Click here to learn more about the CPA Tax Planning Accelerator Program.
Where Elite
Most programs hand you a roadmap.
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A single tax planning client brings more value than 30+ compliance clients.
Work fewer hours, even in your busiest season, while your revenue increases.
A single tax planning client brings more value than 30+ compliance clients.
Work fewer hours, even in your busiest season, while your revenue increases.
We work side-by-side with you on actual client cases, so you learn by doing it right, right from the start.
6 months
Compress years of learning into months of real-world implementation.
10 Cases
Work your first 10 cases hand-in-hand with our team of experts.
13 Strategies
Gain elite-level access to carefully vetted tax mitigation strategies that scale into hundreds of custom solutions for any HNW client scenario.
$100-$500K in new revenue
Generate meaningful year-one income while building the foundation for sustainable seven-figure growth.
Calculate Your Potential Tax Planning Revenue
| AGI Bracket | # Clients | Revenue |
|---|---|---|
| $500K – $1M AGI | 0 | $0 |
| $1M – $1.5M AGI | 0 | $0 |
| $1.5M – $2M AGI | 0 | $0 |
| Subtotal Annual First Year Revenue Projection | $0 | |
These hypothetical projections are based on hundreds of tax plans with average resulting revenue from Tax Planning fees, plan maintenance fees, and referral fees from our strategic partners. These figures are for illustrative purposes only and should not be relied upon for actual revenue expectations.
Ready to learn more?
Limited enrollment opens August 4, with classes starting August 26. Download a detailed program overview here. Apply now to be part of our next cohort.
Tax strategies that deliver.
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