When was the last time your tax professional came to you and said, “here’s an idea I think will save you money”? If you’re like most business owners, the answer is “never.” And that answer exposes an expensive failure at the heart of America’s finances. Most tax pros do a perfectly good job telling you how much you owe. But they do little if anything to tell you how to pay less. And that gap between what clients need and what they want creates tremendous opportunities for more proactive accountants and financial advisors to create value for their clients. I’ve spent the last two decades of my career helping advisors and their clients accomplish just that.
In 2005, I created TaxCoach Software. TaxCoach was the first system to give clients a plain-English plan full of concepts and strategies to pay less, instead of dense, impenetrable spreadsheets. I’ve helped over 3,000 members use proactive tax planning to grow their businesses, and personally coached hundreds more to new heights of success. Since then, several competitors have popped up to offer similar training and resources. Most of them are my former students, and all of them trace their roots to my initial success.
In 2015, I merged TaxCoach into Financial Gravity Companies, Inc. and rebranded it as Tax Master Network. Financial Gravity helps CPAs and EAs escape the commoditized tax gives tax professionals a uniquely successful done-for-you system to help escape the commoditized tax prep business by becoming multifamily office directors.
In 2023, I added a new role as Chief Tax Planner for Excel Empire, a full-service business owner’s family office. Excel Empire gives me the opportunity to work with new partners in the financial service space and create a new certification program (title to be determined), to add expertise and credibility to their efforts.
Along the way, I’ve written over 10 books on marketing and delivering tax planning services. I’ve appeared on dozens of national television broadcasts (CNN, Fox News, MSNBC, and CNBC). I’ve delivered hundreds of live presentations to a wide range of audiences: tax professionals, of course, along with insurance and financial advisors, real estate agents and investors, and industries as diverse as healthcare professionals, auto mechanics, tool & die operators, and pawnshop owners.
Are you a CPA or EA looking to escape the tax season grind and add high-value, high-margin service to stand out from your competition? Message me to learn how to do that. Are you an insurance or financial advisor looking to do more than sell the same products as everyone else? Message me to learn how to do that. Are you a business owner who’s tired of watching your CPA put the right numbers in the right boxes on the right forms – then call it a day? Message me to discover a better way.