Author: Dave O'Rourke

Dave is Financial Gravity’s defacto Communicator in Chief, and Chief Evangelical Officer. Dave brings his special written and verbal communication skills to the creation of a wide scope of educational and motivational collateral for the Financial Gravity family of companies, including videos, webinars, newsletters, marketing campaigns and professional mentoring.

Tax Industry Leader Hires TurboTax to Do His Taxes. The Results Will Shock You.

Dave O'Rourke gives TurboTax fiull service tax return service a try...and is not impressed.

I wanted real-life experience. What would the experience be like? Would it be faster, easier, less hassle, and more on my terms, or was this all about price? Was TurboTax NetJets or Spirit Airlines? Would I get nickel-and-dimed? Would there be any surprises? I determined I would be the guinea pig, and I would let my partners, colleagues, and friends know about my experience using TurboTax’s live full-service tax review.

Tax Professionals and the Wallet Share War

The tax professional’s unique position, a combination of deep knowledge of the client’s financial situation and inherent trustedness, gives them the opportunity to reap substantial rewards by expanding the scope of their offers, but the risks entailed are significant. The trick is to stay in the role of true fiduciary—and not try to engage in salesmanship.

Build Your Business – Be Part of Our Network

Where Do You Want the Evolution of Your Business to Begin?

Become a Proactive Tax Planner To Help Your Clients Pay Less in Taxes

A full suite of comprehensive tools and resources to put you in the Proactive Tax Planning business.

BASIC

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$ 99 Monthly
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The first month is only 99¢. Take your time over the first thirty days to explore the benefits of membership. Cancel at any time.

Proven Marketing Content to Grow Your Business Faster

Now that you are a Proactive Tax Planner, we provide you with additional tools and content to get more tax planning clients.

ADVANCED

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$ 599 Monthly
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Schedule a call to learn more about Advanced membership.

Put Yourself at the Center of Your Client’s Financial World

You are at the intersection of Tax Strategy, Wealth Management, Retirement Planning, Risk Mitigation, and Estate Planning.

FAMILY OFFICE DIRECTOR

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$ 1199 Monthly
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Schedule a call to learn more about Family Officer Director membership and becoming a Family Office Director.

The Tax Master Guide to Starting and Building Your Proactive Tax Business

The Tax Master Guide to Starting and Building Your Proactive Tax Business is your step-by-step guide to building your business around something clients really want: tax savings! You’ll learn how to use tax savings to identify and attract clients who are ready to commit to doing business now. You’ll discover how to build a value-based brand that emphasizes relationships over transactions. You’ll see how to use specific tax-planning challenges to quantify and communicate the unique value you bring to your clients.

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.

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Contact Tax Master Network

1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

© 2024 Financial Gravity Companies, Inc. 

Sign Up for The Briefs

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.