You’re probably thinking, “No way! Going virtual probably requires being technically savvy or hard to implement."

But here’s the truth.

Most Tax Preparers and Accountants are hesitant to make changes and rely too much on familiar strategies.

That means they don’t have the process in place to understand the unique challenges taxpayers face,

And fail to provide a way to make things easier...

How do I know that?

Well, because that used to be me. I used to have accounting, tax, & financial consulting clients of every size in all different kinds of industries.

But one day, I had an epiphany...

I realized that instead of servicing clients who ONLY came to my office, I needed to find a way to work with clients from anywhere.

It didn’t matter if I was at a networking event across the country or at a festival with some friends.

EVERY encounter was an opportunity for a new client.

And adding a virtual component to my existing tax business changed everything for me.

In fact, when I had this epiphany, I couldn’t believe how easy it was until I messaged 400 people in my phone with a link offering to do their taxes.

Within an hour, I received tax documents from 47 friends who lived out of state. 

Now, I dedicate an entire team to help tax pros add a virtual component to their existing tax business.

And here's the thing...

No matter where you're at in your tax business, finding ways to improve the tax filing process for customers is always a big challenge.

The truth is, once you understand how busy people get, you have to find a way to break through the noise.

When done right, customers should be able to submit documents securely and get their taxes done with ease.

Not to mention, on their own time...

That's why I decided to create a sample mockup of your virtual tax business and show you the beauty of going virtual.