SmartPath.co

Free Tax Planning Worksheet
FOR TAX & ACCOUNTING PROS

When you need an easy way to get paid for tax planning...

Use this worksheet to deliver tax planning services for any client.

The Smart Tax Planning Worksheet

> Add revenue beyond tax prep & accounting.

> Get paid for work, you've been giving away for free.

> Deepen client relationships and show you're more valuable than A.I.

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Stop giving away tax advice for free.

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Make tax planning pain-free.

Use this worksheet to keep your clients out of tax trouble before they get hurt.

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Follow a simple, intelligent process.

Use a simple, proven frame work for tax planning with any client, even if you've never offered tax planning services before.

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Confidently quote higher fees.

When you help clients make the progress they care about, you can easily charge more without argument.

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Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set