National Tax Consulting Firm, “Tax Saving Professionals” launches “Strategic Alliance Software” for Accountants, CPAs, Attorney’s and Financial Advisers.
By bundling assorted software programs and creating a custom web portal, the national tax consulting firm Tax Saving Professionals allows members of the tax and financial communities to easily leverage their client base, grow their practice and earn more income. ”Our professional referral program has helped clients’ of one of our strategic professional partners save in excess of two million dollars,” says Ray Phair, Chief Operating Officer of Tax Saving Professionals, a national Tax Consulting firm founded in 1998.Tax Saving Professionals works directly with high net-worth individuals, business owners and highly paid professionals from across the country by providing tax strategies that help clients pay less taxes. Tax Saving Professionals also works extensively with tax professionals as well, such as accountants, CPA’s and financial advisers who believe their clients can benefit from these tax strategies that they are mostly unfamiliar with. “It’s a strategic alliance that’s a big win for everyone,” says Phair, “the consumer client keeps more of their hard earned money in their pocket and their tax adviser who brought us into the picture to work with them and their client is a hero.”
Tax Saving Professionals has spent the past year developing and fine-tuning their infrastructure, their process and mechanism that encourages this seamless white-labeled strategic alliance. Using assorted technologies, including infusionsoft and a web portal, tax professionals can leverage their client base and earn more money virtually without doing any work by providing an introduction to their client. After that, the process is automated and every “strategic partner” is credited with every client referral. Moreover, says Phair, a tax professional can remain as engaged and hands-on as they want as we consult with their client.
Bill Blatchford, a dental practice management consultant is one such strategic partner who reaped tremendous financial benefits this past year for his own practice and for his clients. Blatchford, a former dentist with a multi-million dollar practice in the 80s turned “dental practice consultant” has since amassed a national client base of nearly 3,000 dentists. “To test the waters,” says Blatchford, “I introduced Tax Saving Professionals to 17 of my more successful dental clients.” Blatchford says, “the net result is a combined tax savings of $2,111,950. to my clients and the process went as smoothly as possible, it was seamless.”