We make it fast and easy to build your own tax office using secure cloud technology. Connect with CPAs, market to prospects, cross sell to clients, and build a stream of revenue with Tax Marketing MentorsTM.
What do you think about getting
25-50 new leads a month?
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Harness the power of the cloud to connect to a nationwide team of 24/7 CPAs and tax professionals - without hiring any additional staff!
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With their expertise at your fingertips, add credibility to your practice and start serving wealthier clients with complex tax situations.
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Just securely upload client paperwork and get back a completed tax return for a flat fee of just $169 per return.
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Present tax-saving alternatives using an included pro-forma return to help clients and prospects take control of their taxes.
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Use our customizable postcards, mailers, and proven scripts to prospect for tax preparation clients.
"I've received several phone calls and have already met with one individual who appears to have about $650,000 in retirement savings accounts. The intake went smoothly and he agreed to do a Roth 'what-if' analysis. Thanks for all your help."
Mr. Ric K.
"This week we began meeting with “tax clients” for free portfolio reviews. So far, we have written one Life case @ 6K target, moved $300k in funds to our B/D, anticipate closing on a $675,000 pension rollover in June. In total, we have identified over $7.5m in potential accounts and are working on getting everyone in before Memorial Day."
Mr. Chris T.
What is the Tax Cloud?
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Highly Interested Financial Professionals Only: If you're serious about growing your
business, click the button now to request more information.
Your Success is Important!
We Want to be Your Tax Partner!
No Hassle! No Headaches!
Get it Done Right the First Time!
The secret that will make tax season a HUGE prospecting opportunity for financial advisers…
See more new prospects in a month than most advisers see in a year.
It's Hassle-Free!
No tax forms necessary.
It's Convenient!
Use it from any PC, 24 hours a day from your home or office.
It's Affordable!
No expensive staff to hire.
It's Easy!
A process that's user-friendly.
Ready to boost business with Tax Marketing Mentors™?
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Watch this informative webinar presented by Paul Dyer, a Tax Cloud expert, as he explains in detail how this systems works.