Step 1: Review Your Opportunities
- From your Pre-Work, Open the Draft Clients in TaxPlanIQ with the highest Potential Savings.
- Review the strategies that jAIne has suggested for this client.
- If you need to upload 1040s, go to your Dashboard and upload 1, or up to 100, 1040 PDFs. jAIne will read, redact, analyze, and propose strategies in minutes.
- To learn more about the strategies jAIne suggests, visit the Strategy Library inside TaxPlanIQ for details, requirements, and examples. Make sure the basics are covered in RAP or add yourself, usig the Strategy Library for basics (Choice of Entity, Income Shifting, Retirement Contributions, Charitable Planning, Healthcare).
Step 2: Reach Out to Your Top Clients
Once you’ve reviewed your Draft Clients, reach out to one or a few of the best-fit clients right away. These should be prioritized first, since the goal is to get your first tax plan moving within the next 10 business days. Use the personalized outreach email below.
Subject: Estimated [$$$] in potential tax savings for you
Hi [Client’s First Name],
I just finished reviewing your 202X 1040 and identified an estimated $[X] in potential tax savings through proactive planning strategies.
I’d like to schedule a quick call as soon as possible to walk you through these opportunities, provide a quote for my new tax advisory service, and begin implementing your personalized plan.
My availability is limited and I’m prioritizing clients who respond quickly. Are you available this week or early next week?
Looking forward to helping you keep more of what you’ve earned.
Best,
[Your Name]
(Bonus): Announce to All Clients and Prospects
After you’ve reached out personally to your top opportunities, expand awareness by making a general announcement to your broader client base.
General Client Announcement Email
Subject: Tax Planning ROI Initiative
Hi [Client’s First Name],
I have been revamping my practice this year towards tax planning, where I can show a tremendous return on investment to my clients. The process involves identifying clients who are responsive to a tax savings engagement, presenting you with an ROI (return on investment) quote, then implementing the plan.
For you, I have identified some potential tax planning opportunities based on your tax return, and it could mean several thousand in tax savings. If you are interested, can you return the following questions to me this week, and I’ll prioritize a tax plan proposal for you?
- Please list the age, occupation (if full-time or part-time student), and relationship of those you support financially.
- How much cash flow is available for retirement or other tax savings strategies this year? Would that change over the next five years or so?
- Describe your healthcare coverage. For example, is it a PPO or high deductible plan through your employer, the marketplace, a Christian sharing network, Medicare supplement, or long-term care? How much would you estimate you spend per year on out-of-pocket medical costs?
- Do you expect any significant (tens of thousands) changes to your income or deductions this year compared to last? Please explain.
- Have you set any charitable goals, such as giving a certain amount per year? Please provide detail.
Please also provide a couple of days and times next week you could meet via Zoom to review your ROI estimate together.
I will be working through client plans in the order information is received, so if I don’t hear back in 24 to 48 hours, I will assume you are not interested or available at this time. Thank you for your business and support.
LinkedIn Post Template
🚀 Big news, I’ve revamped my practice to focus on proactive tax planning!
Here’s what that means for you:
- I review past and current returns to uncover hidden opportunities.
- I provide an ROI (return on investment) quote showing the savings you can expect.
- I create and implement a tax plan designed to put thousands of dollars back in your pocket.
Many of my clients are already seeing several thousand in estimated tax savings, and I’d love to help more people do the same.
👉 If you want to know what kind of ROI is possible for you, reach out today or drop me a message here. I will be prioritizing clients who respond quickly.
#taxplanning #roi #valuepricing #taxadvisor