Get Your First or Next $5K Tax Planning Client Challenge
For advisors who’ve tried — but haven’t cracked the code (yet).
Join the FREE Challenge That Shows You Exactly How — in Just 1 Hour a Day.
This challenge is built for tax pros who’ve offered tax planning before… but haven’t seen consistent, high-ticket results. We’ll walk you step-by-step through packaging, pricing, pitching — and closing — a $5K tax plan.
Challenge Starts In:
What You’ll Learn
How to create a tax plan people actually want to pay $5K for
How to fix the messaging that’s stopping people from saying “yes”
The confidence script for pitching high-ticket services
Where to find clients who see your value (and don’t haggle)
How to close without feeling salesy
Challenge Details
🗓️ Dates: June 2 – 6, 2025
⏰ Time: 11:00 AM – 12:00 PM CST daily
📍 Location: Live via Zoom (link sent after registration)
🎁 BONUS: High-Level VIP Strategy Session on June 6 at 12:00 PM CST
Is This 5-Day Challenge Right For You?
This intensive is designed for ambitious CPAs, EAs, and Tax Professionals who are ready to elevate their practice and income.
You're a CPA or EA
Looking to transition from compliance to high-value advisory & tax planning.
You Want to Scale
But feel stuck trading hours for dollars with low-margin work.
You Seek Premium Clients
And are tired of chasing leads or relying solely on referrals.
You Need a Marketing System
That consistently attracts your ideal clients without feeling salesy.
You're Ready for Freedom
To build a practice that gives you more income, impact, and time.
You're Coachable & Action-Oriented
Willing to implement proven strategies for rapid results.
Frequently Ask Questions
Who is this challenge for?
This challenge is for tax professionals, EAs, CPAs, or advisors who want to offer (or are already offering) tax planning services — but haven’t consistently landed high-ticket clients. Whether you’re trying to land your first $5K client or your next, this challenge is designed to help you close with confidence.
I’ve already offered tax planning before — will this still help me?
Absolutely. In fact, this challenge is perfect for you. If you’ve pitched tax planning but struggled to get people to say yes, we’ll help you refine your positioning, pricing, and pitch so your offer finally clicks — and converts.
What if I’m brand new to tax planning?
No problem! We’ll guide you through the foundational steps to package your first offer — so even if you’ve never sold a plan before, you’ll walk away with a clear, confident strategy to land your first $5K client.
How long is the challenge each day?
Just 1 hour per day, for 5 days straight. You can do this even if you're busy during tax season — we go deep without dragging it out.
Will there be replays if I can’t attend live?
Yes — while we encourage you to attend live to ask questions and engage, replays will be available for a limited time. Make sure you’re registered so we can send them to your inbox.
What makes this different from other trainings or webinars?
This is not theory or fluff. You’ll get real-world strategies, clear scripts, and actionable steps that you can use immediately — all packed into a short, powerful challenge format. If you’ve ever said, “I just need someone to show me how to close” — this is that moment.
