Session Guide Outline

Recommended Articles
Exclusive: Why Not All Income is Created Equal
We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
Read More
Your Retirement Tax Bracket Might Be Higher Than You Think
Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
Read More
5 Myths That Your Clients Believe About Taxes
“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!” Of course, we are very proud of how well those lyrics fit the […]
Read More
Contact Us

Guide to Getting
IRS Form 8606
RIGHT
EVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
$86.06 $43 One-Time Payment