Mastermind Members, leverage our Mastermind Group’s experts’ best strategies for earning financial business from tax deliveries or reviews to clients. Learn how tax planning increases their business and their tools and techniques on using tax return reviews to create new financial opportunities.

You’ll walk away with:

  • Actionable tools and tips for how tax planning can mitigate future tax liabilities
  • Strategies to expand your client pool
  • Marketing tools to help you build and sustain your relationship with clients
  • Guidelines and processes for hiring an appointment setter and a seasoned tax professional to build and maintain your new tax practice
  • Proven strategies to help you stay organized and build the necessary tax practice infrastructure


Dave Alison, CFP®, EA
Executive Vice President | Founding Partner
Clarity 2 Prosperity

Don Chamberlin, CFEd®
Mentor | Founding Partner
Clarity 2 Prosperity


Any questions? Submit the form below and we will be in contact with you shortly.