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Tax Models:
Gradient Tax, LLC offers four turn-key business models for financial service and tax professionals. Each model is specifically designed to help you penetrate the 15 billion dollar tax industry and gain access to the 70 million people that pay to have their tax returns filed every year.
We work with you to implement your chosen business model to increase the value you bring to your clients and overall financial revenue goals. Gradient Tax will provide a proven business building and marketing platform backed by a team of CPAs and tax professionals to support your chosen business model and enable you to market your tax business with confidence.
Model 1: Direct CPA Access Program
Using our Direct CPA Access Program, you’ll gain access to a team of tax professionals and Certified Public Accountants who allow you to attract qualified prospects without the cost of adding an additional staff member.
This model allows you a turn-key system to market year round incorporating tax planning and preparation into your current practice. Attract qualified prospects without the cost of adding a CPA to your staff. Turn qualified prospects into clients with our proprietary tax comparison and live support from our team of CPAs and tax professionals.
Model 1 H: Direct CPA Access Program "Hybrid"
Why hire and manage your own team when our established team of CPA’s and tax professionals will do all the work for you? Use our Direct CPA Access Program to significantly grow your business.
We will help you establish your own tax practice, market your business, and build an additional stream of revenue by marketing tax services year round
Model 2: Direct Referral Relationship Program
Using our Direct Referral Relationship Program, you’ll partner with tax professionals or Certified Public Accountants to build affinity relationships.
Referrals are great. Referrals from professionals are even better. By partnering with a tax professional, you will open the door to new referrals, have a better understanding of your clients’ financial situations, and increase your sales per client. It’s no secret, top producers rely on their clients’ tax returns to generate new business.
Model 3: Total Tax & Financial Services Business
Using our Total Tax and Financial Services Platform, you’ll own and operate your own tax preparation business in addition to your financial services business.
What if your clients could get their insurance, investments, and tax services from one place? Would they prefer that, or would they prefer passing out their private information to multiple professionals? Obviously, most people would say, “the fewer the better.” When you work with Gradient Tax, that “few” will be you. We help financial services professionals, like you, expand your practices by offering tax preparation services to your clients.
