“Every CPA I Know Is Completely Booked”

It is the best time EVER to be a tax professional who feels confident in serving business tax clients!

We hope you are participating in this extravaganza of opportunity!

“Mama said there’d be days like this!”

Quick story for you to show you what I mean (and you probably also have stories like this from your own experience):

My son’s baseball coach set up an LLC for his wife recently because he read articles on the Internet about how LLC’s can help self-employed people save money on taxes.

In the process of going through the LLC set up, EIN application, researching LLC tax saving strategies, etc., my son’s baseball coach’s head almost exploded, and he decided it’s time to stop doing his own taxes and find professional help.

He asked me for a referral to a CPA who could help him.

I referred him to a CPA, local to his area, who has a brand new firm–literally, this CPA started his firm within the past six months.

This was the response from the CPA to whom I referred my son’s baseball coach:

“Thanks for reaching out.  Unfortunately, I am not taking on any new clients at this time.  I am completely booked out until the May-June timeframe.  I am happy to meet with you then.  I would offer alternative CPAs, but everyone I know is booked up this point.  Sorry I can’t be of assistance right now.”

Literally this CPA’s first tax season with his own firm, and he’s already completely booked–as is every other CPA he knows. Good for him! And good for them! And good for you and me, too, if we play our cards right…

MASSIVE Unmet Need for Expert-Level Business Tax Preparation

We continue to see–and you’re probably seeing this, too–a MASSIVE unmet need for tax preparation & consulting for small business clients, especially LLC’s and S corporations.

  • Which is a shame, because in most cases, this work is actually very doable as long as you have good training and good support! 
  • (If you don’t have good training and good support, then yes, I will admit, this work is frequently disastrous.)

This is one area where we believe we can help our fellow tax professionals, and we want to make sure you are aware of the exact ways we can help with this issue.

  1. If you don’t feel confident handling more advanced business tax situations, or if you feel “sort of” confident in those areas, we can help you get really confident, in real life, for real clients, or:
  2. If you’re already a “Business Tax Mastermind,” let me take a wild guess: you’re drowning in work, correct?  In this case, we can help to train and support your teammates who are in the “not yet business tax mastermind” category, so that you’re not the only one in your world who knows how to serve business clients at an elite level.  In other words, we want to help you lighten your workload while fattening your pockets!  🙂 

However, we know it’s tax season and nobody got time to complete an elaborate, time-intensive training course that could take away from our ability to help our clients and maximize our own earnings during this hectic tax season.

How do you get more confident on business tax preparation & consulting FAST?

If I’m not already a “Business Tax Mastermind,” is it possible for me participate in this business tax opportunity extravaganza during this tax season, even if I don’t have a lot of time and money to invest in a comprehensive business tax training program?

Step by Step Process for Preparing More Advanced Business Tax Returns

This is why we have developed and are releasing TODAY a brand new resource called the:

“Step by Step Business Tax Preparation Tutorial.”

  • This new 10 page document shows you, step by step, exactly how to take care of more advanced business tax clients with an elite level of service that can be repeated effectively and efficiently. This document is based upon extensive research and feedback from our top-performing Pronto Tax School Mentors and Members. And it’s only 10 pages long! 🙂
  • You will also receive a numerous tools & templates to use for serving more advanced business tax clients. For example, you’ll get a series of “plug-and-play” emails that make communicating with business tax clients dramatically easier and more effective.
  • These new resources offer busy tax professionals a FAST and PROVEN way to get significantly confident on LLC and S corporation tax preparation, so that you can capitalize on the MASSIVE unmet needs that will only grow as we get into the part of tax season where trickier clients come out to play.

If this sounds at all interesting to you, here’s how to get access to these new, immediately actionable business tax training resources:

  1. Existing Pronto Tax School Dream Team Members –> Simply click here to access the new Step by Step Business Tax Preparation Tutorial and the other brand new business tax tools and templates (you’ll just need to log into your Pronto Account before you can access that page.)
  2. “Not Yet Pronto Tax School Dream Team Members” –> Click here to become a Dream Team Member and get immediate access to the new Step by Step Business Tax Preparation Tutorial and the other brand new business tax tools and templates.  (Note that we do have a monthly payment option now, as well, starting at only $297.)
  3. Don’t want a Membership?  That’s OK too!  We offer the Business Tax Verified Training Program as a separate one time purchase that includes the new Tutorial and Resources.  Click here for details and to get signed up.

Remember that you’ll get access to three LIVE mentor support sessions every single week, in case you have questions or need help as you work through stuff during tax season. We have numerous mentors and hundreds of your fellow tax professionals on deck and ready to help you!

If any questions, please click here to contact our dedicated support team, or call us directly 310-422-1283.

We want to be the people who have your back 24/7/365 and are always helping you minimize your stress and maximize your success, especially during tax season.  

It’s Tax Season, game on, let’s do this!

Let's Make Sure We Direct You to the Right
Training for Your Needs!

Please click the button below for your primary tax credential.

Not sure which credential applies to your situation?  Click here to reach our support team and we'll help you decide.

Let's Make Sure We Direct You to the Right
Training for Your Needs!

Please click the button below for your primary tax credential.

Not sure which credential applies to your situation?  Click here to reach our support team and we'll help you decide.