Join us on Oct 1, 2024 as we welcome Kevin Knull, CFP®, President at TaxStatus, to uncover five actionable strategies designed to accelerate organic growth within 48 hours and deliver tangible results in just 30 days. Whether you’re seeking to identify held-away assets from existing clients, replicate your top clients through referrals, build partnerships with CPAs, or implement a targeted direct-to-consumer prospecting strategy, we’ll explore multiple approaches grounded in verified, 100% accurate data obtained directly from the IRS.

This is not a product demo, but we will dedicate 5 minutes to show how TaxStatus provides the crucial insights needed to successfully implement these strategies.

TaxStatus provides frictionless access to client/prospect personal and business IRS tax data, continuous IRS account monitoring, and unparalleled planning insights via a direct, 2-way integration with the IRS.

About TaxStatus:
TaxStatus offers financial professionals detailed visibility into a client or prospect’s full financial picture through a two-way integration with the IRS – the most official, complete, and accurate source of financial data. With one seamless digital touchpoint, clients and prospects can securely authorize access to their IRS data, including 10 years of tax history and continuous account monitoring for 3 years going forward. With over 3,000 data points per taxpayer, trust, and business entity, TaxStatus provides unparalleled insight and accelerated record collection.

Meet the speaker

Kevin Knull

CFP®, President- TaxStatus