WEBINAR
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How to Close a 5-Figure Tax Planning Client in 30 Days
August 7, 2025 @ 12PM EST/ 9AM PT 

 
Hosted by Dave Lukas, CEO of TaxPlanIQ 

Dave Lukas- TPIQ Headshot (Updated 2025)

 

Learn the exact process top accountants use to land high-value tax planning clients fast.

Register Now

 

During This Live Webinar You'll Discover:

 

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

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

✔️ The "What You Keep" Close: The one slide that turns "this is too expensive" into "when do we start?" every time.

✔️ Post-Close Implementation System: The 90-day roadmap that ensures client success and sets you up for recurring annual revenue

About the Host

Dave Lukas- TPIQ Headshot (Updated 2025)

Dave Lukas

CEO of 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. He lives with his wife and daughter in Columbus, Ohio.

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

✔ CPA or tax professional ready to move beyond compliance work

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

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

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