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Tax Savings Team is a community of tax professionals dedicated to learning more about tax savings and efficiency and confidently communicating those strategies to their clients. Our goal is to improve our team members' profits by giving them the confidence to position themselves as an expert and effectively communicate the value of higher fees to accurately reflect the increased value that they bring to their tax clients.

Hi there! My name is Jake Adams, CPA. 

I help CPA's, EA's, and tax pros design and build their dream tax practice, earn six figures, develop the confidence to charge what they are worth, have a perfect work/life balance (especially during tax season!) all while building stronger and more valuable client relationships. 

 

My Goal: To help 1,000 tax pros create a six-figure yearly income or add $100,000 of new profits to their business before October 2020.  

  • Build your dream tax practice

  • Earn low to high six figures

  • Develop confidence

  • An ideal work / life balance

  • No more 10+ hour days during tax season

Achieve...

  • High-pressure sales

  • Unnecessary marketing

  • 5-10 sales calls a day

  • Having to add financial planning

  • Having to add life insurance sales

  • Long hours during tax season!

Without...

Community

  • Many members report that the most valuable part of being a member was the access to the community of their peers

  • Face Book Private Group - Access to the team where you can post and ask questions to the team

  • Multiple events each year to connect & reconnect with your Tax Savings Team peers and community

  • Create training materials to help other members and earn royalties*

Training

  • A full suite of live and pre-recorded training ensures that you have access to the best tax strategies and enough content to position yourself as a knowledgeable expert

  • Live Call-in's - covering technical tax questions, marketing, and practice building

  • TST Vault - All of our weekly calls recorded, archived, and indexed for easy search and reference

  • Weekly "Cliff Notes" email with recap of that week's calls

  • Access to "Tax Vault" videos, case studies, client emails, and implementation guides are all included

Implementation & Sales

  • Say goodbye to any fears that you have about "selling" a tax planning engagement... pricing, positioning, fear of what client's may say, fear of rejection...GONE!

  • Scripts on how to introduce tax planning to new and existing clients.

  • Scripts and videos on how to talk through the sales process of a tax plan and how to close almost everyone  

  • Create your own Tax Strategy Binders using our easy-to-use program and full how-to videos

  • Client Membership Site with pre-recorded training and videos for your clients to implement tax strategies on their own (use ours or use our scripts to make your own)

Marketing & Leads

  • Done for you sales funnel, lead magnets, and more!

  • Access to hours of the most cutting-edge digital marketing insights to increase your leads and conversions

  • Weekly Client-facing Marketing Email (White labeled with your name and logo) with Shared Subscription Management Tools

  • Seminar Presentations, tips, templates, follow-up emails, and more

  • How to Get Speaking Engagements to Market Yourself

  • How to Become a Published Author... Without Ever Writing a Book

  • Access to "Refer a Pro" Referrals to & from other members

Just a Sample of What You Will See Inside...

Start with WHY - differentiating yourself from the competition

Monthly Retainer Value Pricing - How to bill / what to charge for monthly recurring revenue

Setup fee / plan fee

Selling the Plan

Implementation fee

Prior year's taxes

Monthly Billing 

- Mid year catch-up

Stop giving away free tax planning info

Charge what you are worth

Craft your offer... what are you selling?

Your fees shouldn't be charged to what others are charging. Variation in fees doesn't equal better

Pain selling vs consulting selling

Price anchoring

Change who you sell to / create a niche

Who is your ideal client? 

How do I find clients?

Creating a winning referral program 

How do I set and spend an ad budget? 

Warm market vs cold markets

Sphere of influence 

Hosting client events

Delight clients with the value you deliver