Individual Tax Returns: A Treasure Trove of Sales Ideas

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How many of you have studied federal income tax returns? How many of you make it a general practice to ask for copies of the last 2 or 3 years of tax returns from your prospects or clients? How many of you rarely or never ask for this information?If you’re not asking for copies of tax returns to analyze, then one of your competitors probably is. But it won’t do you any good to review them if you don’t know what to look for. Join us for this month’s Power Session LIVE with featured guest H. Larry Fortenberry, CPA. Larry will share with you a treasure trove of sales ideas located inside individual tax returns, specifically Forms W-2 and 1040 with their accompanying schedules.Reviewing the W-2 and 1040 with your prospects may be your first and only chance to create a relationship built on trust. If you don’t review their tax returns, you won’t know everything about them. But if you make the effort, you can uncover a treasure trove of sales opportunities for yourself, create the trust necessary for a long term relationship, and become an expert at uncovering problems and needs that will make you all the more valuable.

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“This was a fantastic presentation. I have heard similar presentations on the subject but not in these terms or phraseology. Keep up the good work!” -Darrell E. Westby

“This is great information. I already have two sales ideas and we haven’t even moved off the first PowerPoint slide.” -Tom Zimnoski

“Wow I have missed out on a lot of business over the last 39 years. This is the best information I have ever received in a webinar.” – John Davis