01 Education
The Academy
Tax planning training on demand, an exclusive content library and a member forum.
For CPA firms, EAs and tax advisors
Give your $500k+ clients real year-end tax strategy without becoming a multi-strategy specialist.
One membership gives your firm the training, the tax planning software, done-for-you proposals and the coaching to move from tax prep to proactive planning. It works for a single seat or the whole firm.
Spots are limited. A quick call checks whether your firm is a fit.
500+CPA firms helped to $1M+
$200M+Saved in client taxes
1,200+Tax plans delivered
20+Years in practice growth
Tax prep is becoming a commodity. Planning is where the fees, the retention and the practice value are.
Few firms have the time to research, model, document and propose for every high-value client. The membership does that work with you. And when a planning firm wins one of your top clients, you lose a decade of revenue, not one return.
What's included
Six parts, one membership
02 Software
Tax planning software
Ten minutes of intake returns a ranked shortlist of strategies with code, regs and rulings cited. You get a federal and state multi-year model, plus a proposal and workpapers on your letterhead.
03 Done for you
Proposals and deliverables
Proposals and client deliverables prepared for you, with coaching through delivery and on the client relationship after the sale.
04 Pipeline
Lead generation and CRM
A CRM for your leads and clients. Done-for-you campaigns and lead pipelines are also available, built and run with our team.
05 Coaching
Sales, pricing and marketing
Personal coaching on how to scope, price and close planning engagements, so prospects turn into signed advisory work.
06 Practice growth
Business evaluation
Two firm evaluation audits a year, and a proven path from low-margin compliance work to high-value advisory.
Your judgement. The software makes a shortlist. You decide what fits the client.
Your signature. The software never files and never signs.
Your client. We never contact them. We are not in the room.
Your fee. You set it and you bill it.
Who you work with
The team
- Javier GonzalezFounder and Chief Tax Strategist, 20+ years
- Renato VanzellaCOO
- Jafet MartinezAttorney at Law, JD/MBA, Harvard Berkman Klein fellow
- Isaac MedinaBusiness Systems
How it works
Start with a short call
We work with a limited number of firms at a time, so the first step is a call to check the fit.
Book a time
Pick a slot that works for you. It takes a minute.
Tell us about your firm
Your team, your client base and where you want planning to go. We check whether the program fits.
Get a clear next step
If it is a fit, we show you the membership level that matches your firm and how to get started.
Spots are limited
See if your firm is a fit
A quick call tells you whether the program suits your firm and your clients. If you want the details first, the one-pager has the full overview.