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LIVE WEBINAR

How to Close a 5-Figure Tax Planning Client Before October 15th

Wednesday, August 12, 2026 @ 12PM EST/ 9AM PT

Hosted by:

Dave Lukas, CEO TaxPlanIQ

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Learn the exact process top accountants use to land high-value tax planning clients before the extension deadline

Register Now

Clients on extension are already thinking about their tax bill, and October 15th gives you a natural deadline to work against. Two months is plenty of time to identify a prospect, run the numbers, present the plan, and close your first 5-figure engagement!

During This Live Webinar You'll Discover:

Yellow Checkmark-Marker StyleThe Simple 2-Text Outreach Method: The exact messages that get existing clients to say "yes" to discovery calls without being pushy or salesy

Yellow Checkmark-Marker StyleThe Discovery-to-Proposal Framework: How to run discovery calls that naturally lead to $10K-$25K proposals (including the objection-handling scripts that close deals)

Yellow Checkmark-Marker StyleThe "What You Keep" Close: The one slide that turns "this is too expensive" into "when do we start?" every time

Yellow Checkmark-Marker StyleThe Client Implementation Process: The step-by-step workflow that takes you from 1040 upload through onboarding, quarterly check-ins, and the annual strategy meeting, so the plan you sell gets delivered and renewed year after year

Yellow Checkmark-Marker StyleThe People Behind the Process: Get a behind the scenes look at TaxPlanIQ’s structured 45-day journey led by a team of 6 tax professionals that each firm gets, from platform setup and strategy training to sales coaching and long-term support.

BONUS: Hear from a firm owner who just joined TaxPlanIQ and sold their first plan within 45 days. Hear how they found the client, what the conversation looked like, the objections they faced, and how fast it all happened.

YOUR HOST

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Dave Lukas 

CEO, TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships.

Register for the Live Webinar Above if you’re a…

✓ Accountant, CPA, or Advisor ready to move into tax planning

✓ Firm looking to add $100K+ in annual recurring revenue

✓ Tax pro who wants to work with fewer, higher-value clients