If you're in Financial Planning, you can't afford NOT to use Exemplar Tax Marketing

Unlock the secrets
to marketing

It's Easy!

A process that's user-friendly.

It's Convenient!

Use it from any PC, 24 hours a day from your home or office.

It's Hassle-Free!

No tax forms necessary.

It's Affordable!

No expensive staff to hire.

An Attorney, Financial Advisor and a CPA walk into the room.
Who is the most trusted by your client?

As a financial advisor, you give advice from an income tax perspective, send your clients out of your office with a plan, and often have them come back with that plan altered or sabotaged due to conflicting advice from a CPA or tax preparer.

If you are frustrated by the above scenario, Exemplar Tax Marketing is your solution!

You, as a financial advisor or planner, need to control the tax outcome of your advice. If it could be done simply, wouldn't you rather be your client's tax preparer rather than being forced to network with other CPAs and tax professionals? If you're like us, you found that although there are many good CPAs and tax preparers, there are as many that are difficult to deal with.