Author. Consultant. Speaker. Co-founder of TaxCoach™ Software, LLC. Tax Planning Authority.
Edward A. Lyon, JD is the founder of the Tax Master Network, previously TaxCoach Software. He is an author, most recently, of Selling Tax Strategies: The Financial Gravity Guide to Building Your Business by Cutting Your Client’s Taxes. Ed is an expert in navigating the green and red lights of the tax code as well as helping tax professionals grow their business and save small business owners millions.
The Solution: FULFILLING Plans
As we worked with TaxCoach members over time, we refined our system to help them become even more effective and valuable. We realized the tax planning process includes three equally important steps. Just like when you go to the doctor, there’s a diagnosis, a prescription, and filling the prescription. We discovered that our TaxCoach software program was just a prescription pad. We weren’t doing nearly enough to help members fill the prescriptions we were helping them write.
At the same time, our longtime member John Pollock had launched Financial Gravity to build out plan implementation services under the “Tax Operating System®” umbrella. It just made perfect sense to join forces with an organization that was working to fill a gap that we weren’t suited to fill ourselves.
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