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About Gradient Tax
Whether you are looking to establish a tax preparation business or integrate one into an existing financial services practice, Gradient Tax, LLC will coach you on how to launch a successful tax business.
We want to partner with tax and financial professionals who have a desire to grow their business and who are looking for additional opportunities to serve their client base. With Gradient Tax, we’ll coach you on how to incorporate tax preparation services into your business, and we will help you open the door to new prospects, have a better understanding of your clients’ financial situation and increase your sales per client.
We offer four tax models that are right for your business model.
Model 1: Direct CPA Access Program
Model 2: Direct Referral Relationship
Model 3: Total Tax Business
Model 4: Total Tax & Financial Services Business
Each model gives access to our team who will keep you up to date on changing tax laws and taxpayer initiatives that will benefit your clients, gives you the essential documents and best practices that you need to be successful, and much more. Plus, we have developed dozens of prospecting, marketing, and point of sale processes and pieces that will drive sales to you.
The reality is 130 million people file their taxes each year and 60 percent of them pay someone to do it. With Gradient Tax, it can be you!
