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Instead Tax Review: Don’t Start With the Tough Returns

Instead Tax Review: Don’t Start With the Tough Returns

3 views2 days ago

YouTubeCatharine Drake

In just a few minutes, you can create free tax plans for clients that get them to move from tax preparation to tax advisory. Step 1: Get ‘Tax Snapshot’ Step 2: Project income Step 3: Project tax Step 4: Identify tax strategies Step 5: Build tax plan Step 6: Review tax plan 𝐓𝐫𝐲 𝐟𝐨𝐫 𝐟𝐫𝐞𝐞: instead.com/find-client-savings | Instead

In just a few minutes, you can create free tax plans for clients that get them to move from tax preparation to tax advisory. Step 1: Get ‘Tax Snapshot’ Step 2: Project income Step 3: Project tax Step 4: Identify tax strategies Step 5: Build tax plan Step 6: Review tax plan 𝐓𝐫𝐲 𝐟𝐨𝐫 𝐟𝐫𝐞𝐞: instead.com/find-client-savings | Instead

11.4K views10 months ago

FacebookInstead

Handling a Big One-Time Payment Mid-Quarter

Handling a Big One-Time Payment Mid-Quarter

YouTubeSnapTax Tax Planning Software

Your tax software sucks. It hasn't evolved in 30 years. Same clunky interface. Same expensive annual fees. Same limitations. And let's face it, 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐚𝐥𝐨𝐧𝐞 𝐰𝐨𝐧'𝐭 𝐠𝐫𝐨𝐰 𝐲𝐨𝐮𝐫 𝐟𝐢𝐫𝐦. Your clients want tax planning. They're asking: • "How do I pay less in taxes?" • "What strategies apply to my situation?" • "Can you show me the savings?" 𝐓𝐡𝐚𝐭'𝐬 𝐰𝐡𝐲 𝐭𝐨𝐩 𝟏𝟎𝟎 𝐟𝐢𝐫𝐦𝐬 𝐚𝐫𝐞 𝐬𝐰𝐢𝐭𝐜𝐡𝐢𝐧𝐠 𝐭𝐨 𝐈𝐧𝐬𝐭𝐞𝐚𝐝. Why? Because advisory is where the mone

Your tax software sucks. It hasn't evolved in 30 years. Same clunky interface. Same expensive annual fees. Same limitations. And let's face it, 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐚𝐥𝐨𝐧𝐞 𝐰𝐨𝐧'𝐭 𝐠𝐫𝐨𝐰 𝐲𝐨𝐮𝐫 𝐟𝐢𝐫𝐦. Your clients want tax planning. They're asking: • "How do I pay less in taxes?" • "What strategies apply to my situation?" • "Can you show me the savings?" 𝐓𝐡𝐚𝐭'𝐬 𝐰𝐡𝐲 𝐭𝐨𝐩 𝟏𝟎𝟎 𝐟𝐢𝐫𝐦𝐬 𝐚𝐫𝐞 𝐬𝐰𝐢𝐭𝐜𝐡𝐢𝐧𝐠 𝐭𝐨 𝐈𝐧𝐬𝐭𝐞𝐚𝐝. Why? Because advisory is where the mone

8.9K views9 months ago

FacebookInstead

Will tax preparation be 100% automated by AI? Now is the time to be more than 𝒐𝒏𝒍𝒚 a tax preparer; become a tax strategist. Here's how Instead changes everything. 𝐔𝐩𝐥𝐨𝐚𝐝 𝐚𝐧𝐲 𝐫𝐞𝐭𝐮𝐫𝐧: • 1040 - Individuals • 1041 - Trusts & Estates • 1120 - Corporations • 1120S - S Corporations • 1065 - Partnerships Try for free instead.com/new-tax-age 𝐀𝐈 𝐚𝐧𝐚𝐥𝐲𝐳𝐞𝐬 𝐢𝐧 𝐬𝐞𝐜𝐨𝐧𝐝𝐬: • Identifies missed opportunities • Calculates potential tax savings • Recommends specific strategies •

Will tax preparation be 100% automated by AI? Now is the time to be more than 𝒐𝒏𝒍𝒚 a tax preparer; become a tax strategist. Here's how Instead changes everything. 𝐔𝐩𝐥𝐨𝐚𝐝 𝐚𝐧𝐲 𝐫𝐞𝐭𝐮𝐫𝐧: • 1040 - Individuals • 1041 - Trusts & Estates • 1120 - Corporations • 1120S - S Corporations • 1065 - Partnerships Try for free instead.com/new-tax-age 𝐀𝐈 𝐚𝐧𝐚𝐥𝐲𝐳𝐞𝐬 𝐢𝐧 𝐬𝐞𝐜𝐨𝐧𝐝𝐬: • Identifies missed opportunities • Calculates potential tax savings • Recommends specific strategies •

18.9K viewsSep 2, 2025

FacebookInstead

Signs Your CPA Is Just Filing Not Saving | Ryan Nguyen, CPA

Signs Your CPA Is Just Filing Not Saving | Ryan Nguyen, CPA

linkedin.comRyan Nguyen, CPA

If The Purge Was Real, I’d Commit Tax Fraud Instead Of Robbing Banks

If The Purge Was Real, I’d Commit Tax Fraud Instead Of Robbing Banks

215 views11 hours ago

YouTubeFangge888

Signs Your CPA Is Just Filing Not Saving

152 views3 days ago

YouTubeNguyen CPAs

AI Revolution in Small Business Tax Filing

36 views6 months ago

YouTubeVersa AI Hub

AI, Taxes & The New IRS | Episode 1

55 views3 months ago

YouTubeAG FinTax

TurboTax: From $111B Tax Necessity to Scamming 4.4M People

2K views4 months ago

YouTubeJunkBondInvestor

Month-End Is Not Your Tax Clock | UAE Tax & e-Invoicing | PACT ERP

5 views1 day ago

YouTubePACT Software Services

POV: you file your own taxes and now you’re waiting for a refund or possibly an audit

1.4K views2 months ago

YouTubeOC Tax Brake

I fired my accountant and let AI file my taxes instead.

2 views2 months ago

What a True Tax Strategist Actually Does

209 views6 months ago

YouTubeMark Tepper

Feast or famine income? Here's how to plan Q3 taxes around it.

YouTubeSnapTax Tax Planning Software

Stop Over Paying Taxes ( Do This Instead)

295 views6 months ago

YouTubeTax Innovation | Tax Strategist Selwyn Arias

Quarterly PAYG-I surprises get smaller when you forecast them inside the BAS cycle. A lot of business owners treat PAYG-I like a problem for later. Then the BAS lands, the instalment shows up, and… | Expert Business and Tax Advisory

linkedin.comExpert Business and Tax Advisory

S-Corp Tax Strategy for Self-Employed Individuals | Travis Gravley posted on the topic | LinkedIn

linkedin.comTravis Gravley

Minimum Tax on Business Turnover Pakistan, Why You Pay Even at a Loss | TMLC

YouTubeTMLC ⚖️

Filing returns — good. Finding tax savings — heroic. In just a few minutes, 𝐰𝐞 𝐟𝐨𝐮𝐧𝐝 𝐭𝐡𝐢𝐬 𝐭𝐚𝐱𝐩𝐚𝐲𝐞𝐫 $𝟐𝟎𝟑,𝟑𝟏𝟑 𝐢𝐧 𝐭𝐚𝐱 𝐬𝐚𝐯𝐢𝐧𝐠𝐬…. Great doctor. Successful practice. Multiple properties. And absolutely crushing it in his field. Been with the same CPA for 15 years. But his CPA never used instead.com/tax-hero But here's what his CPA never told him: 𝐇𝐢𝐬 𝐦𝐞𝐝𝐢𝐜𝐚𝐥 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠? Could have been reclassified years ago to accelerate $55K in de

13.7K views9 months ago

FacebookInstead

Skip Taxes, Build Hospitals Instead

812 views3 months ago

YouTubebestcutzz

Want to help your children, grandchildren, or loved ones build wealth now instead of waiting for...

YouTubeiSpawnGlobal

Most people panic about tax instead of using it...

827 views7 months ago

YouTubegreg thompson

Save More Money by Protesting Property Tax (Andy App Explained)

585 views5 months ago

YouTubeANDY - Your Virtual Property Tax Advisor

They should teach taxes instead |#purplesoftware #vitamindstain #chronoclock

311 views2 months ago

YouTubeVitaminDStain

The Secret to Paying ZERO Taxes | Wealth Strategy 2025

1.3K views10 months ago

YouTubeChris Edoria | IRS Enrolled Agent

Why Filing Later Can Lower Your Audit Risk

1.4K views5 months ago

YouTubeJeff Lewis | Epic Wealth

Taxing Layoffs: The SMART Way to Fund Human Jobs #shorts

4 views3 months ago

YouTubeConnor With Honor

Your Tax Refund Is Not a Bonus #personalfinance #money #taxes #refund

YouTubeThe Total Cost

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