With our tax program prospects call you
A powerful business-building strategy -- when you provide tax preparation services in your community prospects call you, tax season after tax season.
Discover how to never have to do another financial workshop ever again.
Exponential Growth
When they come for tax prep services, they instantly become a potential sale.
Proven Business Model
Generates 75 to 150 new clients each year who need your insurance products.
Increase production
You don’t have to prepare the tax returns yourself to increase production.
Hands-on training and more to get you started
Learn how to use a tax return as a powerful sales tool from top producers who have successfully grown their own practice with our tax model.
Learn how to market your new tax services
From traditional direct mail marketing during the tax season, to social media campaigns, we provide powerful tools for promoting your tax services.
A Choice of Two Proven Tax Business Models
We work with you to determine the best tax program for your business and your market, to help you generate instant revenue and more prospects.
Convert tax clients into financial planning clients
Our tax program provides unmatched potential for converting tax clients into loyal financial clients who refer you to their friends and family.