John Raines

John Raines Helping CPAs and EAs Become More Valuable Assets to Their Current & Future Clients Yeah, those software-based systems are coming for your client bases.

CPAs and EAs...things could be changing for you very soon…

Have you heard of Corvee, TurboTax, and TaxSlayer? As time goes on, I’m sure you’ll even see Amazon and Walmart jump into the mix with their own automated accounting software services. You may be thinking: “My clients love my work...they’re not leaving”

But how often do you engage your clients? Once, maybe twice, a year? Look, today’s co

nsumer is looking for convenience...which is why droves of people are moving their business to TurboTax and the plethora of other software packages. So how do you retain your client base and keep them from moving their business to software in the name of convenience? Or to your competitor with higher-end software and customized solutions that you don’t have? Well, we just need to make you more valuable to them. In other words, we can give you a path to transition from “just” tax preparation to tax planning. There is a BIG difference between the two…

Now, I’m NOT suggesting you become a jack of all trades. The BIGGEST hurdle accountants face when growing their business and achieving their goals is a lack of time. You are already working maximum hours, and there is no practical way to increase the percentage of new A clients relative to new B and C clients. What I am about to show you is a new strategy that has helped many tax professionals increase their annual revenue by $50-250k without additional work...or taking on additional risks. My TailoredTax™ Method allows accountants with an opportunity to use the new model as the means to better serve their A clients with tailored tax and business solutions at no additional cost or risk. As the team-lead to expert specialists in tax and business solutions, I serve as a back-office partner allowing my select accountant partners to offer more pro-active and holistic client solutions in addition to generating more revenue. (see my featured section for the Old vs New way accountants scale their business). So if you are an accountant who wants to:
• Grow your business
• Become a more valuable asset to your A clients
• Retain your current base of clients...and not lose them to TurboTax or other software

Then simply leave me a note and let’s find time to chat more about how we can implement the TailoredTax™ Method into your business today.

05/29/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
05/22/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Does it make more sense to push back retirement, or not to retire at all?
05/15/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Thinking of volunteering in retirement? Some considerations.
05/08/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

05/01/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

Terrible or wonderful; Could a variable annuity be right for you?
04/24/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Health-care coverage (including Medicare) typically does not cover extended medical care.
04/17/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Are you planning to work after taking Social Security benefits? Know the rules.
04/10/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
04/03/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

A homewarranty may make sense, but you need to set proper expectations.
03/27/2026

A homewarranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

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508 N 2nd Street Ste 108
Fairfield, IA
52556

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