FOR CPAs · EAs · ACCOUNTANTS
Help Your Clients Save More Without Adding to Your Workload.
AVAIL works alongside tax preparers to deliver proactive tax strategies that enhance your value—without replacing your role.
THE GAP
Your Clients are Asking a Different Question.
You already do the critical work of preparing accurate returns and keeping clients compliant. But many clients today want to know:
“How do I reduce what I’m paying going forward?”
Most tax prep work is
- Deadline-driven
- Focused on historical reporting
- Limited in time for forward-looking strategy
As a result
- Planning opportunities are often missed
- Clients may seek answers elsewhere
- Expectations continue to increase
HOW AVAIL COMPLEMENTS YOUR WORK
We Extend Your Capabilities,Without Changing Your Role.
You remain the tax preparer. We support the strategy behind the numbers.
Identify Opportunities
Surface tax-saving opportunities before year-end.
Model Strategies
Build out advanced scenarios tailored to each client.
Planning Insights
Deliver insights you can bring directly to your clients.
Implementation Support
Coordinate with you on rollout and execution.
WHAT THIS DOES FOR YOU
- Strengthens client relationships
- Increases retention
- Positions you as more proactive and strategic
- Expands what you can offer, without increasing workload
We Do Not Compete With You.
We operate as a specialized extension of your service offering. Never a replacement.
- We do not prepare tax returns
- We do not replace your client relationship
- We do not position ourselves as the primary advisor
Grow Your Practice Without
Growing Hours.
HOW THE RELATIONSHIP WORKS
A Simple, Coordinated Workflow
01
You Identify
You flag a client who may benefit from proactive planning.
02
We Evaluate
We asses the situation and design a strategy.
03
We Coordinate
We work alongside you throughout the engagement.
04
You Stay Primary
You remain the client's primary tax professional.
IDEAL CLIENT SCENARIOS
When to Introduce a Client
Clients paying $50,000+ in taxes
Business owners with complex structures
Clients with large capital gains events
Situations requiring multi-year planning