Your friend and colleague Andy Frye here, Founder & CEO of Pronto Tax School, Inc.
I'm a working tax professional just like you, and I am humbly asking your permission to talk about some stuff that might make us a bit uncomfortable, but we really need to think about it, because it frequently hurts our clients and it frequently hurts us, as tax professionals...
That feeling in the pit of your stomach...ugh, just thinking about that feeling hurts.
You're speaking with a business client that's beyond your "basic Schedule C" variety.
A client who wants to grow.
Who wants to grow with you.
The type of client that pays $2,000 per year to her tax professional. Sometimes more. Often more.
But just one little problem:
You're not confident that you can help this client with her tax needs.
You don't want to hurt this client.
By making mistakes.
By not knowing how to handle something and then the client hears from a friend (or the IRS, or the state taxing agency, or the local tax agency, etc.) that you messed something up.
The client senses that you're not quite confident, and therefore, the client cuts the conversation short.
It was "nice meeting you," the client says, and then the client is gone.
Gone to another tax pro who does feel confident working with more advanced business tax clients.
Gone to another tax pro who's going to charge 5x - 10x what you were "hoping" you could charge, and the client will pay it without objecting, because those are the market rates for working with tax pros who feel confident working with business clients.
- Has something like that story told above ever happened to you?
- Are you having to turn away high-paying business tax work because you feel not confident or you feel "sort of" / "sometimes" confident when dealing with more advanced business tax clients?
- Are you giving business tax work "the old college try," and the "old college try" keeps blowing up in your face?
I know how that feels...that pit in your stomach...the client "smelling" the non-confidence or the "half-confidence" and then transitioning you into "friend mode" with the good old "it was nice meeting you"...
I know that feeling because I experienced it myself, many times...
When I started out doing more advanced business tax work, I had almost NO TRAINING, and almost NO SUPPORT.
The expenses, pain, and humiliation involved in "learning the hard way" with more advanced business tax clients almost broke me. I shudder with palpable horror to think back on some of the situations I got myself "mixed up in."
Looking for someone to teach me the "secrets" of business taxes, I met CPA Adam Shay and started doing some research on his efforts to help entrepreneurs with our extensive tax and accounting needs.
I said to myself, "Let me ask this CPA Guy Adam if he'll share his business tax knowledge with the rest of us. Maybe he can help me help business clients way better and make way more money for myself in the process. And then maybe I can take what he teaches me and give it to any other tax preparers, EAs, or CPAs who might need what I need..."
So I approached CPA Adam Shay and I said, "Hey! I'm some random guy named Andy, and I've been noticing that the demand for business tax help is going through the roof. But most tax professionals, including (no offense) many CPAs, aren't truly confident when we're working with more advanced business tax clients. I noticed that you and your team are pretty awesome at working with more advanced business tax clients. Could you possibly teach the rest of us how to do this type of work way better and then we help our clients way better and we make way more money for ourselves, too?"
To my amazement--because most high-level CPAs I'd previously met had absolutely zero interest in teaching me about business taxes--CPA Adam Shay said, "Sounds good, makes sense, let's do it."
Turns out Adam himself had felt the same way we have...that pit in your stomach...that terrifying feeling that you don't know what you don't know, and you are about to quite possibly butcher some business taxes...and who knows what the consequences of that butchery will be but you're pretty sure that it's not going to be pretty...
Fast forward to eight years after that day I asked Adam to help us, and we have helped hundreds of tax pros help clients way better and earn way more money for ourselves by achieving real confidence in working with more advanced business clients.
If you're looking to make the same "leap" we did--from being un-confident or "half-confident" to being "best of breed" in serving more advanced business tax clients--then we believe that you'll want to carefully review this page, and we believe that you'll want to seriously consider becoming Business Tax Verified.
With our unique Business Tax Verified Training Program, you can learn in a matter of weeks what in the past has taken tax professionals DECADES to learn (it took me 17 years, for example).
If you're looking to help clients way better, earn way more money for yourself, and change your tax career forever, you're in the right place.
Keep moving down this page to learn what all is included in our Program and how it helps you get these results, and then if you have any further questions before deciding, please feel free to contact us if you have any questions before deciding.
We take pride in helping our fellow tax professionals because YOU are the ones who help your clients.
What you do MATTERS and WE APPRECIATE YOU!
Sincerely,
Andy Frye
Founder & CEO, Pronto Tax School, Inc.
Third Generation Tax Business Entrepreneur
Experienced Tax Professional (Enrolled Agent)
Friend to Tax Professionals Everywhere