Schedule a Consultation with Tax Master Network
Pick the program you want to discuss — Proactive Tax Planning, the Fractional CFO Program, or Family Office Director — and book a short call with the team.
Three Programs for Tax Professionals
Each link books a call with someone who works on that program directly.
Proactive Tax Planning
For tax pros who want to start offering real planning to existing clients without building the offer from scratch.
- CPAs and EAs adding planning to a compliance practice
- Firms packaging planning as a recurring service
- Professionals who want the offer built for them
Fractional CFO Program
Launch a Fractional CFO offering with the positioning, pricing, delivery, and marketing already built. For tax pros moving into advisory work.
- Tax professionals transitioning to advisory revenue
- Firms packaging CFO services with a marketing system
- Practices that want recurring, predictable revenue
Family Office Director
Coordinate the client’s full financial picture: tax, wealth, retirement, risk, and estate. For tax pros taking the lead role across a client’s whole financial life.
- Tax professionals coordinating clients’ full financial lives
- Advisors leading multi-disciplinary client teams
- Practices building the deepest client relationships
Making sure this is a fit
We talk through where your practice is now, where you want it in a year, and whether the program does what you need. The programs are demanding. We only enroll people who are ready to make advisory revenue the focus, not a side project. If the program fits, we walk you through onboarding. If not, we tell you.
Send Us a Question
Pick the topic, send your question, and we will email you back.
Or email us at scott.winters2@taxmasternetwork.com.