TF ACADEMY PRESENTS: TAX PROS WHO SERVE HIGH EARNERS COURSE + RESOURCES
Master the High-Earner Client Experience with Confidence and Strategy
This bundle is built for tax professionals who are ready to elevate their skillset and position themselves as the go-to expert for six-figure W-2 and Schedule C clients.
Inside, you’ll get a complete system that walks you through how to confidently interview, onboard, and serve high-income earners while charging premium rates without hesitation.
Your download includes:
✔ The full High Earners Workbook
✔ A professional client intake form layout
✔ A detailed interview questionnaire to uncover deductions, opportunities, and red flags
From pricing strategy to planning conversations, this resource equips you with the tools, scripts, and structure to deliver a high-value client experience from start to finish.
Whether you’re building your confidence or tightening your process for next season, this bundle helps you attract high earners, command your worth, and operate like a top-tier tax professional.