TaxCredible is a tool for helping you approach, close and bring on new clients.
It works like this:
Step 1: You identify a prospective client that you’d like to do business with.
Step 2: You do some research (Google, LinkedIn, other public sources) to find out what they are working on. That may include things like new product rollouts, hiring additional employees, or building expansions.
Step 3: You complete a Tax Incentive Plan on the TaxCredible platform to identify incentives for which your prospect is eligible.
Step 4: You approach the prospect, armed with the specific details you need to have an informed conversation: “Did you know that because that plant you just opened is within an opportunity zone you can save $200,000 in taxes?”
Tax savings for your new client. A feather in the cap for you.
Screenshot: Tax Incentive Planning Page