial advisor who will be an extension of your team while you quarterback the client relationship. This way, your firm will be able to service all of your clients’ investment and insurance needs.

Share in Advisory Fees Even If
You’re Not Licensed

There are 11 states in which you don’t need to be licensed to share in advisory fees (1% AUM). This can become a passive revenue stream and a significant percentage of your profit margins.

Share in Advisory Fees Even If 
You're Not Licensed

More to Explore for Small Tax Firms

You’re moving from being a tax preparer to a business owner. There are many challenges along the way. Our team has analyzed over 9,000 firms and mapped out the process for success at every step of the way.

Tax Planning

Tax Planning

Many of your clients have been overpaying in taxes for years. We’ll give you the marketing, sales and delivery materials you need to get paid to help your clients save money in taxes.

Tax Resolution

Tax Resolution

Tax resolution will inevitably be a part of your small tax firm, whether you like it or not. Juris Doctors (JDs), Certified Public Accountants (CPAs) and Enrolled Agents (EAs) can help clients fight against the Internal Revenue Service (IRS) with offers in compromise, installment agreements and more. Bifurcated tax planning and tax resolution can be a powerful combination to help your clients end their fight with the IRS and save money on taxes.

Client Acquisition

Client Acquisition

Every single day, you should receive a report from your admin and/or marketing team. This report should include the number of leads, appointments and new clients that were generated the previous day. We’ll help you create a fully functioning inbound marketing process on LinkedIn, Facebook and through email newsletters, optimized specifically for a tax planning firm.

Pricing Your Services

Pricing Your Services

We’ll help you review your client list—business returns, Schedule Cs and 1040s. Every week, we’ll list the clients which are underpaying and make a plan for upselling, repackaging, adding commissionable services or renegotiating their pricing. We’ve got pricing policies designed to help your small tax firm reach 50-60% net profit margins every year.

Making Your First Hire

Profitability Assessment

Our goal for a small tax firm is to reach 50-60% net profit margins on a cash basis. If you’re not reaching those numbers, why? We’ll help you analyze your pricing, packaging, client size and organizational chart and design a plan to increase your revenue while maintaining profit margins.

Managing Your Time

Managing Your Time

For your small tax firm to truly grow, you’ve got to first stop preparing returns yourself. Then, stop reviewing returns yourself. We’ll help you build onboarding, task management and workflow processes to ensure your clients are being well-served while you step back into a more strategic role.

Building Your Marketing Team

Building Your Marketing Team

Marketing coordinators, admin staff and personal assistants can support you in the daily operations associated with running a predictable inbound marketing funnel. We’ll help you install this process into your tax firm and train your staff to report results to you each week.

Hiring Tax Managers

Hiring Tax Managers

Competitive compensation, tax experience and a cultural fit are all keys to hiring your first tax manager. Not only will this person prepare returns and manage the team, they will also review returns so you can fully step back from the process of preparing tax returns. We’ll help you with the entire tax manager hiring process from recruiting, interviewing, onboarding and ongoing performance management.

Our Clients Say It Best

Learn from other small tax firm owners like you who have grown and optimized their firms with Corvee.


See All Case Studies

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