Build, Finalize & Schedule Your First Tax Plan

Join Us Live

Be sure to join today’s live challenge call at 12 pm CST.

Today's Action Items

Step 1: Build Your Draft ROI Reports

• Open your Draft Client in TaxPlanIQ.
  
  
• Verify client details (RAP pre-fills most info, add anything missing from the 1040 PDF).
  
  
• Confirm tax bracket and overview fields RAP has pre-filled.
  
  
• Add at least 3 strategies RAP suggests or add your own.
  
  
• Review your ROI result and target 90%+ accuracy.
  
  

  ---

Step 2: Finalize Pricing & Create the Plans

• If in Draft RAP:
  
  
  • Go to the ROI Fee stage.
    
    
  • Click Add Fee.
    
    
  • Confirm any tasks you want created.
    
    
  • Click Create Plan to finalize.
    
    
• If plan already created:
  
  
  • Go to Plan Details → ✏️ Fees → Add/Edit Fee.
    
    
  • Update pricing or strategies as needed.
    
    

Step 3: Apply CURB Factors

• CURB = Complexity, Uncertainty, Risk, Benefits.
  
  
• Assign Low, Medium, or High (1–3 scale).
  
  
• CURB helps set pricing ranges:
  
  
  • Low CURB: ~10–20% of identified savings.
    
    
  • High CURB: up to 40–50% of savings.
    
    
• Intangibles matter:
  
  
  • Deferred vs permanent elimination of a tax strategy.
    
    
  • Concierge-level service provided to the client.
    
    

Step 4: Schedule Your Client Meeting for Next Week

Once your ROI Report is 90–95% complete:

• Send a meeting confirmation email to your client.
  
  
• Include a Zoom invite for next week.
  
  

Sample Confirmation Email

Subject: Your Tax Planning Meeting

Hi [Client’s First Name],

I’ve done a detailed analysis of your tax situation. I’ve identified an estimated [% ROI] return on investment for you, and I’m really excited. You should have received a calendar invitation for our Zoom session on [insert agreed upon date/time, or suggest date/time/give your eCal].

I’m showing an estimate of $[conservative number] in potential tax savings. In our meeting, we will go over a quote for how I can assist you and an implementation timeline. Some of the strategies depend on immediate action. I look forward to “seeing” you soon.

Knock-Them-Off-The-Fence Email (If you get ghosted)

Subject: Final follow up on your tax savings

Hi [Client’s First Name],

I hope you are doing well. I haven't heard back from you which usually means one of two things:

• You need more time.
• You have decided not to proceed.
  
  

I don't suppose that is the case with you, is it??

If you'd like to meet and go over your tax savings quote. Here is my calendar link: [insert link]

If you have moved in a different direction, that is perfectly fine. I would just appreciate a reply to close it out. Please note that re-engaging later will be subject to my availability.

Warmest regards,

Moving on Email

Subject: Closing out your tax savings case

Hi [Client’s First Name],

I understand how busy this time of year can be. Since I have not heard back, I will go ahead and close your tax savings case for now. This means you will not receive the outlined savings opportunities for 2025.

If your circumstances change, I would be happy to hear from you, though please note that re-engagement will be subject to my availability at that time.

Thank you again for considering this work.

Warmest regards,.

📝 Quick Checklist

• Build Draft ROI Report in TaxPlanIQ
  
  
• Add at least 3 strategies (use RAP first)
  
  
• ROI Fee Stage → Add Fee → Confirm Tasks → Create Plan
  
  
• Apply CURB factors (Low–Medium–High)
  
  
• Confirm pricing + finalize plan
  
  
• Send meeting confirmation email
  
  
• Schedule client meeting for next week