2619 Erie Ave., Suite 2D
Cincinnati, OH 45208
Most clients say their tax pro has rarely come to them with an idea that will save them money. But most tax pros are waiting for their client to ask. In that gap is a fortune in wasted taxes that clients don't have to pay - and a fortune in new business and increased loyalty for a tax pro who can turn "being proactive" into a profit center.
TaxCoach is a unique system which generates proactive tax plans tailored to a client's circumstances - along with the marketing expertise to leverage that value, and approach clients with confidence. That confidence comes from knowing you are truly providing value to clients, and it means you can finally charge what you're worth for your expertise.
Higher-level TaxCoach members also receive regular 1-on-1 coaching calls, masterminding sessions, done-for-you marketing and referral development programs, website overhauls, national meetings, and even a unique designation that announces to clients that THEY are the proactive advisor, Certified Tax Coach.