$9,800.00 USD

Due to the high demand for our course, there are NO REFUNDS. Once a program is paid for, we immediately incur commitments of time & resources along with infrastructure materials on your behalf, well in advance of any training dates or programs. Due to time commitments and scheduling requirements, there are no refunds.

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Tax Planning Masterclass

If you are ready to add a value offered service like tax planning to your Accounting firm then join Jackie & Sharla in this 6-month series:

What you'll get:

  • What Tax Planning IS and IS NOT
  • Learn how to implement a dozen strategies!
  • Overview of Pitching to the client 
  • Learn individual tax planning 
  • Planning for small businesses
  • Pricing Confidence
  • Accountability 
  • Complimentary Access to the Basic Version of TaxPlanIQ (1.8K value)
  • 18 Hours of CPE through CPAAcademy.org
  • and more...


What People Are Saying:

So many things have been in play lately with getting me to really decide to embrace changing the focus of my business. But the thing that spurred me to act now was the confidence that I've gained from working through a couple of scenarios with Sharla in TaxPlanIQ and watching your training videos on how you build a plan in TaxPlanIQ with various strategies. Seeing it actually play out and knowing that others are successful in doing this I guess changed my mindset from "I don't know enough to do this--I should keep studying/learning" to "Now is as good a time as any and you gotta start somewhere!"

Kristin Kippen