Free Download:
The 10-Day Tax Planning System
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Most CPAs are trapped in the compliance-only model—reactive and deadline-driven. But a small group of tax professionals has discovered a systematic approach to closing $10,000-$50,000 tax planning engagements in just 10 days.
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Download Today to Get The 10-Day Tax Planning System
Inside, You’ll Discover:
✓ The exact 10-day roadmap that transforms you from compliance-focused to advisory-driven—without needing to be a tax planning expert first
✓ The ROI Method™ of value pricing that lets you charge 20-35% of identified savings for guaranteed 200-400% client ROI
✓ How to identify your best opportunities using simple red flags that signal $50,000+ in savings potential
✓ The 5 discovery questions that uncover exactly which strategies will work for each client—so plans actually get implemented
✓ The winning sales presentation structure that handles every objection before clients even ask
✓ Word-for-word scripts for outreach emails, discovery calls, pricing conversations, and closing deals
✓ The "What You Keep" slide that makes saying yes the obvious choice—clients see exactly how much they net after your fees
✓ Implementation timelines and client onboarding processes that prevent scope creep and set clear boundaries
✓ How to scale systematically from 1 client to 12-24 advisory engagements generating $240K-$384K in new revenue