GROWING YOUR BUSINESS:
You’ve worked hard to build your book as an advisor, but various changes in the industry are making it harder to continue to grow. Perhaps you’ve tried different methods to attract clients, including adding services or consulting but you’re already maxed out with your efforts and simply don’t have the time. Adding services that you’ve taken on yourself is also a risk to your existing business. A failed attempt and you could potentially lose a client.
VALUE ADDED SERVICE:
What else are your clients looking for to help them with their life and money? Most people today are looking to leverage their finances but they also want convenience and expertise. Tax preparation and planning is the perfect opportunity where customer service, relationship-building and trust are of utmost importance. If you can offer such a service to your existing clients wouldn’t you become even more valuable to them?
By offering tax preparation services along with your wealth management services you can build a book of business in a reliable industry, deepen your client engagement and add extra value to your existing clients as well as cross-sell services to new clients.
WHY TAX PREPARATION & PLANNING?
Tax preparation and planning is something that is usually overlooked in the financial planning industry because it’s time consuming and if you make an error you run the risk of souring the relationship with your client. This is where TAXplan comes in.
Tax preparation services to your client base, effectively becoming the tax preparation company of choice for your business.
A fully customized page on our website that only you and your clients can access with your own specific url.
A full copy of your clients completed tax return. The tax return will offer invaluable information and open up talking points for you to discuss with your client.
All tax referrals that come to TAXplan through your clients are all linked back to you to follow up on. You are essentially building leads.
WHAT DO YOU DO?
Simply refer clients who are interested in receiving tax preparation services to your unique TAXplan Canada page and TAXplan tracks which clients come through this stream that belong to you. What you receive from us is a copy of your clients completed tax return. The tax return will offer invaluable information and open up talking points for you to discuss with your client. Clients are aware that you will be receiving a copy of their return and we have the appropriate disclosures as well.
WEALTH OF INFORMATION
What else can you gain by offering tax preparation services to your clients? You’ll get a complete, clear and accurate financial picture of your client through their tax return and in return your client gets the lowest possible tax liability or the highest tax refund.
Once a client’s tax return is completed – and they’re happy with the results – they will become more open to any financial planning advice and more willing to sending you referrals for both investments and tax preparation.
The advisor receives…
- Value added service that builds an extra layer of security around the client.
- Disclosure of important financial details about the client that opens up conversations such as RRSP contribution room, capital gains carry forward or back opportunities.
- Potential referrals to family members and colleagues who would never have been referred before.
Your clients receive…
- Tax preparation with TAXplan is convenient and reliable. Clients can choose to visit us in person or interact with us wholly online.
- Our prices are extremely competitive & there are no surprises for your client. TAXplan offers a price quote based on the complexity of the tax return. And there’s no need to pay up front – they only pay once the tax return is completed and they receive their results.
Get Started Today
To learn more about adding tax preparation services
to your portfolio, contact us today.