Wealthnest Tax Services
Wealthnest Tax Services provides personal, business and fiduciary income tax preparation services.
OUR NICHE: BEYOND TAX PREPARATION – TAX PLANNING AND CROSS SELLING OUR SIMPLIFIED, COMPREHENSIVE FINANCIAL SERVICES
MARKETING STRATEGY:
TARGET MARKET (“THE LIST”): Age 50 (+), Income $150,000 (+), Small Business Owners, Rental Real Estate Owners
3 UNIQUES:
- Complementary review of previous 3 years
- Complimentary mid-year tax checkup
- Year-round tax planning service
PROVEN PROCESS: Mid-year tax checkup
Ideal client: