Close search field
Make Tax Planning Your Firm's Competitive Advantage

Make Tax Planning Your Firm’s Competitive Advantage

Specialty: Tax
Size: Sole Practitioner
Annual Revenue: Less Than $250K

Transition your sole practitioner firm to tax planning, implementation, preparation and quarterlies where you can save your clients thousands of dollars per year in taxes and get paid for it—all year round!

Our Tax Planning Software Enables You to Prepare a Tax Plan in Minutes

Launch your tax planning, client collaboration and payments software to generate beautiful tax plans and proposals and request all the information and files you need to get paid to save your clients thousands of dollars a year in taxes—right in the software.

Tax Planning Proposals and Plans to Save Clients Money on Taxes

Scan your clients’ tax returns, automatically pull the data and create estimated tax savings proposals for clients so you can convert them from low-paying tax preparation to highly-profitable tax planning engagements. Corvee Tax Planning helps you create the proposals, savings estimates, strategy summaries and final tax planning deliverables you’ll present to your clients.

Tax Planning Proposals and Plans to Save Clients Money on Taxes

Scan your clients’ tax returns, automatically pull the data and create estimated tax savings proposals for clients so you can convert them from low-paying tax preparation to highly-profitable tax planning engagements. Corvee Tax Planning helps you create the proposals, savings estimates, strategy summaries and final tax planning deliverables you’ll present to your clients.

Tax Planning Proposals and Plans to Save Clients Money on Taxes
Get All the Information You Need to Do Tax Planning and Tax Preparation

Get All the Information You Need to Do Tax Planning and Tax Preparation

Chasing hundreds of tax clients for agreements, engagement letters, questionnaires and file requests can feel like catching flies. Corvee Client Collaboration puts all of your client requests in one centralized, secure client portal where you can see exactly what’s outstanding from the client. This way, you can prepare returns and plans in just one sitting.

Charge Your Clients With Ease

One-time, annual recurring, quarterly recurring, monthly recurring and custom dates are easy with Corvee Client Payments. You can store thousands of credit cards so you get paid upfront, in full, and never have to wonder if a client will pay an invoice ever again.

Charge Your Clients With Ease

Learn to Acquire, Price and Deliver High-Paying Tax Planning Clients With Corvee Growth & Development Programs

Tax planning, client acquisition and pricing policies, implemented alongside our community and 1-on-1 coaching, will allow you to grow your sole practitioner tax firm year after year while maintaining high profit margins. Our 12-month growth and development programs also include weekly Q&A calls with industry experts and both in-person and virtual events so you can meet and learn from others like you.

Learn to Acquire, Price and Deliver High-Paying Tax Planning Clients With Corvee Growth & Development Programs

Confirmed annual revenue growth for our sole practitioner firm clients

Read our Methodology Memo for how we calculate these numbers

Grow Your Tax Firm With Fewer Clients and More Revenue

Grow Your Tax Firm With Fewer Clients and More Revenue

The lifetime value of business owners can be 10-20x that of a stand-alone 1040. We’ll help you redesign your marketing process to generate appointments with business owners willing and able to pay for tax planning all year round.

Make the Transition From Tax Preparation to Tax Planning

We’ll help you learn the strategies and present a 150+ slide education-based sales deck to get clients used to paying $500-600 per year for tax preparation to pay $2,500-9,800+ for tax planning instead.

Make the Transition From Tax Preparation to Tax Planning
Develop Pricing Policies for Tax Preparation, Tax Planning and Tax Season Increases

Develop Pricing Policies for Tax Preparation, Tax Planning and Tax Season Increases

During tax season every single year, you should be increasing your fees across the board. The number of tax plans you close each year will determine how aggressive you can be with the price increase letter you’ll send in January for business and individual returns. We’ll give you all the marketing, sales and delivery materials to improve your pricing and profitability every year.

Join Our Corvee Advisors Partnership and Improve Your Tax Plans With Tax-Advantaged Wealth Management

Learn How Investments and Insurance Affect Tax Planning

Learn How Investments and Insurance Affect Tax Planning

Retirement planning, investments and insurance play a massive role in your clients’ overall tax planning process. While you may not be a licensed financial advisor, the recommendations you make for tax savings require an advisor to implement. Additionally, there are dozens of strategies that you may be unaware of, but that you may want to include in your tax plans. You can partner with us to learn how investments and insurance can be used to enhance the tax planning you do for your clients.

Partner With a Licensed Financial Advisor Who Understands Taxes

We’ll connect you with a licensed financial advisor who understands how tax and wealth management work together. You’ll review your client list and determine which clients will be a good fit for tax-advantaged wealth management.

Partner With a Licensed Financial Advisor Who Understands Taxes
Share in Advisory Fees Even If You're Not Licensed

Share in Advisory Fees Even If You’re Not Licensed

In many states, you can partner and share in advisory fees (1% AUM) even if you’re not licensed. Additionally, if you decide to become insurance-licensed, you can share in those fees as well.

More to Explore for Sole Practitioner Tax Firms

We’ve created the roadmap for you to grow your sole practitioner tax firm, while providing more value to your clients than the competition. Here’s how.

Tax Planning

Tax Planning

Learn how to save your clients tens of thousands of dollars in taxes every single year using deductions, legal entity structures, retirement planning, insurance, advanced strategies, niche strategies and more. We’ll give you all the marketing, sales and delivery materials to make tax planning your core business.

Tax Resolution

Tax Resolution

Learn how to fight against the IRS for your clients—and get paid for it. Offer compromises, installment agreements, Currently Not Collectible statuses, bankruptcy solutions and more. We’ll give you the marketing, sales and delivery materials to help clients with tax resolution.

Client Acquisition

Client Acquisition

We’ve designed the most effective LinkedIn marketing, Facebook advertising and email newsletters for existing clients and prospects, to produce appointments every single week with clients willing to pay for tax planning.

Pricing Your Services

Pricing Your Services

Most firms charge for just tax preparation. We’ve redesigned pricing into planning, implementation, quarterly and preparation. This allows you to take a simple return paying $650 per year and save them tens of thousands in taxes, while you charge $5,000-10,000+. We’ll help you redesign your pricing process and annual tax season price increase to turn low-paying returns into high-paying grateful clients.

Making Your First Hire

Making Your First Hire

Once you’ve properly priced your services for profitability, you’re going to need to hire your first tax preparer. We’ve mapped out the processes for placing job ads, conducting interviews, drafting offer letters, offering competitive compensation and onboarding step by step so you can make your first hire with confidence.

Managing Your Time

Managing Your Time

When you’re just getting started, you have to manage marketing, sales, delivery and every other operations process in your sole practitioner tax firm. We’ll help you set priorities and track your tasks, so you can generate the revenue you need to build a team that can deliver without you.

Profitability Assessment

Profitability Assessment

You should be making 60-70% net profit on a cash basis. If you’re not, it’s because your pricing is too low and your staff costs are too high. We’ll help you perform a profitability assessment and make a plan to improve margins.

Our Clients Say It Best

Learn from sole practitioner tax firm owners like you who have made the transition to Corvee.


See All Case Studies

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Interested in Partnering?

Fill out the form below, and we’ll be in touch.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

AccountingTax.com by Andrew Argue is now Corvee