Tax day = opportunity for massive value!

For most people, Tax Day is a deadline. A source of stress. A box to check before getting back to “real life”.

But if you’re a financial advisor committed to delivering real, lasting value, Tax Day is something else entirely. It’s one of the few times every year when your clients actively think about taxes and are open to conversations they might otherwise ignore.

Think about it—every client, whether they owed money, got a refund, or felt confused by the whole process, is walking away from Tax Day with feelings. Uncertainty, frustration, and maybe even guilt about what they “should’ve done.” This is your moment to show that tax planning isn’t just something you mention in passing—it’s something you lead on. That you don’t just talk about saving on taxes—you build a system around it. That you’re not waiting for their CPA to figure it out—you’re proactively helping them make smarter decisions before the next April 15th shows up.

Here’s how to move from “idea” to “action”:

• Send a message to clients thanking them for getting through tax season and inviting them to discuss year-round strategies. Just start the conversation.
• Request every tax return—no exceptions. Understanding what truly happened is essential for providing strategic advice. This also helps identify patterns and plan for the future.
• Turn your observations into actionable insights. Instead of saying, “We’re watching your taxes,” show them specific missed opportunities and how to capture them next time.
• Invest in improving your tax planning skills. You don’t need to become an EA or CPA, but you should learn enough to ask the right questions and collaborate effectively with tax professionals. Download the guide that’s been used by over 1,000 advisors to review client and prospect tax returns, listen to podcasts, watch webinars, or join us at THE SUMMIT.

The reality is that most advisors won’t do this. They’ll treat Tax Day like the end of the story instead of the start of a new chapter. Delivering massive value isn’t about complexity. It’s about timing, relevance, and action.

And this? This is your moment.

Happy Tax Planning!

P.S. Tax season is ending, but what’s next? Join us for the upcoming CE webinar on May 7th. Matthew Jarvis and I will help you learn what every advisor should be doing to help with tax planning after the tax deadline has passed.