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.
Our software will turn your small tax preparation firm into a powerfully optimized tax planning machine.
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.
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.
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.
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.
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.
Confirmed annual revenue growth for our small firm clients
Read our Methodology Memo for how we calculate these numbers
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.
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.
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.
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.
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.
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.
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.
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.
Learn from other small tax firm owners like you who have grown and optimized their firms with Corvee.
Please fill out the form below.
Fill out the form below, and we’ll be in touch.
Please fill out the form below.
Please fill out the form below.
Please fill out the form below.
Please fill out the form below.