The Annual
Presentation — Turn
Tax Strategy Into Year-
Round Client Retention
Show clients their savings, value, and next steps — all in one
clear, professional presentation.
A Structured, Repeatable Way to
Deliver Strategy
Tax strategy doesn’t stop once the assessment is done.
The Annual Presentation transforms your findings into a professional, step-by-step presentation that walks clients through everything — from consultation to execution — while positioning you as their trusted year-round advisor.
It’s the bridge between showing value and securing long-term engagement. Each presentation is fully customizable, visually polished, and designed to help clients understand, commit, and stay connected throughout the year.
Structured, Professional Client Experience
Give clients clarity, not confusion.
The Annual Presentation walks them through every stage of the process — consultation, planning, strategy selection, and execution — in a way that’s simple, professional, and consistent every time.
Results
A polished experience that builds trust and positions you as the expert.
Demonstrate Real Value and Results
Show clients the numbers that matter.
With before-and-after tax scenarios, clients can clearly see how your strategies create measurable savings. Each presentation helps visualize impact and reinforces the value of your work.
Results
Clients see undeniable proof of your results and happily stay engaged.
Customizable to Every Client Situation
Every client’s situation is different — your presentation should reflect that.
You can adjust the Annual Presentation to match the client’s financial profile, chosen strategies, business structure, or investment portfolio.
Results
Personalized recommendations that make your services feel tailored, not templated.
Supports Strategic Decision-Making
Empower clients to make smarter financial choices.
The presentation highlights each tax-saving opportunity, helping them see both the short-term impact and long-term benefits of proactive planning.
Results
Clients understand their options and confidently move forward with your recommendations.
Enhances Client Retention and Engagement
Keep clients close and committed.
The Annual Presentation supports ongoing collaboration with structured monthly check-ins or coaching sessions that maintain transparency and trust.
Results
Clients stay engaged all year — and keep renewing year after year
Simplifies Complex Tax Concepts
Make tax strategy make sense.
The presentation breaks down advanced topics like audit defense, deductions, and entity structuring into clear sections with visuals, summaries, and key takeaways.
Results
Clients stay engaged and understand the value behind every recommendation.
Boosts Enrollment and Upsell Opportunities
Use your presentation as your sales tool.
Each presentation highlights the benefits of your Annual Program, showcases results, and includes pricing, guarantees, and next steps — making it easy for clients to say yes to higher-value engagements.
Results
More enrollments, more renewals, and more revenue.
Adds Compliance and Audit Support
Document every strategy, clearly and completely.
Each Annual Presentation includes a record of tax strategies, creating a paper trail that supports compliance and future IRS audits. It even includes a structured audit defense plan for added peace of mind.
Results
You and your clients stay protected, prepared, and confident.
Saves Time Through Automation
Create a professional, client-ready presentation in minutes — not hours.
The system generates a standardized, customizable presentation template, reducing manual work and ensuring consistency across all your client interactions.
Results
Fewer errors, less stress, and more time for high-value client work
Strengthens Your Competitive Advantage
Deliver a level of service others can’t match.
The Annual Presentation combines automation, data-driven insights, and personalization — positioning you as a true advisor, not just a preparer.
Results
You stand out in a crowded market and command higher fees.
See Tax Maverick in action
FAQs
Got questions? We got you.
Ready to Turn Strategy Into
Year-Round Revenue?
Start using the Annual Presentation today to engage clients, build trust, and
create lasting relationships that pay off year after year.
No obligation—cancel anytime