In this fast paced and entertaining seminar, you’ll learn how to price your services highlighting your expertise and how to use tax planning as a lead for attracting new clients paying premium fees. Breathe new life into your existing book of business and create client loyalty by reinforcing your value. Over the past 9 years, the TaxCoach community has grown to include over 500 tax and finance professionals from across the country. From weekly member call-ins to national masterminding conferences, we’ve learned from our members’ successes the most effective ways to get the clients we want and we will show you how.
Understand how to identify tax-planning prospects
Develop a proactive planning philosophy
How to position tax planning as a separate engagement
How to price tax-planning services to eliminate fee resistance
TaxCoach System
Chief Tax Strategist
[email protected]
(513) 321-2820
Edward A. Lyon is an authority on tax-strategy planning as well as small business building best practices. He has coached over 2,000 tax practice owners on how to build their businesses and has written five books in addition to appearing on over 300 television, radio, and internet broadcasts, including CNN, FoxNews, MSNBC, and CNBC.