Tax Planning Bootcamp: Educating & Selling Tax Planning to Clients

Get fit for tax planning season in Part 2 of this 3 part series. Learn the 10 Steps to tax planning nirvana with a practical case study and demos of TaxFitness software, so you can deliver great tax planning strategies and services for clients.

In this session, we cover:

• Continuing the tax planning process: 10 Steps

• Step 3: Fees and charging clients

  • Pricing systems & basis

  • How to set pricing/fees

  • Applying our case study

• Step 4: Educate clients

  • Tax planning process

  • Benefits of educating clients

  • Repetition & Marketing strategies

• Step 5: Sell service to clients

  • Start with your top clients

  • Client proposal

• 10 Tax-Saving Entities

Date recorded: 6 May 2025