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Optimizing Your Tax Prep Book of Business: Finding Services You Can Provide to Create Client Value

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Steps to Identify Unpaid Services and Administer New Advisory Fees Step 2: Assess Client Awareness  Questions to ask: “Are you aware of the tax strategies we implemented to save you money?” “Do you know how much you saved due to my tax advice?” Step 4: Develop Advisory Service Packages Step 5: Communicate Value to Clients … Read more

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Shanae Foster 07/19/2024

Every one of them has shown up for me in some way, shape, or form and I am so blessed. Thank you Kenneth for always doing your best to address my lengthy questions. Thank you Angelie for assisting Beverly when I worry her to no end and thank you Beverly for providing such a seamless 5 star experience from start to finish. My experience with Taxx Savage and their team has truly been a blessing out of this world and I am so overwhelmingly grateful to have found them.

Dave McGee – 04/11/2024

"Updated the required information quickly and efficiently! Great customer service!"

Jen Lockwood – 04/02/2024

" This company is amazing to work with during the tax season. They were always available and prompt when responding to questions or issues that needed further assistance. Also, I was always paid within 2-3 days after the client's taxes deposited into their bank account. The pricing for services to use bank products are reasonably priced and allowed me to get my preparer fee taken directly out of the clients refund. I would definitely recommend Tax Savage to any preparer that wants to succeed in the tax business and needs access software via a reliable company!! "

Jiniah Jones – 03/25/2024

"My experience with Taxx Savage has been amazing! Any question or concern I have had I always got an answer right then and there! If it was something that needed to be researched the Team will get back ASAP with your answers. This has been the best experience I have had with a Tax team and I will continue to use them for many years to come! If you are thinking about joining, DO IT ! You will be very satisfied with the team and experience!"

Brian Koehler – 03/15/2024

” Amazing company to do business with. Their support team is excellent and is there for you always. We had a small hiccup with a payment that never made it to me from the return I did and they resolved it very quickly and effortlessly and didn’t make me wait longer than it’s already been. I will forever recommend this company. Amazing staff. “

Sondra Baylor – 02/20/2024

I don’t even know where to start! It didn’t take me long to figure out that this is the business that I wanted to business with. Working for other people filing taxes and getting clients, but not seeing any revenue from it was getting old. The fact that I get to SEE ALL THE REVENUE from filing taxes was all I needed to hear. They even sent me a demo to see how the software worked! FOR FREE!!! I worked with Beverly and she was absolutely AMAZING! Taxx Savage wants you to succeed. I absolutely love it. I do recommend this software and working with them to build your own business!

Timothy Conroy – 12/01/2023

"Beverly was very kind and polite and very motivating and gave me a better understanding of what starting a tax preparing business consists of and the necessary requirements that need to be done and the experience that is required"

Mike Hayes – 3/31/2023

"The software is very versatile. The customer support is first rate. Ms Beverly Newton will not stop until your issue is resolved completely. Outstanding support!"

Ty Farrow – 10/25/2023

"This company is a Godsend. I am excited about the future and taking my company to the next level."
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Any examples given should not be considered typical and there is no guarantee of results. Information provided is educational in nature and is not legal or financial advice. By using this website or any related materials you agree to take full responsibility for your own results. Our team is here to support you, but you should always do your own due diligence before making any investment or taking any risk.