Sell Tax Planning With Tax Master Network
Tax planning software, tax planning training, and marketing resources for CPAs and tax professionals.
Limited time offer: First month of membership for .99 cents.
Tax Master Network Membership Includes:
Tax Ninja Software
Cutting-edge tax planning software.
Technical Training
All of the training you need to present and manage the tax-saving strategies to "wow" your clients.
Sales Training
Proven strategies for marketing and selling high-dollar planning engagements.
Wednesday Member Call
Weekly discussion for sharing ideas and success stories.
TMN Book Club
50% less fun than Oprah's Book Club, but with none of the crying.
Fueled
Personal development courses focused on business development and practice management skills.
TMN Facebook Group
24/7 access to Tax Masters across the country.
Tax Master Network Portal
Your homepage for TMN resources.
Access to F.AT.E. 101
Financial Advisor Technical Education opens the door to adding lucrative financial services and makes you a better tax planner even if you don't want to add those services yourself.
Tax Ninja Software
Cutting-edge tax planning software.
Technical Training
All of the training you need to present and manage the tax-saving strategies to "wow" your clients.
Sales Training
Proven strategies for marketing and selling high-dollar planning engagements.
Wednesday Member Call
Weekly discussion for sharing ideas and success stories.
TMN Book Club
50% less fun than Oprah's Book Club, but with none of the crying.
Tax Master Network Portal
Your homepage for TMN resources.
TMN Facebook Group
24/7 access to Tax Masters across the country.
Fueled Archive
Archive of personal development courses focuses on business development and practice management skills.
Access to F.AT.E. 101
Financial Advisor Technical Education opens the door to adding lucrative financial services and makes you a better tax planner even if you don't want to add those services yourself.
Get the tools you need
to build your business and impress your clients. First month is .99 cents!
What does it take to build a top-dollar tax practice?
What does it take to fill your office with satisfied clients, eager to pay premium fees and refer you to friends and family?
You could try giving them the same “numbers in boxes” as everyone else.
(And wind up with the same results as everyone else.)
Or you can give your clients an edge.
You can give them a plan, to “beat the IRS,” legally, morally, and ethically. You can give them the savings they really want!
Tax Master Network turns you into a true tax planner and trusted advisor.
It gives you the tools and techniques you need to stand out from the crowd and attract the high-value clients you really want.
Are you just starting your tax practice?
TMN can jump-start your growth and generate immediate income without expensive direct mail, social media, or telemarketing programs.
Are you looking to take an established practice to the next level?
TMN can help you leverage your most valuable client relationships into higher fees and predictable, recurring revenue.
Are you satisfied with the tax season grind?
If you are content to watch your business grow through chance and circumstance, then put down this letter. Pick up a magazine or turn on a Law & Order repeat. I won’t be offended. My system isn’t for everyone.
Or do you want MORE from your tax practice?
If you want a year-round stream of happy, satisfied clients, eager to pay premium fees, enthusiastic to refer friends, family, and associates, then read on. This information WILL change the way you look at your business.
You could try giving them the same “numbers in boxes” as everyone else.
(And wind up with the same results as everyone else.)
Or you can give your clients an edge.
You can give them a plan, to “beat the IRS,” legally, morally, and ethically. You can give them the savings they really want!
Tax Master Network turns you into a true tax planner and trusted advisor.
It gives you the tools and techniques you need to stand out from the crowd and attract the high-value clients you really want.
Are you just starting your tax practice?
TMN can jump-start your growth and generate immediate income without expensive direct mail, social media, or telemarketing programs.
Are you looking to take an established practice to the next level?
TMN can help you leverage your most valuable client relationships into higher fees and predictable, recurring revenue.
Are you satisfied with the tax season grind?
If you are content to watch your business grow through chance and circumstance, then put down this letter. Pick up a magazine or turn on a Law & Order repeat. I won’t be offended. My system isn’t for everyone.
Or do you want MORE from your tax practice?
If you want a year-round stream of happy, satisfied clients, eager to pay premium fees, enthusiastic to refer friends, family, and associates, then read on. This information WILL change the way you look at your business.
What does it take to succeed in building a tax practice?
My Name is Ed Lyon.
I earned my law degree from the University of Cincinnati College of Law. I’ve delivered over 300 in-person seminars and served clients across the country. I’ve appeared on over 500 television, radio, and internet broadcasts, including CNN, Fox News, CNBC, and even The Roseanne Show. (She dubbed me “the funniest tax guy in America.”) I’ve helped over 3,000 tax professionals across the country build more satisfying, more successful, and more lucrative businesses.
I’ve learned that most tax professionals don’t offer the kind of proactive planning and advice their clients are dying for.
Those who do, rarely translate that value into premium fees and steady referrals.
I speak to business owner audiences across the country.
I ask everyone to raise their hand if their tax pro has come to them and said “here’s an idea I think will save you money.” And it’s like asking a class of seventh-grade math students to step up to the board. Maybe one in ten hands goes up – if that.
If your client is in the audience – and you haven’t actually saved him money – he may not be your client much longer!
I tell my audiences that the key to beating the IRS – legally – is planning.
I don’t care how good you are with a stack of receipts on April 15. If your client didn’t know she could take bonus depreciation on her new Acura . . . if she didn’t know she could set up a medical expense reimbursement plan and write off her daughter’s braces as a business expense . . . if she didn’t know she could turbocharge her SEP contributions by switching to a solo 401(k) . . . there’s nothing you or any other tax preparer can do to help.
Real tax planning isn’t about putting numbers in boxes.
It’s about introducing, explaining, and implementing strategies that help clients hold on to more of their hard-earned cash. And that, in turn, establishes your value, as a trusted advisor, not a commodity.
There's a key to growing your business.
You need to deliver planning services your clients will pay premium fees for, and tout to their friends, families, and associates.
Tax Master Membership
Everything you need to build a year-round, million-dollar tax planning — for only $99!
First month for .99 cents. Limited time offer!
Transform Your Business
Into a Year-Round Money Machine for only .99 cents for the first month!
Deliver True Tax Planning
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
- First, the doctor examines you and diagnoses the problem.
- Next, the doctor prescribes the solution. What’s it going to take to fix the problem?
- 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.
- 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.)
- 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.
- 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-style tax planning follows that same model.
- 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.)
- 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.
- 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.
Here’s Everything TMN Gives You to Build Your Year-Round Business
Tax Master Network first rolled out what has become the Tax Ninja software all the way back in 2005. Members loved the software, and asked us “how can we find clients for it?” So we started adding marketing and sales tools. Then they asked us how we could help them manage their new planning-oriented business, so we started adding practice-management tools. Then they asked us for help implementing the plans, so we started adding those tools. And so on, and so on, and so on.
Today’s Tax Master Network is far more than just “software” or even “tools and resources.” It’s a complete business development system that takes prospects and clients all the way from “Attention” to “Interest” to “Desire” to “Action.” We stop at telling you what to do, or even giving you the tools to do it. We teach you how to use the tools, and in some cases even use them with you, to transform your old-school “tax season” into a 21st-century year-round revenue machine!
Tax Ninja Software
Tax Ninja Software software is the core of the system. Clients complete a simple three-page survey with check- the-box questions on their family and home, their business, and their investments. It takes less than five minutes to enter your client’s information. This means you can prepare a plan long before you ever prepare a return, regardless of which tax-prep software you use.
The software uses a proprietary “artificial intelligence” to choose from over 130 specific, proven tax-saving strategies, based on the answers to those questions. It packages those strategies into a tax plan report tailored to your client. (Of course, you can override and customize each report as you see fit.)
This isn’t a spreadsheet. It’s a plain-English presentation tool. It explains to clients what the spreadsheets mean to them, without burying them in detail. It tells them exactly what to do to realize savings. (Of course you can always supplement TMN plans with spreadsheet projections.)
Each module fits on a single page, with easy-to-understand examples, charts, tables, and graphics. Modules are fully sourced and footnoted to the Internal Revenue Code, Treasury regulations, and other appropriate sources.
Each page is personalized for you and your client. And each plan includes a custom cover page, table of contents, and an “About the Planner” page you can customize with your photo, logo, and biography.
If you’re not yet confident in your ability to prepare a plan on your own, we can do it for you! Our Tax Blueprint® service lets you draw on our own expertise to identify appropriate strategies, prepare you to deliver the plan, and in some cases even sit in on the plan delivery with you.
Sales Training Center
Most accountants don't like "selling." Unfortunately, it's a necessary foundation for building a successful business. The Tax Master Sales Center makes the whole process painless, with video training, presentations, and scripts to communicate your value and close clients in a painless, pressure-free environment.
Technical Training Center
The Technical Training Center delivers comprehensive, module-based training on the technical strategies you’ll use to deliver savings and delight clients. Modules typically include a detailed video presentation, client-friendly white paper, and slide presentation. You’ll also find fill-in-the-blank forms, templates, and checklists to translate concepts into concrete savings. There are currently two dozen modules, including:
- Augusta Rule
- Section 1202 stock
- Captive insurance
- Charitable trusts
- Cost segregation
- Gift-leaseback
- Hiring children
- Medical expense reimbursement plan
- Monetized installment sale
- Pooled income funds
- Qualified plan options
- S corporations
Wednesday Business Development Call
Tax Master Network's Wednesday Business Development Call is your weekly place to gatehr with fellow Tax Mastyer's from across the country. Ask the group for help with your problems. Share ideas with each other. Even brag about your success! Many members have told us that this weekly call alone is enough to justify the price of membership.
Fueled
Fueled is Tax Master Network’s monthly personal development program. We know that none of our tools will help you grow your business if you don’t have the confidence to use them. So Fueled focuses on helping you build the extra confidence you may need to offer new services. Classes are typically organized in three-month tracks covering topics like “Planning your Business,” “Telling Your Story, “Selling Without ‘Selling,’” and similar skills. Each month includes a written self-assessment or similar assignment and an hour-long webinar (archived in case you miss the original presentation).
TMN Book Club
TMN Book club is sadly just 50% as much fun as Oprah’s better-known club, but with none of the crying! Each month, we’ll summarize a recent or classic work to help you develop your business skills, decision-making skills, or financial knowledge. The discussions happen on the final Wednesday Business Development Call of the month, and they’re archived for replay in case you miss the live presentation.
Tax Master Network Member Portal
The member portal is your home page for TMN resources. You’ll find a step-by-step roadmap to marketing, selling, and fulfilling lucrative tax-planning engagements. You’ll find scores of tools and resources to attract clients, close engagements without “selling,” price your services, structure monthly maintenance programs, and profit from lucrative add-ons like audit protection, insurance, and asset management. You’ll also find powerful personal development tools to boost your confidence in your new service and feel comfortable working with higher-income clients.
Private Facebook Group
The members-only TMN Facebook group takes the Wednesday Business Development Call and makes it available 24/7. This is also a great place to draw on your peers’ expertise with your technical questions.
F.A.T.E. 101
TMN starts with the proposition that margin, rather than volume, is the best way to grow a tax business today and sustain it in the face of advancing technology. It’s easier to build and manage a high-fee, low-volume business than to grind away with hundreds or even thousands of 1040 clients. And it’s easier to find new things to sell existing clients than to find new clients for your existing services. Those are just basic business realities.
Tax planning is a great start to adding margin over volume. It’s what brought you here to TMN.
But tax planning is really just a start to a wholly redesigned planning and advisory business. Insurance and asset management are the most lucrative and valuable services you can add to build out your offerings, create passive income, and triple the equity value of your business at retirement.
Why you? Clients need professional help – surveys consistently show that retail investors underperform markets over time. Surveys also show that clients trust tax professionals more than they trust anyone else in the financial space. Those realities spell real opportunity for you.
None of this is any secret. Open most accounting industry publications and you’ll find ads from broker dealers and insurance companies soliciting your business (and your clients). And tax professionals have responded – something like 40% of TMN members have one or more financial licenses.
But very few of them truly succeed to the level they should. That’s because those vendors don’t give you the training you need to manage that new business with confidence.
Managing your clients’ money is actually easier than managing their books and managing their taxes. Want proof? I guarantee you know someone who isn’t nearly as smart or as conscientious as you who’s killing it in financial services. You can kill it just like they are. You just need a better system for learning the business.
That’s where TMN’s new FATE (Financial Advisor Technical Education) program comes in. It’s a three-week sprint that gives you a complete system for integrating financial services into your existing business, modeled on the original TMN system for integrating tax planning into your business. There’s no additional fee to participate, and no financial services license required.
TMN’s partners at Financial Gravity and Sofos Investments have spent hundreds of hours developing the FATE curriculum and program. Financial Gravity CEO Scott Winters has personally trained and mentored thousands of financial advisors over his career. Sofos CEO Rob Nelson has developed groundbreaking investment platforms. Sofos President Dave O’Rourke has helped advisors raise billions of dollars in assets over his career.
Are You Ready
to put all of this value to work for .99 cents for the first month?
Tax Master Network Works for You
Justify Premium Fees
Like it or not, tax preparation is a commodity business. Clients can always find someone faster, cheaper, or more convenient. This makes it hard to justify premium fees.
If your client thinks you and your competitor deliver the same service, you’re both “apples.” And apples-to-apples comparisons make it hard for you to charge more.
But if your client sees you deliver more, you’re no longer an apple. Now you’re an “orange.” Now you can use an apples-to-oranges comparison to set whatever fee you like. Who cares what your “competition” charges if they can’t actually compete?
TMN stacks the deck in your favor. It gives you the extra value you need to avoid those apples-to-apples comparisons.
Generate Year-Round Income
Traditional tax preparers don’t have much to offer outside “the season.” (Remember Jeopardy champion Ken Jennings? His amazing run ended when he couldn’t identify H&R Block as the company whose 70,000 seasonal white-collar employees work just four months a year.)
You can meet a new client in August and wait months to get paid for filing his return next April. It doesn’t matter how impressive you are if your job doesn’t start ’till the season.
Or you can use TMN . . . prepare a written plan for whatever fee you choose to charge . . . impress him enough to refer two more clients in time to get paid long before they ever engage you to prepare a return.
Boost Loyalty
TMN clients know you’re not just dropping the “right” numbers into the right boxes on the right forms. They know you’re working year-round to save them money, in all areas of their finances.
This means better clients – loyal clients, willing to pay premium fees, not lured away by your competitor with the closer office, the cheaper price, or the longer hours. When a smart-aleck like me asks them if their tax guy has ever come to them and said “here’s an idea I think will save you money,” you’ll be bullet-proof.
Increase Referrals
TMN clients save money – sometimes big money. That doesn’t just boost client loyalty.
TMN turns clients into raving fans, happy to refer you to friends, family, and colleagues. And clients generally refer “up”, which boosts your business even more.
Introduce Lucrative Financial Services
If you’re already running a successful tax practice, you have the most important thing you need to succeed in financial services – the clients! What do you think will be the easier way to expand your business? Finding more clients for the things you’re already doing? Or finding more things to do for the clients you already have? Experience tells us it’s the second.
Expanding your business to include financial services sounds intimidating at first. But TMN offers a unique, done-for-you system to take advantage of your “most-trusted professional” status and build your confidence fast. Our FATE program works to earn you an extra $250,000 in revenue in your first year in the business.
Put it All to Work
By now you’re probably worried about how much all this costs.
After all, comprehensive tax-prep suites cost at least $1,000, and in some cases more than ten times that. And that just gets you in the game. No pro-active planning. No Marketing Guide. No seminar kits. No client alerts.
You’ll be pleased to discover that TMN guards your marketing dollars as jealously as it guards your clients’ taxes.
Basic membership is just $99/month, billed automatically to your credit card. Generate as many clients and plans as you like for the same all-inclusive membership. That’s less than $3.41/day for the most powerful business-development system you can have.
There’s no long-term commitment — you can cancel anytime.
How many new clients do you need to attract to justify your investment?
You can pay for an entire year’s membership with a single client. But don’t think in terms of recouping your investment. Think of multiplying it by dozens or even hundreds of times. There’s just nothing else like TMN.
Are you ready to take the next step?
In less time than it took to read this letter, you’ll have access to a unique suite of tools to build your business, your fees, and your referrals. Save your clients a fortune and have them sing your praises.
Are you serious about growing your business? Then how can you say no? Try it today, and soon you’ll need some TMN planning strategies for yourself!
