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How to Turn 10 of Your Current Tax Return Clients Into Tax Advisory Engagements Before April 15
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Your clients already trust you. They send you their documents every year and pay your invoices without question. This guide shows you exactly how to turn 10 of them into high-value advisory clients before the filing deadline.
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Download today to Get How to Turn 10 of Your Current Tax Return Clients Into Tax Advisory Engagements Before April 15
Inside, You’ll Discover:
✓ How to Identify Your Top 10 Candidates Today: Simple red flags to look for in returns you are already preparing, including high self-employment tax ($10K+), real estate investors with multiple properties, business owners with strong cash flow, and life changes that create immediate planning opportunities.
✓ 5 Categories to Estimate Savings in 15 Minutes: Entity structure, retirement contributions, healthcare strategy, income shifting, and real estate depreciation. A business owner netting $150K with no S-Corp election, no retirement plan, no HSA, and two teenage kids could be looking at roughly $31,500 in potential annual savings.
✓ Two Proven Email Templates That Get Responses: Template A leads with a specific dollar amount for clients you have already reviewed. Template B is a low-friction opener for clients who fit the profile but you have not analyzed yet. Both are copy-and-send ready.
✓ The 5 Essential Discovery Questions: Each question is designed to uncover pain points, gather facts, and identify behavior gaps all at once, so you walk away with three to five specific strategies and a dollar amount for potential savings.
✓ Word-for-Word Sales Scripts and Objection Handlers: Exactly how to present the ROI report, walk clients through the traffic light risk system, ask for the close, and handle "It's too expensive," "I need to think about it," and "I can get this cheaper elsewhere."