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3 Perfect Tax Planning Clients: Which Strategy Stacks to Use & How to Price Each
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The complete playbook for identifying, serving, and pricing tax planning services for your most profitable clients - with real-world examples and ROI calculations.
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Download today to Get 3 Perfect Tax Planning Clients: Which Strategy Stacks to Use & How to Price Each
Inside, You’ll Discover:
✓ The RAP Process: A repeatable system for reading, analyzing, and proposing tax strategies that ensure consistent results
✓ Avatar #1 - The Solopreneur: 5 strategies for Schedule C business owners earning $100K+
✓ Avatar #2 - The Real Estate Investor: REP status secrets, cost segregation tactics, and NIIT avoidance strategies worth $100K+
✓ Avatar #3 - The High-Income Executive: Advanced strategies for $400K+ earners including LIRP, backdoor Roth, and QSBS exclusions
✓ The ROI Method™ and CURB Framework: Exactly how to price tax planning services based on value, not hours
✓ Value-based pricing tiers: Learn when and what to charge as your ongoing tax planning fees