GET THE FACTS • Program Checklist • Tax Talk Kit • Training Video • United States Government Accountability Office (GAO) Study PROFESSIONAL PROSPECTING TOOLS • Mini-Seminar Presentation Slides and Complete Script • Appointment Request Card • Three (3) Direct Mail Pieces • Two (2) Sales Flyers • Four (4) Prospecting Letters • Coupons and Discount Certificates • Consumer Video • Calls to Action and Third-Party Credibility • CPA-Prepared Second Opinion and Tax Reduction Report Second Opinion Tax Review POINT-OF-SALE PRESENTATION • Second Opinion Consumer Brochure • Gradient Tax Consumer Brochure • Client Engagement and Release Form • Secure and Simple Electronic Submittal • Personalized CPA-Prepared Second Opinion and Tax Reduction Report • Finally Knowing You: Referral Form • Knowing You: Referral Form POWERFUL THIRD-PARTY RECOMMENDATION • CPA Recommendations, Providing Unbiased Third- Party Opinion from a Fiduciary • Personalized CPA-Prepared Letter • United States Government Accountability Office (GAO) Study The Government Accountability Office conducted an investigation on big chain firms and found that nearly all tax returns were prepared incorrectly. Additionally, The Wall Street Journal states, “Millions of Americans are routinely failing to take deductions they are entitled to, thus overpaying their taxes by billions of dollars collectively.” These are just of few of the facts that make the “Second Opinion Tax Review” sales system the No. 1 call to action for you. Increase your appointment ratio by 20 percent, garner fewer no-shows, reduce marketing costs and boost your sales! There are several components to the “Second Opinion Tax Review” sales system that will help you capitalize on this opportunity. See gDrive to download sales system WEB EXTRA GT
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GET THE FACTS•ProgramChecklist•TaxTalkKit•TrainingVideo•UnitedStatesGovernmentAccountability
Office (GAO) Study
PROFESSIONAL PROSPECTING TOOLS•Mini-SeminarPresentationSlidesand Complete Script•AppointmentRequestCard•Three(3)DirectMailPieces•Two(2)SalesFlyers•Four(4)ProspectingLetters•CouponsandDiscountCertificates•ConsumerVideo•CallstoActionandThird-PartyCredibility
•CPA-PreparedSecondOpinionandTax Reduction Report
Second Opinion Tax ReviewPOINT-OF-SALE PRESENTATION
•SecondOpinionConsumerBrochure•GradientTaxConsumerBrochure•ClientEngagementandReleaseForm•SecureandSimpleElectronicSubmittal•PersonalizedCPA-PreparedSecondOpinionand
Tax Reduction Report•FinallyKnowingYou:ReferralForm•KnowingYou:ReferralForm
POWERFUL THIRD-PARTY RECOMMENDATION •CPARecommendations,ProvidingUnbiasedThird-
Party Opinion from a Fiduciary•PersonalizedCPA-PreparedLetter•UnitedStatesGovernmentAccountabilityOffice (GAO) Study
The Government Accountability Office conducted an investigation on big chain firms and found that nearly all tax returns were prepared incorrectly. Additionally, The Wall Street Journal states, “Millions of Americans are routinely failing to take deductions they are entitled to, thus overpaying their taxes by billions of dollars collectively.” These are just of few of the facts that make the “Second Opinion Tax Review” sales system the No. 1 call to action for you.
Increase your appointment ratio by 20 percent, garner fewer no-shows, reduce marketing costs and boost your sales! There are several components to the “Second Opinion Tax Review” sales system that will help you capitalize on this opportunity.
See gDrive to download sales system
WEB EXTRA
Over
60%of tax returnshave errOrSor missed deductions
Did you know ...
GT
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