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Attract More Clients with Our Proven Tax Planning Marketing Strategies

Maximize Your Reach, Drive Growth, and Unlock the Full Potential of Your Tax Planning Services

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Don't Know Where to Start?

You're eager to begin offering paid tax planning services, but aren't sure how to attract new tax-planning clients or pitch your new offer to existing clients.

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We'll Guide You Step-By-Step!

Our proven methods for marketing and selling paid tax planning services will help you identify your ideal client groups, create compelling content, and ultimately, close more deals!

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On-Demand Webinar

10-Steps to Launching & Marketing Tax Planning

This value-packed on-demand webinar will teach you exactly how to market
tax-planning services to your current clients, while attracting new clients like crazy!

  • ​We've Helped Hundreds of CPAs Sell Tax Plans  : Ready to 2x (or even 3x) your firm? Selling Tax Plans is the key.
  • Our Proven Tax-Planning Marketing System WorksWe know it does, because it's the exact formula our founder used to transform her firm and change her life forever! 🙂
  • Tired of Working 60+ Hrs a Week: Learn how to effectively market your tax-planning services, and say goodbye to 60 hour work weeks!

Here's what you'll learn:

Learn how to market tax-planning services
in your firm!

  • How to Launch & Market Tax-Planning in Just 2 Hours....... $997 (Value)
  • Our Proven, Winning Cold
    Email Formula
    ....... $997 (Value)
  • ​Roadmap to Pitch, Sell, and Deliver
    Tax-Planning Like a Pro....... $997 (Value)
  • ​Create a Tax-Planning Client
    Demand Funnel & Have Clients
    Begging to Buy
    ....... $997 (Value)

Total value: $3,988


Attention all ambitious Accountants, CPAs, and EAs!

Are you ready to attract more tax-planning clients than ever?

It's time to master the art of marketing and watch your business thrive!

With the help of TaxPlanIQ™, you'll learn how to attract a flood of clients looking for your expertise and watch your business soar.

We understand that as an accountant that’s new to offering paid tax planning services, your expertise lies in providing top-notch advice to your clients, but marketing your new paid tax-planning services can be a challenge.

How do you find clients for your new offer?

How do you pitch the offer to an existing client when you’ve been offering FREE tax planning advice for years?

We know, it’s overwhelming.

That's where we come in.

Our expert team at TaxPlanIQ™ is here to help you unleash your inner marketer and attract a flood of clients looking for tax planning expertise. (We’ll also teach you how to offer this to your current clients that have been receiving your free tax-planning advice!!)

From identifying your target market to crafting the perfect message, we'll guide you through the process of marketing your tax planning services with confidence.

You'll be amazed at the results you'll see when you sell your paid tax planning services with the guidance of TaxPlanIQ™.

But, we don't stop there.

We understand that marketing is just one piece of the puzzle. That's why we also offer a comprehensive approach to tax planning services, ensuring you have all the tools you need to succeed.

Our team will guide you through the process of identifying your unique challenges and opportunities, creating a personalized plan of attack, and implementing the strategies that will save you and your clients thousands on taxes.

Don't miss out on this opportunity to grow your firm and become a tax-planning-marketing-pro.

So, what are you waiting for?

Get started now by watching our FREE Tax-Planning Marketing webinar!

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Accountants that don’t know how to market tax-planning services:

  • Depend on referrals for new clients
  • ​Can’t demonstrate the ROI of their services
  • ​Doesn’t stand out from the competition
  • ​Viewed as mediocre instead of an industry expert
  • ​Unable to reach potential clients effectively
  • ​Poor client engagement and retention
successful accountant

Tax planner that uses
TaxPlanIQ™ Marketing strategies:

  • Effortlessly transitions clients from free-tax-advice to paid-tax-planning-packages with confidence
  • ​Continuous flood of new clients
  • ​Perceived as a trusted
  • ​Increased revenue…. building the firm of their dreams
  • ​Clients become life-long-raving-fans

What will you learn in our 10-Steps to Launching & Marketing Tax Planning Webinar?

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How to pitch your new tax-planning offer to your current clients like a pro!

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Identify and engage new tax planning clients in a few simple steps!

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Use digital marketing & social media to attract more tax-planning clients!

Why is TaxPlanIQ™ the Leader in Tax-Planning Marketing?

We are a team of tax-planning experts who have figured out the perfect formula to market and sell tax-planning services.

We’ve helped countless businesses in the tax planning industry grow and succeed. Our expertise and guidance can help you master the art of marketing your tax planning services to attract more clients and increase your revenue.

With our help, you can effectively communicate the value of your services to your target audience and set yourself apart from the competition. Whether it's through targeted advertising campaigns, social media marketing, or content creation, we will work with you to develop a marketing strategy that resonates with your audience and drives results.

We understand that every business is unique and has its own set of challenges.

That's why we offer personalized guidance tailored to your specific needs and goals. Our team will work with you every step of the way, offering support and guidance as you navigate the world of marketing your tax planning services.

So why wait? Take control of your firm today and let us help you master the art of marketing your tax planning services. With our expert guidance, you'll be well on your way to attracting more clients, increasing your revenue, and reaching new heights of success.

Here's what you'll learn:

  • How to Launch & Market Tax-Planning
    in Just 2 Hours....... 
    $997 (Value)
  • Our Proven, Winning Cold Email
    Formula ....... 
    $997 (Value)
  • Roadmap to Pitch, Sell, and Deliver Tax-Planning
     Like a Pro ....... 
    $997 (Value)
  • Create a Tax-Planning Client Demand Funnel & Have Clients Begging to Buy Your Services ....... $997 (Value)

Total value: $3,988


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