Coaching with Me is Too Expensive | USTaxAid

Diane Kennedy's Blog

Coaching with Me is Too Expensive

Written by Diane Kennedy, CPA on October 28, 2018

Every week or so I hear, “You’re too expensive.”

Or sometimes the more polite, nicer version, “I can’t afford this.” (Whatever happened to polite response, anyway?)

I have a couple of comments. First of all, is this in response to finding out about our year round coaching program?  If so, the answer is easy.

If price is your primary concern, we are not your best option.

This next year, it will become much easier for a lot of people to prepare their own tax return. More expensive, but easier.

If you have just W-2 income and are going to use the standard deduction and don’t have a businesses or paper or real estate investments, then you’ll use the brand new really short form.

Even if you realize you need someone to prepare your return, you may still want to price shop.

If you view tax preparation as an expense, that’s your best plan.

If you view it as part of a strategy, then it’s not an expense. It’s an investment.

The cost of preparing a strategy is a tax deduction. It has a ROI (return on investment) calculation. It’s not a case of finding the cheapest expense now. It’s a case of finding the highest ROI.

Where can you find the highest return for the money you spend? In the past, we averaged a little over $10,000 in tax savings per consultation. A consultation currently requires an investment of $500.

Would you spend $500 to make $10,000 TAX FREE?

How much is that return? Now you’re thinking like an investor! It’s not an expense. It’s an investment if you’re looking at ROI.

We have a year round tax program. You have a flat fee that is paid monthly and that fee includes unlimited email consultation, some phone consultation and preparation of your personal and business tax returns*.

Imagine what would happen if you have someone just an email away to help you crunch numbers, before you buy, before you sell, before you grow or before you shrink your business? That’s what our full service tax program is like!

PLUS when you’re a client, the coaching program which includes live coaching sessions with me plus TWO Home Study Courses a month. That alone is worth $200 – $300 each and every month.

You get all that plus tax prep, plus an on-call experienced CPA all for less than the cost of a couple of Home Study Courses.

We have room right now for 4 new tax clients. If you want to apply for one of these spots, Contact Us.

There really are only 4 spots left before tax season. Once they’re gone, they’re gone.

Want to know more about the Trump Tax Plan and what you should do? Go to and pick up your copy of Taxmageddon2018.

Want to learn more about strategies you can put in place right now? Join our twice-monthly coaching program.

What a personal consultation or to apply for being one of our tax clients? Please Contact Us.

* Extra charges occasionally are required when extra work is needed.


  1. Myriam Mourani says:

    I love, love, love your twice-monthly coaching program! You pack more info into that half hour than day-long seminars I’ve attended! I always download the home study course and the recording so I can go over it a few more times before your next coaching session– and I find that I still pick up some additional strategies then. I know how much work and research you put into each coaching session and home study course, and it does not go unnoticed. Thank you!

  2. Kim Vicklund says:

    I love how positive the statement is: It’s not an expense. It’s an investment.!!!!

  3. Diane Kennedy says:

    Thank you for your comments, Kim!

    Myriam, I love having you in the coaching classes. You also bring up such good observations and questions. It helps make the class “real” to get those practical points. Thank you so much!

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