Gradient Tax helps you build a tax practice. Together, we help you develop a practice that matches your specific level of interest and help you integrate these services into your business. Choose from three tax models that are right for your business.

Model 1: Tax Preparer Referral Program
Model 2: Tax Preparation Business
Model 3: Tax Preparation & Financial Services Business

Tax Preparer Referral Program
Using our Tax Preparer Referral Program model, you’ll partner with tax preparers or Certified Public Accountants to build affinity relationships. By partnering with a tax professional, you will open the door to new prospects, have a better understanding of your clients’ financial situations, and increase your sales per client. It’s no secret, top producers rely on their clients’ tax returns to generate new business.

Tax Preparation Business
Using our Tax Preparation Business model, you’ll create and own a tax business. You may or may not choose to be associated with the financial services industry.

Tax Preparation & Financial Services Business
Using our Tax Preparation and Financial Services Business model, you’ll own and operate your own tax preparation business in addition to your financial services business. We help you expand your practice by offering tax preparation services, and you’ll hire a tax professional to support these services. By owning a separate, yet integrated tax preparation business, you’ll be able to drive down your prospecting costs and generate more profit.

Whether you are looking to establish a tax preparation business or integrate one into an existing financial services practice, Gradient Tax will coach you on how to launch a successful tax business.
Gradient Tax, LLC was founded in 2008 and is a member of Gradient Financial Group, LLC, the holding company for a family of companies that serve the financial services professional.

At Gradient Tax, we help you build a tax practice and integrate tax preparation services into your business. Choose from three tax models that are right for your business.

Using the Tax Preparer Referral Program model, you’ll partner with tax preparers or CPAs to build affinity relationships. By partnering with a tax professional, you will open the door to new prospects, have a better understanding of your clients’ financial situations, and increase your sales per client.

Using our Tax Preparation Business model, you’ll create and own a tax business. This approach is available to those that may or may not be associated with the financial services industry.

Using the Tax Preparation & Financial Services Business, you’ll own and operate your own tax preparation business that is integrated with your financial services business. We will help you to identify and hire a tax professional to support these services. By owning a separate, yet integrated tax preparation business, you’ll be able to drive down your prospecting costs and generate more profit.

Whether you are looking to establish a tax preparation business or integrate one into an existing financial services practice, Gradient Tax will coach you on how to launch a successful tax business.
1. How long have you been in business?
Gradient Tax, LLC was founded in 2008. We are a member of Gradient Financial Group, LLC who offers a comprehensive suite of products and services, including insurance, investments, securities, taxes and more.

Gradient Financial Group Members
Gradient Insurance Brokerage, Inc.
Gradient Investments, LLC
Gradient Securities, LLC
Gradient Advisors, LLC
Gradient Tax, LLC


2. What is your mission statement?
Gradient Tax, LLC provides three diverse tax models as well as superior sales, marketing and administrative support to tax preparers and financial services professionals.

3. What products and services does your company specialize in?
We offer tax preparation products and services. Using the Tax Preparer Referral Program model, you’ll partner with tax preparers or CPAs to build affinity relationships. By partnering with a tax professional, you will open the door to new prospects, have a better understanding of your clients’ financial situations, and increase your sales per client.

Using our Tax Preparation Business model, you’ll create and own a tax business. This approach is available to those that may or may not be associated with the financial services industry.

Using the Tax Preparation & Financial Services Business, you’ll own and operate your own tax preparation business that is integrated with your financial services business. We will help you to identify and hire a tax professional to support these services. By owning a separate, yet integrated tax preparation business, you’ll be able to drive down your prospecting costs and generate more profit.

4. What separates you from the competition?
Our pricing strategy is one that allows you to position yourself as a quality, professional advisor. You are not going to chase $49 tax returns with our approach.

Additionally, we offer a business model that allows you to own a separate, yet integrated tax preparation business. With it, you’ll be able to drive down your prospecting costs and generate more profit.

Lastly, all programs are design to be profitable business models.

5. What is the No. 1 benefit of working with your Company?
Prospects. Positioning. Profit.

6. Do you offer products and/or services that no one else offers?
Yes, we offer a model that allows you to establish a formal affinity program which allows for a profitable and structured referral program. In a second model, we help you establish a separate tax business from your existing insurance and advisory business and understand the benefits of it.

7. What is the first thing you want prospective agents/advisors to know about your organization?
We set you up to position yourself as a quality, professional advisor. We do it right, and we don’t cut corners. You are not going to chase $49 tax returns with our approach.

8. How do you measure success and how do you share success with your agents/advisors?
We gauge our success on the number of tax returns you process in addition to your increase in revenue from the sale of insurance and investments. We also measure our success on your ability to spend more time and money on the things you are most passionate about. We strive to improve your quality of life, both personally and professionally.