Tax Planning Mentorship

Confidently offer tax planning that meets your clients’ real needs and earns their trust.

Tax Planning Mentorship

Gain the Expertise and Confidence to Navigate Tax Planning Services and Attract Clients in Need of Your Guidance.

You already know tax planning matters. The problem?

Many accountants feel unsure how to start offering it. Others wonder if they can really charge premium fees for this kind of work. Some feel like tax planning is something “big firms” do, not solo practitioners or small firms.

The truth: your clients are looking for someone they can trust to legally minimize their tax burden and protect their wealth. They don’t need another compliance preparer. They need an advisor who leads.

That is exactly what this mentorship is designed to help you become.

What You Will Get

This is not a canned program or course. It is strategy and mentorship tailored to you and your practice, delivered in an intensive, focused container.

Five private one-on-one mentorship sessions

Gain a deep understanding of tax planning, enabling you to provide valuable advisory services that set you apart from competitors.

Proven Client Acquisition Strategies

Learn effective techniques for finding and attracting clients who are in need of tax planning services, helping you grow your practice.

Strong Client Relationships

Develop the ability to build trust and foster long-term relationships with clients, ensuring repeat business and client loyalty.

Clear and Effective Communication

Enhance your skills in communicating complex tax issues in a way that clients can easily understand, leading to smoother planning and higher client satisfaction.

As a retired tax planning specialist who has been sharing my 30+ years of experience with taxpayers and preparers, Randy did a fabulous job explaining the differences between tax planning, tax preparation and tax resolution. I have worn each of those hats in my 30+ years and they really are each very specialized areas. Randy was engaging with his real-life stories and relatable soft skill recommendations to provide the best possible service to taxpayer.

Cherie LaRou

Accountant

What You Will Get

This is not a canned program or course. It is strategy and mentorship tailored to you and your practice, delivered in an intensive, focused container.

Personalized Mentorship

Five private one-on-one mentorship sessions (60 minutes each) with a Certified Tax Planning Specialist

Strategic guidance for real client situations.

Bring your questions and cases, and get practical, implementable advice.

Confidence in client conversations.

Learn how to communicate strategies clearly, so clients understand and trust your recommendations.

Practical steps to integrate tax planning into your workflow.

Move beyond compliance and into high-value advisory work.

Focused two-month container.

All sessions are completed within two months to keep you moving and creating momentum.

Who This Is For

This mentorship is for CPAs, EAs, and tax professionals who:

Want to confidently deliver tax planning, not just tax compliance

Are ready to be seen as a trusted advisor rather than “just a preparer.”

Want clarity on how to talk about tax planning with clients (without feeling like you are selling).

Crave practical, strategy-driven mentorship rather than canned training.

Meet Your Mentor

This is mentorship, not theory.

Led by H. Randy Hughes, CPA, EA, a Certified Tax Planning Specialist with over 20 years of experience, this mentorship focuses on what actually works in real-world client relationships.

The goal:

Give you clarity around tax planning strategy.
Build confidence in delivering and discussing it with clients.
Equip you to deliver measurable value your clients can feel and happily pay for.

H. Randy Hughes III, CPA, EA

Certified Tax Planning Specialist

Your Investment

Most accountants earn back their full investment with just one tax planning client after completing the mentorship.

$ 2100

$1,150 immediately + $1,150 due 30 days later

CPA/EA Sessions - Five (5) 1:1 session designed and focused on strategies to effectively attract and manage tax planning clients
Apply Existing CPA/EA Sessions toward this tax planning mentorship
Double Time - Each session is 60 minutes in length (instead of the typical 30-minutes)
Consultations available for use within 2 months of purchase

$ 2300

$1,150 immediately + $1,150 due 30 days later

CPA/EA Sessions - Five (5) 1:1 session designed and focused on strategies to effectively attract and manage tax planning clients
Apply Existing CPA/EA Sessions toward this tax planning mentorship
Double Time - Each session is 60 minutes in length (instead of the typical 30-minutes)
Consultations available for use within 2 months of purchase

Think About This…

Two months from now, you are sitting with a client, not just filing their return but showing them how to save tens of thousands of dollars.

They look at you differently.
They respect you more.
They are relieved to have someone who truly understands and cares about their financial picture.

And you are finally getting paid for the real value you bring.

That is the power of focused strategy and mentorship.

Have Questions?

Confidently offer tax planning that meets your clients’ real needs and earns their trust.

You already know tax planning matters. The problem?

Many accountants feel unsure how to start offering it. Others wonder if they can really charge premium fees for this kind of work. Some feel like tax planning is something “big firms” do, not solo practitioners or small firms.

The truth: your clients are looking for someone they can trust to legally minimize their tax burden and protect their wealth. They don’t need another compliance preparer. They need an advisor who leads.

That is exactly what this mentorship is designed to help you become.

What You Will Get

This is not a canned program or course. It is strategy and mentorship tailored to you and your practice, delivered in an intensive, focused container.

What You Will Get

This is not a canned program or course. It is strategy and mentorship tailored to you and your practice, delivered in an intensive, focused container.

Personalized Mentorship

Strategic guidance for real client situations.

Confidence in client conversations.

Practical steps to integrate tax planning into your workflow.

Focused two-month container.

Who This Is For

This mentorship is for CPAs, EAs, and tax professionals who:

Want to confidently deliver tax planning, not just tax compliance

Want to confidently deliver tax planning, not just tax compliance

Are ready to be seen as a trusted advisor rather than “just a preparer.”

Are ready to be seen as a trusted advisor rather than “just a preparer.”

Want clarity on how to talk about tax planning with clients (without feeling like you are selling).

Want clarity on how to talk about tax planning with clients (without feeling like you are selling).

Crave practical, strategy-driven mentorship rather than canned training.

Crave practical, strategy-driven mentorship rather than canned training.

Meet Your Mentor

This is mentorship, not theory.

Led by H. Randy Hughes, CPA, EA, a Certified Tax Planning Specialist with over 20 years of experience, this mentorship focuses on what actually works in real-world client relationships.

The goal:

Give you clarity around tax planning strategy.

Build confidence in delivering and discussing it with clients.

Equip you to deliver measurable value your clients can feel and happily pay for.

H. Randy Hughes III, CPA, EA

Your Investment

Most accountants earn back their full investment with just one tax planning client after completing the mentorship.

Tax Planning Mentorship

Tax Planning Mentorship

Think About This…

Two months from now, you are sitting with a client, not just filing their return but showing them how to save tens of thousands of dollars.

They look at you differently.They respect you more.They are relieved to have someone who truly understands and cares about their financial picture.

And you are finally getting paid for the real value you bring.

That is the power of focused strategy and mentorship.

They look at you differently.
They respect you more.
They are relieved to have someone who truly understands and cares about their financial picture.