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Success Stories
"I created a report and was able to immediately show the client how we were going to save taxes, but create an investment plan that lowered their taxes today and for
their heirs. The client signed
that day."
Kurtis Ternet, EA
"I used the Tax Planning Analysis and showed my client how to save $45,000 or more in taxes and we not only opened his accounts to implement the strategy, but by weeks end, he referred 3 more clients who also opened accounts. The software helped me close over $2M in one week."
John Rosebrough, CFA
"We used the software to create a clear tax withdrawal strategy that really helped our client understand their options. It played a big role in landing a multi-million dollar client who felt confident about the plan. Being able to quickly run different scenarios made all the difference."
Anonymous, CPA
Hear From Our Clients
"I created a report and was able to immediately show the client how we were going to save taxes, but create an investment plan that lowered their taxes today and fortheir heirs. The client signed that day."
Kurtis Ternet, EA
"I used the Tax Planning Analysis and showed my client how to save $45,000 or more in taxes and we not only opened his accounts to implement the strategy, but by weeks end, he referred 3 more clients who also opened accounts. The software helped me close over $2M in one week."
John Rosebrough, CFA
"We used the software to create a clear tax withdrawal strategy that really helped our client understand their options. It played a big role in landing a multi-million dollar client who felt confident about the plan. Being able to quickly run different scenarios made all the difference."
Anonymous, CPA
Hear From Our Clients
"I created a report and was able to immediately show the client how we were going to save taxes, but create an investment plan that lowered their taxes today and for their heirs. The client signed that day."
Kurtis Ternet, EA
"I used the Tax Planning Analysis and showed my client how to save $45,000 or more in taxes and we not only opened his accounts to implement the strategy, but by weeks end, he referred 3 more clients who also opened accounts. The software helped me close over $2M in one week."
John Rosebrough, CFA
"We used the software to create a clear tax withdrawal strategy that really helped our client understand their options. It played a big role in landing a multi-million dollar client who felt confident about the plan. Being able to quickly run different scenarios made all the difference."
Anonymous, CPA