Reinvent Tax Season 2020
Channel: Corvee
Date: 16/01/2020

https://www.Corvee.com/Learn

Tax Season is here!

And most accountants are going to be busy working on those tax returns,

but it's actually a great time to upsell your existing clients.

Go through all of your clients that are making more thank 100k/yr on a Schedule C or business return, and set up a call with them.

If you can save them at least 7,500 for the year 2020, charge them for the tax plan in addition to the preparation.

Because now that you're charging them more, you can actually provide them more value!

And if you're worried about your time, think of it like this...

You can charge 1 client 8,000 and save them 16,000 for the year, or you can have 12 clients charging them 650 for just the business return.

Which would you rather work on?

Using our Tax Planning Decks, you'll be able to easily show the clients the value you're providing them, 

as well as how much you'll save them for last year, this year, and every year going forward.

If you're interested in learning more about how you can work with us, you can get started with us at https://www.Corvee.com/Learn 


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