real estate tax pro

Toolkit Deluxe

Top-Quality Clients Are Just Around the Corner

Are you looking for a time-saving toolkit? Something to sell your skills to more and better clients – faster than ever before? Real Estate Tax Pro has the answer you have been looking for.


We’re sure you’re tired of acquiring clients one at a time. It’s slow, hard work – and it’s no way to build your tax practice. But don’t worry. There’s a quicker, simpler way to get clients in your door. With the Real Estate Tax Pro Toolkit Deluxe, it’s as easy as getting them to sign on the dotted line. Once you get them in front of you, you’re set.


Stop struggling with endless networking, traditional marketing, coupon book adverts, and useless tabletop events. Your time is worth more than that. Are you ready to up your game? Our Deluxe Toolkit will take your pitch to the next level, with every flyer, checklist, letter, template, and presentation aid you could ever need to make every realtor in your town flock to your tax practice. With easy-to-use materials at your fingertips, you can become an expert overnight. Stop selling your services one at a time. Start showing that you can handle every realtor’s tax problems – and show them by the dozens.  

Why do I know that this is the perfect tool for your tax practice? I was just like you. When I first started my practice, I fought to find new clients in my community. Once I ran out of friends, family, and referrals, I had to expand in more traditional ways. Newspaper ads, small networking events, and marketing worked for a while – but it felt like a waste of my time and money. Not only was I struggling to find good, high-paying clients, I was wasting my time on marketing. Selling to one person at a time while doing my usual tax season work was running me ragged. I knew there had to be a better way!


But I had concerns – probably the same concerns running through your head.

  • I found I enjoyed speaking, but what do I talk about?
  • When will I find the time to create a presentation?
  • What do I need to bring with me? What if I forget something?
  • How do I go about asking to speak to their group?
  • How do I get them from my audience into my office?

That was when I put together a presentation geared toward the Real Estate Industry. If you have your own tax practice then you know that realtors have long, involved, and complicated taxes. When tax season comes around, they need a knowledgeable, reliable tax practice to make sure that they are set for the year. On top of that, they have connections to buyers and sellers with their own tax burdens. With so much demand, I found that speaking to Real Estate Brokers/Agents, Real Estate Property Managers, and Real Estate Investors was the best bang for my buck.

  • Real Estate Agent/Brokers and Property Managers are self-employed, which comes with tons of tax questions.
  • They need their tax returns prepared.
  • They know a lot of people (buyers and sellers) that may need their tax returns completed.
  • They know buyers with unfiled tax return or tax problems of their own.
  • They know sellers that have tax liens and don’t know what to do with them in order to sell their house.

Selling to more and more people has become my secret to success. Focusing on real estate groups has changed my tax practice. Now, I’m often able to close over 50% of the room! I have gotten tax prep work, tax lien work and IRS representation work all from speaking from the front of the room and showing that I’m the right expert for the job. And along the way, I’ve collected everything you’ll need to do the same.


Ask yourself:

  • Are you looking for a faster way to get clients?
  • Do you want to get better quality clients?
  • Do you want to get higher rate per hour work than just the lowly tax prep fee?
  • Do you want to work with people who have raised their hand and already pre-sold?
  • Do you like to speak in front of groups?
  • Wouldn’t you love to start with finished presentations, letters, and more – right in your hands?

If you answered “YES” to each of these questions, then doing “ONE-TO-MANY” selling is for you. I would like to extend a limited time offer for you to get the materials I have painstakingly created over the years. The secret to success is just a click away. Are you ready to seize the opportunity and revolutionize your tax practice?

Discover the REAL ESTATE TAX PRO TOOLKIT - DELUXE! Normally sold for $2,997!

Want to know what’s so special about the Real Estate Tax Pro Toolkit – Deluxe? Take a look at all of the materials we’re putting right at your fingertips! Click on a category to see a summary of our amazing presentations, forms, and checklists.

PowerPoints for any presentation

Four downloadable and editable PowerPoint Presentations – one each for Real Estate Agents/Brokers and Real Estate Investors and two for Property Managers. This also includes videos of me presenting the material for you to follow. All you have to do is update your name and contact information on the beginning and ending slides.

Introduction Template

A pre-written Word template for you to create a bio for you to mail with your request and/or be read before you speak.

Marketing Guide

Checklist on the marketing-related activities before, during, and after you speak. Always know when to mail for the request to speak, follow-up before you speak, and follow-up after you speak.

Lead Magnets

Four downloadable Done-For-You Lead Magnets for Real Estate Agents.

Preparation Video

Video showing you how to get setup in your state to speak to tax professionals and do CPE.

 

Unlimited Toolkit Updates

Updates for LIFE – If I add anything new to the toolkit, you will get access to it for FREE. Yes, there will be no additional charge.

Speaking Engagement Requests

A pre-written Word document for you to request speaking engagements. All you need to do is get the names and addresses. Print your labels, stick on the stamps, and pop them in the mail.

Speech Checklist

Checklist on the do’s and don’ts of speaking. This also includes items to bring and questions to ask before you speak!

Appointment Form

Prepared Appointment-Getting Form for you to edit and hand out after you speak and get them to raise their hand.

Real Estate Tax Pro Audio Guide

I have included two audio MP3s of me presenting the various items in the toolkit and how to use them. There are three hours of details on how to use all of the tools in the toolkit and get the most benefit from them.

Direct Contact for Guidance

It includes “unlimited” email access to me with your questions. Not sure about a piece of the presentation? Don’t understand part of the process? I’m here for you!

Deluxe Bonus!

I will include access to the Tax Cuts and Jobs Act (TCJA) PowerPoint Presentation that I have used dozens of times during the year.

To make sure that you are happy with this investment and to remove the risk, I have a special guarantee…

Your Ironclad – 30 Day Money Back Guarantee

Invest today! If you don’t notice an increase in clients, you don’t see you status elevated, or you just don’t like the system for ANY reason (even if it’s 29 days, 23 hours, and 59 minutes from now), just let me know and I’ll give you your money back.


Want the keys to the kingdom? It's time to take the reins of your business and add this "ONE-TO-MANY" selling toolkit to your marketing collection!

Don't just take my word for it. check this out!

I was able to take your real estate PowerPoint presentation, and the handouts as a ready-made package and I just follow the script and deliver it. It was perfect! I used the same slides to talk for 20 minutes at one presentation and then an hour and 20 at a second presentation and just paced myself accordingly. Thanks again for this product!


Renee sieradski

Tax Resolution Representation Specialist

Phoenix, AZ


Your kit made my presentation so easy as it was a DFY kit and only my information had to be entered. You can easily do a presentation within hours of getting the material.  I was extremely nervous to speak in front of people as I felt I didn’t know enough and was afraid of the questions I would get. I found that your slides and audio walk through helped me to “practice” prior and it must have worked pretty well as afterward I got email stating “I knocked it outta the park!” from one of the agents who attended.


robin reed, ea, caa

Tax Planning and Consultation Expert

Port Charlotte, FL


Yes, Dan! I want to invest in your TIME-SAVING, Real Estate Tax Pro Toolkit -Deluxe!

Nothing will help you sell faster or sell more. Grow your practice with just the power of speaking. It's fast, it's easy, and it's just a click away. And best of all, it's on sale now! Are you ready?


Get Immediate Access NOW!

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