The 1040 Snapshot provides a picture of your clients and prospects current tax situations and opportunities to improve their financial future. Help your clients and prospects reduce taxable income, lower marginal tax rates, take advantage of tax deferral, increase tax credit eligibility and reduce taxes paid on Social Security. Plus, gain a clear picture of their interest and dividend income, capital gains and losses, deductions, and qualified retirement plan contributions.
Tax preparation is simply recording history. Tax planning is writing the future. By utilizing the 1040 Snapshot Sales System, you will gain more qualified prospects, gather more assets from existing clients and separate yourself from the competition by becoming a full-service.
Offering the 1040 Snapshot and tax preparation has dramatically increased our prospecting efforts and improved our image in our community. We are hearing from prospects that do not respond to our other marketing campaigns. A client’s 1040 gives us the information we need to make sound recommendations for future investments.
