Implement Tax Strategies that
Stand Up to IRS Scrutiny
Stop risking your firm's reputation with half-implemented tax strategies that crumble under audit.
Your team deserves clear, defendable procedures. Your clients deserve strategies that actually work. And you deserve the confidence that comes from knowing every tax strategy in your firm is bulletproof.
Bodner & Clark Tax School—trusted leaders in accounting education—have developed the most comprehensive Tax Strategy SOPs in the industry. Each strategy comes fully documented and client-ready.
Get 10 Complete Tax Strategy SOPs with Custom Branding for only $7,499 (offer ends December 31, 2025)
***Regular Package Price with custom branding: $11,999
Each SOP set includes:
Full internal procedures
Both client presentation formats
One-page client summary
Complete customization with your firm's branding
This presale pricing represents our lowest offer—once these SOPs go to market, individual strategies start at $1,999 each
LIMITED TIME PRE-SALE OFFER
The Hidden Cost of Incomplete Tax Strategies
Ready to Implement Tax Strategies with Complete Confidence?
Join forward-thinking firms that refuse to compromise on quality.
Your clients trust you with their financial future -
give your team the tools to deliver on that trust.
You know the scenario: A team member implements a tax strategy they "mostly" understand. The client gets audited. Suddenly, deductions are disallowed, penalties accumulate, and your firm's credibility takes a hit. Without proper documentation and procedures, even legitimate strategies fail under scrutiny. Your staff lacks confidence. Your clients lose trust. And you're left managing damage control instead of growing your practice.
Each Bodner & Clark SOP gives you everything needed for flawless execution:
Internal SOP Documentation
Comprehensive procedures your team follows step-by-step to implement strategies correctly and consistently
Client Presentation (Email Version)
Professional, concise overview perfect for quick client reviews
Client Presentation (Training Version)
In-depth presentation ideal for client education and staff training
One-Page Client Summary
Clear summary that clients can reference quickly—perfect for busy executives
Every component is professionally designed, fully customizable with your firm's branding, and written to withstand the toughest IRS examination.
Complete Strategy Implementation—From Staff Training to Client Delivery
Included Strategies:
Real Estate Professional Status
The Short Term Rental Loophole
The Self Rental Loophole
Grouping Elections
Paying Your Kids
Board of Advisors
The Augusta Rule
S Corporation Elections
Accountable Plan
Solo 401k
✓ Audit-Ready Documentation: Every strategy includes the citations, forms, and supporting documentation the IRS expects to see
✓ Consistent Implementation: Your entire team follows the same proven procedures—no more guesswork or variations
✓ Client Education Built-In: Transform complex tax strategies into clear benefits your clients actually understand
✓ Instant Authority: Position your firm as the strategic tax expert with professional-grade materials
✓ Time Savings: Stop recreating the wheel—use proven templates and procedures from day one
Build Unshakeable Confidence in Your Tax Practice
Get 10 Complete Tax Strategy SOPs with Custom Branding for only $7,499 (offer ends December 31, 2025)
***Regular Package Price with custom branding: $11,999
Each SOP set includes:
Full internal procedures
Both client presentation formats
One-page client summary
Complete customization with your firm's branding
This presale pricing represents our lowest offer—once these SOPs go to market, individual strategies start at $1,999 each.
LIMITED TIME PRE-SALE OFFER
FAQ
Ready to Implement Tax Strategies with Complete Confidence?
Join forward-thinking firms that refuse to compromise on quality.
Your clients trust you with their financial future—give your team the tools to deliver on that trust.
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Each Bodner & Clark SOP gives you everything needed for flawless execution:
Internal SOP Documentation
Comprehensive procedures your team follows step-by-step to implement strategies correctly and consistently
Client Presentation (Email Version)
Professional, concise overview perfect for quick client reviews and email communication
Client Presentation (Training Version)
In-depth presentation ideal for client education and staff training
One-Page Client Summary
Clear summary that clients can reference quickly—perfect for busy executives
Every component is professionally designed, fully customizable with your firm's branding, and written to withstand the toughest IRS examination.
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The SOPs may only be used internally by the purchasing firm for the purpose of providing client services. This includes adapting any of the SOPs for your business’s internal processes to serve your clients.
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You are strictly prohibited from engaging in the following activities with respect to the SOPs and templates provided with the SOPs:
Resale or Sub-licensing
External Training/Certification
Product Development
Public Display
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Once purchased, you will receive access to four PDF documents per SOP, including:
Internal Training SOP
Full Client Presentation
Condensed Client Presentation
One-Page Client Summary
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All SOPs will be branded Bodner & Clark unless the Branding Package is purchased.
If the Branding Package is purchased, we will request your company logo, colors, and fonts as well as your company disclosure to use on all documents.
*NOTE: All pre-sales include the branding package.
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If any major changes occur within two years of purchase, Bodner & Clark will update the documents free of charge. Any changes after that time, will require an additional update fee.
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Each SOPs will be provided via google drive when completed. All 10 SOPs will be completed no later than February 28, 2026.