Tax Titans Eternals Purchase Program
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Tax Titans Eternals Purchase Program
  • Home
  • Services
  • Client Transitioning
  • Contact Us
  • FAQ

Get paid on tax clients you want to transition from your firm.

 

Every tax firm has clients they would like to see go somewhere else. Make sure they are well served - by someone else- and keep getting paid for tax returns you aren’t even doing. 


 

Download your free guide and email template for professionally discontinuing services with the clients who don’t fit your firm.


Professional Client Separation Guide

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

The stakes are higher than ever before when you keep clients who are not a fit for your tax firm

  • Frustration and burnout from dealing with difficult and/or unprofitable clients… 
  • Talent that leaves in the absence of progress…
  • Lost earnings…
  • The inability to grow your firm with the right clients who pay you for your value…

Schedule a Call

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."

We understand that tax firms need to focus on the clients they serve best.

 

We’ve built a disruptive platform that allows you to direct the clients who don’t fit your firm to an experienced onshore tax preparer who will serve their needs- and get paid for doing it.



Download your free guide and email template for professionally discontinuing services with the clients who don’t fit your firm.


Professional Client Separation Guide

Let's Get Started!

1

1

1

 Find out how.

We will be happy to show you the platform and the transparency and care your client will receive.

2

1

1

 Send out your email.

We’ll provide a pre-written email you can customize along with a unique code for you to receive 50% of the profit for clients who use our platform..

Schedule a call

3

1

3

 Enjoy your firm.

Stress less and focus more on the clients you actually want to serve, resulting in healthy growth. Finally, enjoy the firm and lifestyle you’ve envisioned.

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:

  1. Schedule a call.
  2. Send out your customized email with a referral code.
  3. 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.


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