VIP- Tax Plan Accelerator

Enroll now to turn tax prep clients into paid planning clients in the next 14 days.

What you will get
• Live encore training with priority Q&A
• Replay access for 14 days
• Complete marketing funnel to sell planning this season
• Email sequence, landing page copy, call script, and one page offer sheet
• Pricing calculator and proposal template
• Client success checklist to deliver the first plan end to end
• Starter templates for intake, scope, and plan summary
• Members only resource hub with updates for the current tax year

Details and disclaimers
• Live on Zoom at 4 pm PT / 7 pm ET next Wednesday. Replay included.
• VIP is for one seat and is intended for educational use only. Results will vary by firm and client base.
• No legal, tax, or investment advice is provided. Implement with your professional judgment.
• Refunds are honored within 7 days of purchase.
• By completing checkout you agree to the Terms of Service and Privacy Policy.