Our Tax What If Process

Our Tax What if Bootcamps Teach You Our Process

Step 1: Log in to our service with your unique password. It’s a class SSae-16 Certified facility with the same level of security and encryption as credit-card companies.

Step 2: Deposit a client’s previous years’ tax return in a unique cabinet named for them that only you can see or enter.

Step 3: Request a “What If” tax return from our menu of possibilities, or you can order a custom “What If”.

That’s it! The “What If” Returns are available for you to view, print and use to help you close your sales!

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