Advice = Investments + Insurance

Education = Taxes + Budgeting

TOGETHER WE EMPOWER!

THE GOAL:

But now, it’s harder than ever for households to save and invest.

THE CHALLENGE:

Taxes from all sources...
- Income tax
- Payroll tax
- Sales tax
- Property tax
- Excise tax

consume about 60% of your clients’ lifetime wealth and lifetime income.

And living costs, like housing, insurance, transportation and food consume about 40% of an annual budget.

THE SOLUTION:

YOU do Advice on Wealth, Investments and Insurance

WE do Education on Tax and Budgeting

THE RESULT:

Tax and Budgeting Empowerment !

Together, we can help your clients live a happier, healthier, wealthier life.

Join our Professional Partner Affiliate Program

Live Weekly sessions.

Zoom Breakout Rooms for Group Tax and Budgeting
Zoom One-On-One Rooms for Individuals and Businesses
Customized promo code for up to 50% discount for client tax returns
“Poach-Free” relationship with your clients - we don't do wealth management

TaxRxCenter.org membership, $19.95/month.

JOIN AS TAXRxCENTER MEMBER

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SCHEDULE A DISCOVERY CALL WITH OUR CEO

Need a little more info?

I'M READY, SIGN ME UP AS AN AFFILIATE !

GET CUSTOMIZED FREE TAX ASSISTANCE FOR YOUR CLIENTS

As a Professional Partner in our affiliate program, we will provide a live tax and budget sessions

Plan to minimize current and future tax expense

Establish a spending plan and budget

Negotiate to reduce past tax debt

DETAILS HERE

BENEFIT LEVELS

GET ASSISTANCE FOR YOUR CLIENTS

SILVER

Monthly session:

250 members,

10% tax return discount

GOLD

Every three weeks:

500 members,

25% tax return discounts

PLATINUM

Every two weeks:

750 members,

35-50% tax return discount

CHECK OUT TAXRxCENTER

SCHEDULE A DISCOVERY CALL

P- Future Tax Management:

Expert Tax Management Sessions

Get LIVE help from more-evolved CPAs. Don’t let a trained monkey prepare your tax return.

Pay lower current and future taxes.

Taxes from all sources consume over 50% of your lifetime wealth and income.

Income tax. Payroll tax. Sales tax. Property tax. Gas tax. All crushing your budget.

How to Prepare and File Your Income Taxes for Free.

How to Reduce Your Self-Employed Income Taxes.

E- Budget:

Expert Budget Management Sessions

Need a budget alternative to Mint™?

Get LIVE help in group or one-on-one sessions

Sessions led by from former Mint CPA budget coaches.

Deal with Credit Cards and Credit Card Debt

Should You Buy or Rent a Home?

Use the "CRD" Method to Manage Your Expenses

How to Shop at the Grocery Store and reduce other living costs, including Home & Auto Insurance.

N- Tax Debt: