Contact - Tax Master Network

Contact Tax Master Network

Learn More about Tax Master Network's Advanced and Elite memberships

If you’re a tax professional looking to elevate your career, Financial Gravity can help.

Schedule an appointment now to start the conversation. Use the button below to schedule your call with Dave O’Rourke.

An open dialog and Q&A with Dave O’Rourke, President of Financial Gravity Asset Management with the ability to share screens if necessary.

Tax Profressional Q&A with Dave O’Rourke

General Questions

Use the form below to submit your questions. We will respond back promptly. If you are interested in our Advanced or Elite memberships and have questions, please schedule a call with Dave O’Rourke.

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.

$ 99 Monthly

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.

$ 499 Monthly

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.

$ 1199 Monthly

Everything in Basic and Advanced, plus:
Turnkey Family Office Charter
Family Office Partner
Family Office Partner Liaison
Full Service Digital Advertising Agency
Monthly Digital Marketing Campaigns
Monthly Financial Newsletter
Multi-Office Family Website
Done for You Middle and Back Office
Integrated Technology Tools
Financial and Tax Analyst Planning Services
Real Risk Meter™
Client Experience Portal
Compliance Department

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.