Traditional tax “planning” spreadsheets don’t actually plan anything. They project future tax liabilities in excruciating detail – usually far more detail than clients need or even appreciate. It leaves you the job of translating spreadsheets into concepts and strategies. And it’s obsolete every time Congress changes the law. Is it any wonder clients are confused?

But how do you introduce, explain, and implement those strategies? How do you choose the best strategies for each client? That’s where TMN comes in.

“True tax planning” works like what happens when you visit the doctor. Typically, three things happen:

1. First, the doctor examines you and diagnoses the problem.
2. Next, the doctor prescribes the solution. What’s it going to take to fix the problem?
3. Finally, someone fills the prescription. That might involve a trip to the pharmacy for medication. It might mean surgery. It might mean physical therapy. But if the problem is serious, it’s not just going to fix itself.

TMN-style tax planning follows that same model.

1. The “diagnosis” typically takes the form of a free tax assessment. You’ll look over your prospect’s business and personal tax returns and ask you a series of questions about their goals and resources. (Don’t worry if this sounds intimidating. Our “Rosetta Stone” presentation helps you quickly identify opportunities from your prospect’s returns. We can even help you turn current clients into planning prospects without worrying about embarrassing yourself for not having done this previously.)
2. The prescription takes the form of a written tax plan that introduces clients to the right concepts and strategies. Everything is footnoted and sourced to the relevant tax code sections, Treasury regulations, or appropriate authorities.
3. Finally, the TMN’s Tax Operating System® “fills the prescription.” This includes the implementation guides, checklists, forms, and templates, and referrals to specialists that you need to put the strategies to work, document them properly, and audit-proof your returns.”

TMN is a one-stop shop for the tools, resources, and training you need to make it all happen.

The monthly membership provides you with everything from marketing resources, standardized tax plan pricing, done-for-you tax plans, and an extensive list of partner and vendors to implement the money saving strategies. By becoming a member, you partner with the Tax Master Network to offer higher level services that make your clients wealthier and generate year-round revenue for your business.