preparer-advisor-text

Converting Compliance Clients to Advisory Services During Tax Season

Virtual Workshop

Another tax season is upon us. Don’t let this one be as stressful as the last one. Are you ready to deliver more value to your clients while growing your practice?

This is where you start!

Join Mark J. Kohler’s on demand Workshop for an exclusive 2-hour training designed to help you convert compliance clients into loyal advisory partners.

What you'll LEARN


Mark J. Kohler has been featured in:

Tax Prep to Advisor

Why This Workshop?

  • Client-Focused Training: Actionable strategies tailored to help you connect with your clients’ needs.
  • Expert Insight: Learn directly from Mark J. Kohler: The #1 CPA, Attorney, and Tax Advisor in the nation.
  • Results-Driven Frameworks: Gain tools you can implement immediately to enhance your practice and client relationships.

 

Who is this Training for?

CPAs, EAs and Tax Professionals who are suffering from or feel:

BOTTOM Line

Your clients need more than a tax preparer...they need a quarterback! A trusted advisor who can help them fulfill their goals of building generational wealth and establishing financial freedom. Mark J. Kohler believes YOU can be that advisor!

It won’t happen overnight. Becoming a seasoned advisor will take time and dedication, but once you’ve achieved your certification…you’ll see what makes it all worthwhile with:

 

Bonus:

Get Certified $9,995