Partner with LBH

Service Description

This 45-minute informational Zoom call is designed for tax professionals who want to increase revenue without taking on more tax returns. During this session, we’ll walk through how you can partner with LBH Services to offer Tax Protection Plans and tax resolution services to your existing client base without adding prep work or expanding your workload. What We’ll Cover: • How Tax Protection Plans work and why clients say yes • How to offer protection plans to every client during filing • Ways to add tax resolution services to your firm through LBH • Revenue potential & pricing splits (transparent discussion) • How LBH supports the backend so you don’t have to • Who this partnership is best suited for • Live Q&A — bring your questions Next Steps After the Call If it’s a good fit: • You’ll receive the Partner Agreement or B2B Agreement • Access to the Tax Pro Partner Kit (scripts, pricing, FAQs, client language) • Clear guidance on how to start offering plans immediately There is no obligation to move forward after the call. This session is strictly informational.