Lotus Financial Solutions
(762) 205-6750
Lotus Financial Solution
(706) 386-4424
Achieve Financial Success with Expert Tax Coaching
Take control of your taxes and unlock financial opportunities
Minimize Tax Liabilities
Enhanced Financial Planning
Peace of Mind
Achieve Financial Success with Expert Tax Coaching
Take control of your taxes and unlock financial opportunities
Through our expert guidance and personalized strategies, you can minimize your tax liabilities legally and ethically. We will help you identify deductions, credits, and exemptions that you may have overlooked, ensuring that you take full advantage of available tax benefits.
Tax planning is not just about reducing your tax bill; it also plays a vital role in your overall financial planning. By integrating tax considerations into your financial strategy, you can optimize your wealth accumulation, retirement planning, and estate planning, ultimately achieving greater financial stability and security.
Tax matters can be stressful, but with our tax coaching services, you can enjoy peace of mind knowing that you have a knowledgeable team supporting you. We will guide you through the complexities of tax laws, provide ongoing support, and help you navigate any tax-related challenges that may arise, ensuring that you are in control of your financial future.
MINIMIZE TAX LIABILITIES
Through our expert guidance and personalized strategies, you can minimize your tax liabilities legally and ethically. We will help you identify deductions, credits, and exemptions that you may have overlooked, ensuring that you take full advantage of available tax benefits.
ENHANCED FINANCIAL PLANNING
Tax planning is not just about reducing your tax bill; it also plays a vital role in your overall financial planning. By integrating tax considerations into your financial strategy, you can optimize your wealth accumulation, retirement planning, and estate planning, ultimately achieving greater financial stability and security.
PEACE OF MIND
Tax matters can be stressful, but with our tax coaching services, you can enjoy peace of mind knowing that you have a knowledgeable team supporting you. We will guide you through the complexities of tax laws, provide ongoing support, and help you navigate any tax-related challenges that may arise, ensuring that you are in control of your financial future.
LEARN HOW TO BECOME a tax Professional
This program is designed for aspiring tax professionals, equipping them with essential knowledge and skills in tax preparation, ultimately preparing them to open their own tax office the following year.
Pricing
Gold
Virtual $199
Silver
Virtual $999
Tax Preparation Training
4 Months of Digital Flyers
60 Days of Marketing Materials
One on One Training with Coach Tanya
Free Software & Training
Proper Documentation Training
Tax Office File Management ($5 Per File)
Platinum
In Person $3999
Platinum +
In Person $5999
Everything included in Gold Plan
Office Manager Training on Back Office
Marketing Training
6 Months of Marketing Ads
6 Digital Flyers for Staff
Efin Set Up Assistance
Ptin Set Up Help for your Staff
Everything included in Platinum Plan
In Person Training at your Location
Credit Repair Course
Business Credit Course
Funding Course
VA Assistant For File Management
Payroll Set Up & Management
No EFIN yet? Start here
$399
START THIS SEASON
No EFIN yet and you want to file this season
Prepare legally under our EFIN - filing in about 7 days
You keep 70% of every prep fee
Software, training, and bank products included
We file your own EFIN application free for next season
Renew as needed or at the start of each season
Already have your EFIN?
$199
KEEP EVERY DOLLAR
You already have your EFIN and you're tired of splitting
You keep 100% of your prep fees - I take ZERO
Professional software, unlimited returns, full season
Refund advance and fee collection set up for you
Support that answers in February, not a ticket queue
Renew: 25 funded bank products this season and next season renews FREE
Most Popular - Ready to scale?
$1,997
SERVICE BUREAU
You're done preparing and ready to scale
Software distribution rights - sell to unlimited preparers
You set their price and keep the difference
Your branded portal and management dashboard
Recruiting scripts, webinar deck, and onboarding SOPs
Bank product override on every office under you
Renew: 100 funded across your offices and next season renews FREE
Train your team - per person
$99
PREPARER BOOTCAMP
Train your team the right way before the season starts
Software walkthrough and client intake
Due diligence done right
Bank products and refund advances explained
$99 per person - train today, scale tomorrow
BEST VALUE FOR TEAMS - 10 SEATS
$799
BOOTCAMP TEAM BUNDLE
10 Preparer Bootcamp seats for $799 (save $191)
Everything in the Preparer Bootcamp for your whole team
Software, intake, due diligence, and bank products
Perfect for offices and service bureaus onboarding new preparers
Train today, scale tomorrow
Virtual Online Tax Course
$199
One-on-One Tax Course
$999
Comprehensive online tax course overing all aspects of tax preparation.
Includes:
Access to virtual learning platform.
Course material and resources.
Marketing materials to help you promote your tax services.
Personalized tax course designed for individual attention and tailored to your specific learning needs.
Includes:
Free tax software to practice and enhance your skills.
( PTIN ONLY) 60/40 split partnership opportunity, allowing you to earn a commission on tax returns prepared using our software.
EFIN (Electronic Filing Identification Number) included, which eliminates the need to split the profits generated by filing tax returns electronically.
In-Person Training
$3999
Complete Business Package
$5999
Exclusive in-person training conducted for you and your team at a location of your choice.
Includes everything in the above plans:
Virtual online tax course (with marketing materials).
One-on-One tax course (with free software and EFIN).
Focused on enhancing practical skills and providing hands-on training to improve tax preparation techniques.
Comprehensive business package designed to help you establish and grow your tax business. This package includes all the services mentioned above, plus additional features:
In-person training for you and your team on advanced topics such as:
Tax Course - Expanding your tax knowledge.
Credit Repair - Assisting clients to improve their credit scores.
Business Credit - Helping businesses establish and build credit.
Business Funding - Assisting businesses in securing financing options.
Dedicated VA (Virtual Assistant) to manage your tax files and provide administrative support, freeing up your time to focus on growing your business.
We understand that navigating the complex world of taxes can be overwhelming.
That's why we help individuals and businesses save money, reduce stress, and benefit from expert guidance tailored to their specific needs. By partnering with a tax coach, you can take control of your tax situation, make more informed financial decisions, and achieve better long-term financial outcomes.
Why Tax Coaching Matters
Empower Yourself with Knowledge
Understanding tax laws and regulations is crucial for individuals and businesses alike. Our tax coaching services empower you with the knowledge you need to make informed decisions, minimize tax liabilities, and maximize your financial well-being. Our dedicated coaches will work closely with you to demystify complex tax concepts, answer your questions, and provide practical strategies tailored to your unique situation.
Stay Ahead of the Game
Tax laws are constantly evolving, and it can be challenging to keep up with the changes. Our tax coaches stay abreast of the latest updates, ensuring that you receive accurate and up-to-date information. By staying ahead of the game, you can proactively plan for changes, mitigate risks, and seize opportunities to optimize your tax position.
Why Tax Coaching Matters
Empower Yourself with Knowledge
Understanding tax laws and regulations is crucial for individuals and businesses alike. Our tax coaching services empower you with the knowledge you need to make informed decisions, minimize tax liabilities, and maximize your financial well-being. Our dedicated coaches will work closely with you to demystify complex tax concepts, answer your questions, and provide practical strategies tailored to your unique situation.
Stay Ahead of the Game
Tax laws are constantly evolving, and it can be challenging to keep up with the changes. Our tax coaches stay abreast of the latest updates, ensuring that you receive accurate and up-to-date information. By staying ahead of the game, you can proactively plan for changes, mitigate risks, and seize opportunities to optimize your tax position.
Course Outline
How to Prepare Individual and Business Taxes
Tax Preparation
Covers the essential skills and knowledge needed to accurately prepare and file taxes for individuals and businesses.
Tax Preparer Obligation
Focuses on understanding the legal and ethical responsibilities that tax preparers must adhere to when assisting clients with their tax obligations.
Starting Your Tax Company Business Set-Up
Provides guidance on establishing and structuring a tax company, including necessary permits, licenses, and business registration.
Learning the Basics of Tax & Business Returns
Introduces students to the fundamental concepts and processes involved in preparing tax returns for both individuals and businesses.
Marketing your Tax Business
Teaches strategies and techniques to effectively promote and attract clients to a tax business, including online marketing, networking, and branding.
Tips for New Tax Preparers
Offers valuable insights and practical advice for individuals new to the field of tax preparation, covering topics such as building client relationships, staying updated with tax laws, and managing a successful tax practice.
ServiceS Offered
Experience exceptional service that exceeds your expectations and transforms your needs into remarkable solutions.
Personalized Coaching Sessions
Our tax coaching services are tailored to meet your specific needs. We offer personalized one-on-one coaching sessions where you can discuss your tax concerns, goals, and challenges with our experienced professionals. Through these sessions, we will provide guidance, answer your questions, and equip you with the knowledge and tools to handle your taxes effectively.
Tax Planning and Optimization
Tax planning is a crucial component of financial success. Our tax coaches will analyze your financial situation, identify potential tax-saving opportunities, and develop personalized strategies to optimize your tax position. From maximizing deductions and credits to exploring tax-efficient investment options, we will help you create a comprehensive tax plan that aligns with your long-term goals.
Compliance and Audit Support
Navigating tax compliance can be complex, especially with the ever-increasing scrutiny from tax authorities. Our tax coaching services include assistance with tax compliance, ensuring that you meet all the necessary reporting requirements accurately and on time. In the event of an audit, our experienced coaches will provide guidance, support, and representation, helping you navigate the process with confidence.
Course Outline
How to Prepare Individual and Business Taxes
Tax Preparation
Covers the essential skills and knowledge needed to accurately prepare and file taxes for individuals and businesses.
Tax Preparer Obligation
Focuses on understanding the legal and ethical responsibilities that tax preparers must adhere to when assisting clients with their tax obligations.
Starting Your Tax Company Business Set-Up
Provides guidance on establishing and structuring a tax company, including necessary permits, licenses, and business registration.
Learning the Basics of Tax & Business Returns
Introduces students to the fundamental concepts and processes involved in preparing tax returns for both individuals and businesses.
Marketing your Tax Business
Teaches strategies and techniques to effectively promote and attract clients to a tax business, including online marketing, networking, and branding.
Tips for New Tax Preparers
Offers valuable insights and practical advice for individuals new to the field of tax preparation, covering topics such as building client relationships, staying updated with tax laws, and managing a successful tax practice.
ServiceS Offered
Experience exceptional service that exceeds your expectations and transforms your needs into remarkable solutions.
Personalized Coaching Sessions
Our tax coaching services are tailored to meet your specific needs. We offer personalized one-on-one coaching sessions where you can discuss your tax concerns, goals, and challenges with our experienced professionals. Through these sessions, we will provide guidance, answer your questions, and equip you with the knowledge and tools to handle your taxes effectively.
Tax Planning and Optimization
Tax planning is a crucial component of financial success. Our tax coaches will analyze your financial situation, identify potential tax-saving opportunities, and develop personalized strategies to optimize your tax position. From maximizing deductions and credits to exploring tax-efficient investment options, we will help you create a comprehensive tax plan that aligns with your long-term goals.
Compliance and Audit Support
Navigating tax compliance can be complex, especially with the ever-increasing scrutiny from tax authorities. Our tax coaching services include assistance with tax compliance, ensuring that you meet all the necessary reporting requirements accurately and on time. In the event of an audit, our experienced coaches will provide guidance, support, and representation, helping you navigate the process with confidence.
NOW YOU CAN BOOST YOUR CREDIT WHILE FILING TAXES!
At Lotus Financial Solutions, we don't just help you file your taxes; we also offer expert credit repair services. As your trusted tax professional, we can identify opportunities to improve your credit and set you up for better financial outcomes.
SOFTWARE ONLY? NO PROBLEM!
Streamline your tax and credit repair business with our all-in-one software, designed with built-in automations to make tax season a breeze. Whether you're a tax preparer or not, this tool is perfect for managing your operations efficiently.
Join countless satisfied clients who have achieved financial success with US!
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