
Audit Protection Plan System and Toolkit
Unlike most other audit protection plans this Plan has a proven track record of automatically enrolling over 85% of your tax preparation clients into your very own “worry-free” Audit Protection Plan.
Add $25,000-$50,000+ Of Additional, Recurring Revenue Each Year While Doing The Same Amount of Work You’re Already Doing.
Imagine that you had a turn-key system that added an extra $25,000-$50,000+ of additional recurring revenue to your bottom line, plus get paid for all post-filed return work that you were doing for free, without raising your tax preparation fees.
Get a PROVEN DONE-FOR-YOU SYSTEM to boost the amount of money you make per client every time you prepare a tax return WITHOUT raising fees, but adding a service your clients want you to provide.
Here’s The Best Part...
You don’t have to market or “sell” this at all. This is a simple plan that automatically enrolls 85% to 96% of your clients into the Plan. You simply add the audit protection fee to every tax return you prepare. It’s almost like free money because almost everybody will take it!
It’s quick, simple and easy to roll-out and was designed so that a staff person could implement it!
This strategy is a lot easier than doing the “grunt work” of marketing to find new tax prep clients -— which is expensive and the hardest thing you can do to boost your revenue.
Imagine How Great It Would Be if You…
- Had 85% to 96% of your existing tax prep clients happily pay you more $$$ without having to stress about increasing your tax preparation fees because you…
- Had an Automatic Enrollment Feature!
- Had a System in place that allowed you to spend the necessary time to handle follow-up work while providing peace of mind that your clients want
- FINALLY, get paid for ALL post-return follow-up work that you do for free now! (without worrying about billing for it!)
- Had passive income each and EVERY year starting this tax season!
- Automatically “locked-in” your client for life while becoming much more valuable to them!
- Had a way to “Competition Proof” your practice!
This Turn-Key, Done-For-You System Includes:
- Tri-panel color Brochure for Client
- 6-page Cover (“sales”) Letter for Client
- Membership/Enrollment Certificate for Client
- Fee Matrix
- Disclosure Agreement (opt-out) Form for Client
- Simple video instructions on how to roll-out
Everything is in editable word doc format so you can add your contact information, customize it, print, mail and profit!
Your investment is just (Value = $1,997)!
96% Client Participation Rate Generating $85,793 in Passive Income!!!
“We rolled this out February, 2017 and after 2 seasons, we have experienced a 96% “take-rate” to clients we have shown Michael’s Audit Protection Plan”. “In total, we added $85,793 in additional PASSIVE net income for the past two seasons. We can’t believe how easy this was to implement. And the best part is, this will become a recurring annual income event year, after year!”
– Chris Churchwell, CPA
91% Client “take-Rate” and $36,000 Net!
“We prepare about 500 returns a year. We started in February and through April, we had 109 clients take the Audit Protection Plan out of the 120 we announced the Plan to! We have another 380 returns on extension and expect the same 91% “take-rate”. In total, we will generate an extra $36,000 this year alone from implementing your Audit Protection Plan System!!”
– Mike Franskoviak, CPA
$38,149 With a 95% Take-Rate!
I showed your Plan to 432 of my tax prep clients and I enrolled 411 of them into the Audit Protection Plan. I generated an extra $38,149.25 for the 2018 tax season alone!
– Chris Micklatcher, Attorney and CPA
90% Client “take-Rate” and $38,896 Net!
“I showed Michael’s Plan to 389 1040 and 1120 Tax Prep clients. Of those, 350 of them or 89.97% took the Plan. I generated $38,896 this past tax season that ended 10/15/2018!! Roz-Man is THE MAN!!”
– Peter Marchiano, CPA