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Automating Your Tax Prep Business: Preparing Your Clients for Signed Agreements with Ignition, Payment Upfront, and Relationship Pricing this Coming Tax Season
Tax System Automation: From Tax Return Preparation through Tax Debt Resolution
Tidal Wave Tuesday
Your Client’s BOI Report: What They Need to Do Now
How to Automate the Offer-in-Compromise Process: Save Taxpayers and Add an Extra $100,000 to Your Pocket in 2025
2024 Tax Season Update: Everything a Tax Pro Needs to Know This Tax Season
4th Annual Tax Rep Summit – Live in Orlando
How to Protect Your Tax and Accounting Practice – All of It
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Toggle Navigation
Why Tax Resolution
Join TRN
Compare Membership Levels
TRN Platinum Mastermind
GET CERTIFIED
Events
All Training & Events
TRN Platinum Information Session
Automating Your Tax Prep Business: Preparing Your Clients for Signed Agreements with Ignition, Payment Upfront, and Relationship Pricing this Coming Tax Season
Tax System Automation: From Tax Return Preparation through Tax Debt Resolution
Tidal Wave Tuesday
Your Client’s BOI Report: What They Need to Do Now
How to Automate the Offer-in-Compromise Process: Save Taxpayers and Add an Extra $100,000 to Your Pocket in 2025
2024 Tax Season Update: Everything a Tax Pro Needs to Know This Tax Season
4th Annual Tax Rep Summit – Live in Orlando
How to Protect Your Tax and Accounting Practice – All of It
Resources
Complimentary Resources
TRN App
TRN Podcast
Books
Tax Liens and Tax Levies
Checklists, Letters, and Forms
IRS Offers
Resolving Payroll Taxes
Resolving Tax Debts
IRS Collections
How to Build a Million Dollar Practice
Blog
Press
About Us
Our Team
Testimonials
CPE/CE
Refund Policy
Contact
Program 20230614 Advisory Summit – 5. Recording / Handouts
Klemens Raab
2023-06-16T14:35:07-04:00
Thank you for joining us for this program!
MATERIALS AND HANDOUTS
RECORDINGS
NOTE: No credit for recording.
1. What Are “Tax Advisory” Services?
2. Worst Tax Season EVER: Maintaining Your Mental Health
3. Leveraging Technology: The Tech Tools to Use
4. Action Steps: What is Next?
5. Pricing: How to Go from Hourly / Product Billing to “Relationship Pricing”
6. Converting Existing Clients and Attracting New Clients
Program brought to you by:
SLIDES AND EXHIBITS
SLIDES (PDF)
TIMED AGENDA (PDF)
2023 Q2 MAX BROLIN TAX PLAN PROPOSAL (PDF)
2023 Q2 MAX BROLIN TAX PLAN (PDF)
MAX BROLIN TAX REASONABLE COMPENSATION REPORT (PDF)
REASONABLE COMPENSATION 40-HOUR WORKSHEET (XLSX)
ENTITY SELECTION WORKBOOK (XLSX)
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