Focus on your ideal clients.
Win/Win for tax payers and tax professionals
Win/Win for tax payers and tax professionals
Win/Win for tax payers and tax professionals
Win/Win for tax payers and tax professionals
Win/Win for tax payers and tax professionals
Seamless Transition
Win/Win for tax payers and tax professionals
Seamless Transition
Testimonial LuSundra
Testimonial from industry leader Will Hill
Testimonial for the transferred client
"I had grown my practice over the past 8 years and wanted to dedicate my time to clients that had a need for all my services, not just 1040 tax preparation"
Testimonial for the transferred client
Testimonial from industry leader Will Hill
Testimonial for the transferred client
"We needed a more cost effective solution for our annual tax preparation. We were happy that our longtime tax preparer found Tax Titans to make that happen. We feel that we still have them to reach out too, if we need them for other services"
Testimonial from industry leader Will Hill
Testimonial from industry leader Will Hill
Testimonial from industry leader Will Hill
"Many firms today are considering culling their client lists, and exiting clients that do not fit the model they are in, or wish to be in, any longer. Without creating the capacity to breathe, your team cannot focus their time and attention on your specialty areas. Assuming you arrive at a decision to part ways with a chunk of clients,
"Many firms today are considering culling their client lists, and exiting clients that do not fit the model they are in, or wish to be in, any longer. Without creating the capacity to breathe, your team cannot focus their time and attention on your specialty areas. Assuming you arrive at a decision to part ways with a chunk of clients, having them exit well is important. You have your reputation to protect, and even though they are not going to be your client anymore, you still desire to serve them well. The Tax Titans Client Transition Program is a solid landing place for these clients."
Get the proactive business advisor who will help your business reach its potential.
At Tax Titans, we know that every tax firm has a set of client they would rather not serve. In order to discontinue service, you need a partner with tax expertise who will take exceptional care of those clients and compensate you for your referral.
The problem is they may be an emotional attachment to these clients, or concern that there isn’t an option for them they can afford or that will provide the service level they expect.
Running a tax firm can feel overwhelming, even chaotic, especially during tax season. Tax and accounting firm owners deserve to choose who they want to do business with and enjoy the work they do.
We’ve been there, which is why we built the disruptive and revolutionary new platform called Tax Titans for tax firms to route clients who aren’t a perfect fit and still get paid for doing the return. It’s a win for the taxpayer as well with full transparency to choose their onshore tax professional and come back to them each year. Did we mention you also get paid each year they return?
Here’s how we do it:
- Schedule a call.
- Send out your customized email with a referral code.
- Enjoy your firm. Finally. It really is possible to enjoy it- even during tax season.
Schedule your call today. In the meantime, download your copy of The Professional Client Separation Guide. So you can stop feeling like you’re spinning your wheels in frustration with the same clients each year, and break through the barrier to serve the clients you enjoy.
