The Original Insurance & AUM Machine

The business-building strategy behind our proprietary Tax programs are straightforward: when you provide tax preparation services in your community, you grow a loyal client base that comes back to see you – tax season after tax season.

With a track record for generating 75 to 150 new clients each and every year, our Tax Programs has transformed the careers of hundreds of our advisors – including our own founders.

Each client who comes to your office to pick up their completed tax return instantly becomes a potential selling opportunity. Meanwhile, you get the benefit of an added stream of revenue plus near-immediate growth in your bottom line.

When you start using the tax return as a sales tool, not only will you uncover assets, but start to become the holistic advisor you’ve always dreamed of being.

Read more about the multiple tax programs we customize to fit your practice