Welcome to the industry's best tax model

We teach you how to cross-sell and cultivate the financial business from your tax practice and we are the best in the industry at doing it.

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Introducing TaxMax™

The flagship of USA Tax & Insurance Services Inc., is the Tax and Financial planning business model. The model we have implemented personally for the last seventeen years. We have over two hundred representatives who completely transformed their old financial planning practice into a tax and financial planning center and increased their business an average of 300%.

Imagine having 300-1000 guaranteed appointments every tax season and being able to market to your tax clients all year. Your tax clients are your annuity, because you continue to help them with their financial planning needs each and every year. This will provide you with increased profits for many years to come.

Our new TaxMax™ System will give you a tax business that pays every single year. You will build massive reoccurring revenues coming from the tax preparation part of your business. Your business could make from $100,000-$500,000 and higher of net profits just from your tax practice every year. This is what our USA Tax business model can do for you, it will simply CHANGE YOUR LIFE.