$50k Tax Plan: Turning One Client Strategy Into a Scalable Revenue Engine

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Your Tax Practice In Depth with Dr. Christine Gervais

Topic: $50k Tax Plan: Turning One Client Strategy Into a Scalable Revenue Engine

1 CPE Credit Available

Field of Study - Business Management and Organization

Most firms know they should offer tax planning—but very few know how to turn it into a consistent, scalable revenue stream.

In this session, Dr. Christine Gervais will walk through how a single tax strategy engagement can evolve into a repeatable, productized service that generates $50K+ in new revenue. Instead of adding more work, attendees will learn how to standardize high-value tax planning, package it for clients, and deliver it efficiently using modern tools.

This session goes beyond theory and dives into real-world examples of how firms are identifying opportunities, structuring deliverables, and building a tax planning engine that works year-round—not just during busy season.

Learning Objectives

By the end of this session, attendees will be able to:

1. Identify one high-value tax strategy that can be repeated across multiple clients
2. Break down a tax plan into a standardized, deliverable framework
3. Productize and price tax planning services for predictable revenue
4. Design a simple workflow to deliver tax planning outside of busy season
5. Recognize which clients are ideal candidates for proactive tax strategies

CPE Credits: 1

Subject Area: Business Management and Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here. Annual membership is $599. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.