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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

Gift

Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

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did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

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did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

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did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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GROW10
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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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4-hour workweek — Not weekend!

Unlocking Tax Savings: Mastering the Augusta Rule (Section 280A) for Small Business Owners
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In Tim Ferris’ book, the 4-hour workweek helped change my work life, and maybe yours too, but it does not have to control every aspect of your lifestyle. Structured weeks is one of the first things we teach in the program The Certified Accountant, and for good reason….what gets scheduled gets done. It’s that simple.

Do I “optimize” my personal time with hourly blocks on my e-cal? Heck no….I love having an entire weekend with zero plans nor schedule to just be with my kids and family, BUT I worked my bum off to get to where I don’t work any overtime, nights, or weekends in my businesses and can literally just do nothing when I want to.

I am also a huge research geek, and some days I just want to spend hours figuring out the perfect green meal replacement drink, shop for an athleisure blazer or create new tax strategies in TaxPlanIQ, and it makes me happy. But that’s because I’ve earned that time and ability to spend it. I’ve gained back all the wasted time and inefficiencies on the work I did NOT like doing, so I could use that time for whatever I want! And that’s what we teach students to do.

That’s why I adore tax planning so much. It’s the easiest way to value price clients and produce raving fans while getting you out of the rat race. That's what I call bridging passion with purpose (which I went so many years looking for and am so blessed to help others with now). So yes…optimize your efficiencies for everything that’s just an “eh” on your to-do list, and earn back that time to waste on the things you “yay” love instead. And if you want help, lemme know.

Do you have a book that changed your life? I wanna know that too!

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