Join the Taxsmithing™ Movement
Are you a tax professional seeking to differentiate your practice and offer unparalleled value to your clients? The Taxsmithing™ system is a proven, strategic approach to tax services that goes beyond traditional methods. By licensing our process, you can elevate your offerings and stand out in a competitive market.
What Is Taxsmithing™?
Taxsmithing™ is our proprietary, proactive tax strategy system designed to help clients legally minimize their tax liabilities. It encompasses a comprehensive review of past and future tax situations, culminating in a personalized Living Blueprint™—a dynamic plan tailored to each client’s unique financial landscape.
Benefits of Licensing:
Proven Framework
Implement a tested system that has delivered significant tax savings for clients across various industries.
Comprehensive Training
Gain access to in-depth training materials, including the methodologies behind the Living Blueprint™, to ensure consistent and effective application.
Integrated Tech Stack
Utilize our suite of tools for tax strategy assessments and tax return preparation, streamlining your workflow and enhancing client service.
Marketing Support
Leverage co-branded materials and marketing strategies to attract and retain clients seeking advanced tax solutions.
Ongoing Support
Join a community of like-minded professionals with access to continuous support and updates to the Taxsmithing™ system.
Who Should License?
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Tax Attorneys
- Experienced Tax Preparers
If you’re committed to providing strategic tax solutions and wish to expand your service offerings, licensing Taxsmithing™ can be a transformative step for your practice.
How to Get Started
Apply
Submit your application to become a licensed Taxsmithing™ professional.
Train
Complete our comprehensive training program to master the Taxsmithing™ system.
Implement
Integrate the Living Blueprint™ into your client services.
Grow
Leverage our marketing and support resources to expand your client base.
For more information or to speak with a representative, please contact us at
