WITHIN 60-90 DAYS...
Use our proven blueprint and become a 6-8 figure earner in the income tax industry
With our suite of services, including 1-on-1 mentoring, custom CRM, and our tax assistant software, you'll harness the tools to scale your business like never before.
Or just leave us a message at (614) 394-5009
Not leveraging your taxes to work for you?
Neglecting to leverage your taxes means leaving money on the table and missing out on opportunities to optimize your financial situation.
It's like ignoring a valuable asset in your financial toolkit, ultimately hindering your ability to achieve maximum growth and prosperity.
This is why we build the all in one solution for you
Or just leave us a message at (614) 394-5009
Complexity of Tax Laws and Regulations
Our team is up always up to date on changes to tax laws, ensuring professionals have accurate information to navigate compliance requirements efficiently so you don't have to spread your focus thin.
Stop wasting valuable time & resources!
Quit spending money on 3rd party tools!
Data Management and Organization
We supply you streamlined management, and provide you tools for categorization. This prioritizes workflows and minimizes the risk of data entry errors.
Minimize the risk of hand written errors!
Reduce clutter and unorganized info!
Do you want to know how much this actually cost you?
Not only are you being nickel-and-dimed by multiple 3rd party tools, you probably don't even know how to properly use them.
We actually provide you a 1 on 1 set-up and training!
We provide efficiency, accuracy, and ultimately scalability.
Our tax assistant software saves you all the time you never knew you had and brings back immeasurable financial growth. Just wait, we'll show you why it's so awesome...
Use our proven blueprint and become a 6-8 figure earner in the income tax industry
(WITHIN 60-90 DAYS)
Or just leave us a message at (614) 394-5009
Super flexible and packed with countless features
We're stacked full with all the features you possibly think you would need, all to get more things done in less time.
☝️ We put an un-imaginable amount of time into these tools just so you have an ultimate one-stop-shop for everything income tax related!
We offer 24/7 support + on the phone assistance
We know how annoying it is to deal with customer service robots all day, that's we have live support just for you, whenever you need it most.
☝️ Feel free to call, message, or leave a voicemail at any hour and we'll get back to you as soon as we can!
*live calls are only available during hours of operation
Enhancing your experience with 24/7 support & continuous updates
With constant support & updates being applied to the software, we are always looking to improve our customer journey and overall experience.
☝️ Leave it up to us to make it a seem-less process for you when dealing with income tax related!
Still on the fence? Let's clear the air.
Schedule a consultation today and discover how our proven methods can transform your tax practice. No strings attached, just clarity and confidence.
This is why 100s of customers
love our product.
We've serviced anyone that's just starting out to advanced professional that just needed an extra hand with upkeep.
Check out our packages
Do you need simple organization, tax assistance, maybe even a deep and in depth dive on your finances?
Or if you just need answers for tax related questions, book a call with us directly!
Income Tax Software
(as low as)
$899 per month
Provides all of the required tools to succeed in the industry with or without our help.
24/7 support
All inclusive start-up package
Complete software training
Custom training sessions
Setup assistance
Tax preparation
Motivational support
CRM
(as low as)
$699 per month
Set your company up for success with self-guided, always-on resources.
24/7 support
Custom training sessions
Monthly reports
Multiple devices supported
Advanced for optimal organization
Setup and configuration
Success path
1 on 1 Mentoring
(as low as)
$5,000 per month
Get the most value from SMT Financial Partners with our proactive partnership and a personalized experience.
1 live call per week
12 months of weekly live group coaching with Jay
Evergreen access into our private mastermind community
Personal coaching with DJ
Concerned about taking the leap? We understand.
If you're not completely satisfied, we'll refund your investment, no questions asked.
Take the first step towards a brighter future with peace of mind.
NOT SURE IF WE'RE A FIT?
Feeling skeptical? Let's tackle all of those self limiting doubts head-on.
We'll address every question, hesitation, and uncertainty you have about our services. No sales pitches, just straight talk.
It's time to get the clarity you need to make an informed decision.
© Copyright 2024. SMT Financial. All rights reserved.
© Copyright 2024. SMT Financial. All rights reserved.
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