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Level Up Your Tax Planning Game

The Accountant's Blueprint for Effortless and Scaleable Tax-Planning Efficiency

Discover the Secret to Effortless Business Growth and Unmatched Client Satisfaction with TaxPlanIQ™

Try TaxPlanIQ™ FreeClaim Your 14-Day Trial Now
10-Days to Closing a Tax Plan ChallengeJoin the Challenge Free Today
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Tax Planning Flywheel Webinar

INTRODUCING THE

This value-packed on-demand webinar will teach you exactly how to implement tax planning successfully in your accounting practice!

  • ​We've Helped Thousands of CPAs Get Out of the Rat Race: Tax season is a beating, we can help you break free from the control of the IRS 
  • ​We've Developed a Tax Planning Launching System That Works: We know it does, because we designed it 🙂
  • ​Tired of Working 60+ Hrs a Week?: We'll teach you how you can work less and earn more by offering tax planning

Here's what you'll learn:

Learn how to implement tax planning in your firm like a pro!

  • ​5 Steps to a Successful Tax Planning Offering: Everything You Need to Know to Launch!$997 (Value)
  • Transforming Your Firm with the Tax Planning Flywheel: Ready to level-up? We'll show you how$997 (Value)
  • Segment, Educate, Engage: How to connect with your clients like never before $997 (Value)

Total value: $2,991

FREE ACCESS TODAY!

GET STARTED NOW

As an accountant or tax preparer you know that your clients rely on your expertise to navigate the complex world of taxes. But with new laws and regulations constantly emerging, it's becoming increasingly difficult to keep up.

You may have noticed that some of your clients have been taking their tax planning needs to other professionals, and you can't help but wonder: what am I missing out on?

Well, you're not alone. Many tax professionals like yourself are struggling to stay ahead of the curve, and they're missing out on a huge opportunity.
You see, while preparing and filing taxes is important, it's just the tip of the iceberg.

By offering paid tax planning services, you can help your clients save thousands of dollars on their taxes, while also creating a stable and profitable revenue stream for your business.

But where do you start?

There's so much information out there, and it's hard to know who to trust.

That's where TaxPlanIQ comes in.

Made by accountants, at Meyer Tax, for accountants, like you.

Try TaxPlanIQ™ FreeClaim Your 14-Day Trial Now
10-Days to Closing a Tax Plan ChallengeJoin the Challenge Free Today
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A Typical Tax-Planner

  • ​Missed business opportunities: Inability to handle the demand for tax planning services
  • ​Reduced client satisfaction: Long wait times, missed deadlines, and lack of attention to detail lead to frustrated clients.
  • ​Damaged reputation: Inability to deliver on promises and provide expert advice undermines an accountant's reputation.
  • ​Decreased profitability: Inefficient use of time and resources results in lower profitability.
  • ​Increased stress and workload: The need to constantly play catch-up due to inefficient processes leads to increased stress and workload.
  • ​Poor client retention: Poor-quality services and missed deadlines lead to client churn.
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A Super Efficient TaxPlanIQ™ Tax-Planner

  • Increased client satisfaction: Ability to handle more clients and deliver timely, expert advice
  • ​More business opportunities: Ability to scale the tax planning service offering and attract new clients
  • ​Improved reputation: Clients trust an accountant who can consistently deliver on their promises
  • ​Increased profitability: Efficiency leads to better utilization of time and resources, resulting in higher profitability
  • ​Reduced stress and workload: Improved processes lead to less time spent on manual tasks, freeing up time for other important activities
  • ​Better client retention: Ability to deliver high-quality services consistently leads to better client retention and reduced churn.

If you don’t learn how to create an efficient tax-planning workflow, not only are you losing out on new business, but you're also damaging your reputation as a trusted advisor.

Your clients come to you for guidance and expert advice, and if you can't deliver on your promises, they'll start to look elsewhere.

It's time to take control of your paid tax planning service offering and start scaling it effectively. With the right processes and tools, you can turn that missed opportunity into a steady stream of new business, and have your current clients raving about your services.

Our proven strategy for scaling paid tax planning services includes a combination of marketing tools such as email follow-up sequences, and sales tools such as presentations and proposals. These tools will help you quickly and efficiently engage your leads and close more business.

In our 10-Days to Closing a Tax Plan challenge, we will guide you through the process of setting up the most efficient paid tax planning service offering, providing you with all the tools and resources you need to scale your business effectively.

10-Days to Closing a Tax Plan ChallengeJoin the Challenge Free Today

Typical Tax-Planners Are Struggling With:

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Creating a Reliable Stream of New Tax-Planning Leads

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Keeping Clients Engaged & Coming Back

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Closing Deals &
Delivering Results Quickly

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Implementing Scalable & Efficient Tax Planning Processes

The truth is, scaling paid tax planning services is not easy.

But TaxPlanIQ™ makes it simple.

Try TaxPlanIQ™ FreeClaim Your 14-Day Trial Now
10-Days to Closing a Tax Plan ChallengeJoin the Challenge Free Today
Schedule a TaxPlanIQ™ Demo

Take the first step and schedule a Tax Planning Scaling Consulting Call & Demo today!

During the call, we'll review your current offerings and challenges and show you how our strategy can help you scale your services with ease. Let's make paid tax planning a scalable and profitable part of your business.

Schedule a TaxPlanIQ™ Demo

Level Up Your Tax Planning Game:
The Accountant's Blueprint for Effortless Efficiency and Unstoppable Business Growth

Unleash Your Inner Tax Planning Pro: Discover the Secret to Effortless Business Growth and Unmatched Client Satisfaction

Don't let the lack of processes and tools hold you back from scaling your paid tax planning services.

Sign up for our 10-Days to Closing a Tax Plan challenge course today and start scaling your business effectively.

10-Days to Closing a Tax Plan ChallengeJoin the Challenge Free Today

Here's what you'll learn:

  • ​5 Steps to a Successful Tax Planning Offering: Everything You Need to Know to Launch!

$997 (Value)

  • ​Transforming Your Firm with the Tax Planning Flywheel: Ready to level-up? We'll show you how

$997 (Value)

  • Segment, Educate, Engage: How to connect with your clients like never before

$997 (Value)

Total value: $2,991

NORMALLY ONLY $997

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GET FREE ACCESS

TODAY ONLY

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ACCESS NOW FOR FREE!TODAY ONLY!
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