Turn Your Tax Knowledge Into a Higher-Value Advisory Business
A turnkey path for most CPAs and EAs. The offer, the process, and the tools are built for you.
Includes the Tax Architect platform plus everything inside Proactive Tax Planning.
Planning is differentiated work. Compliance is commoditized
Tax preparation pricing is under steady pressure. Proactive tax planning is the work clients pay for year-round at higher margins. The same expertise produces a more valuable engagement when packaged as planning instead of compliance.
Who this is designed for
- Tax professionals adding planning to a compliance practice
- Firms that want higher-value work without more volume
- Practices that want a turnkey offer instead of building one from scratch
What comes with your subscription
The platform that powers Proactive Tax Planning at $297 a month.
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Tax intelligence
- ✓OCR autofill for tax returns. 4 forms today (1040, Schedules A, C, E), more on the way based on demand.
- ✓AI rental estimate.
- ✓Qualified Business Income calculations.
- ✓New applicability rules for more refined strategy suggestions.
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Platform & security
- ✓Cleaner platform with two new modules.
- ✓Enhanced security with optional two-factor authentication.
- ✓Keyword search.
- ✓Payment automation.
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Workflow, data & team
- ✓Better workflow and a new report module.
- ✓Remapped client details with more granular data editing.
- ✓1 Assistant seat with client access.
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Resources
- ✓Updated Resource Center.
- ✓Two new PowerPoint presentations per strategy, all unlocked and evergreen where possible.
- ✓Step-by-step Tax Operating System® implementation guides.
Coming soon
On the way
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Tax Operating System®
The full implementation methodology, built into the platform.
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Tax Beat managed sends
Ed Lyon’s client-facing newsletter, delivered to your clients for you.
Tax planning, packaged and ready to deliver
More value per client. Higher effective hourly rate. A short ramp to your first engagement.
Schedule a Proactive Tax Planning Consultation
Pick a time below, or send a written question and we will email you back.
Book your consultation
Pick a time on the calendar. We will talk through your practice, your goals, and whether Proactive Tax Planning fits.
Send a question
Send a written question. We will email you back.
Or email us directly at scott.winters2@taxmasternetwork.com.