We Help Law Firms Grow By Adding Law & Tax Consulting Services To Their Law Firms
Legal and tax consulting integrates business, estate, tax, and nonprofit services, complementing your legal practice. We provide the tools to expand your offerings, boost revenue, and stand out from competitors who leave clients to handle these challenges alone.
Law Firm In A Box Includes:
Training on these topics and startegies: Business, tax, nonprofit, and estate topics
Tools and technology stack to run a virtual and flexible tax consulting firm
The training and support to generate new leads, conduct sales conversions, and close deals
The access to a network of specialists who are ready to handle the implementation of work
The strategies and ideas to expand your firm in extremely creative and innovative ways
Offer clients the basic or advanced strategies they need to navigate these topics with more confidence.
Strategies And Ideas Featured On:
Install The Tools To Unlock 6 or 7+ Figures In Revenue That You Are Sitting On: Existing Database of Clients, Customers, and Followers
Every person you have ever worked, and will work, is going to need some form of legal and tax advisory and restructuring work - use our training, tools, and support system to recapture that missed revenue in your database
About Us
Dear Attorney,
It's Sid Peddinti here - I'm a Business & Tax Lawyer, TEDx Speaker, Legal Writer, and Tech Entrepreneur who entered the world of law and tax work in 2005, after experiencing a multi-million dollar bankruptcy and having my legal entities pierced.
This experienced motivated me to learn the law so I could make a difference and help entrepreneurs and investors avoid making my mistakes. I have focused on learning Business and Tax Law and completed multiple certifications in Canada, in addition to attending law school in London, and completing a LLM (Masters of Law) degree from Los Angeles.
Over the past two decades, I've researched tens of thousands of cases, invested millions in advertising dollars to generate new business, and have developed roughly 200 strong referral partnerships with financial advisors, accountants, and insurance agents. We have evaluated roughly 10,000 portfolios and estates and have shared the insights we've gained in various forms, including in articles, publications, courses, programs, and keynotes.
Now, we're ready to bring everything we have learned and discovered to law firm owners - they are perfectly positioned to learn the basics and integrate these services into their practices. Here's how we can help you accomplish this:
Practical Tax Law Training
We offer the technical training that covers tax law concepts, legal structuring, estate planning, nonprofit structures, trusts, foundations, pass-through entities, and various real-life scenarios that arise in the world of tax planning and advisory work: 100% application-based learning.
Tax Law Firm Tools
We offer the tools needed to build and operate a virtual tax firm that's integrated with your services, such as the necessary website, landing pages, intake forms, proposals, invoice builders, automation tools, and legal document blueprints that clients might need: Used by 200+ financial advisory and accounting firms at the moment (our referral partners).
Sales training
We also offer the training needed to spot issues, identify gaps in the tax strategies and entities being leveraged, and how to create basic roadmaps that can be delivered to clients. We provide the hands-on training you need to confidently hold conversations around these topics with clients.
Backend Implementation Support
We offer access to a network of estate planning, business law, nonprofit law, accounting, financial advisory, and insurance professionals who are ready to joint venture with your firm and ensure clients have the required help and support needed to implement the strategies that we formulate together for them. A large portion of tax implementation and legal restructuring work can be outsourced to law firms who are happy to handle the paperwork, if needed.
10 Immediate Benefits & Advantages Of Incorporating Legal & Tax Consulting and Advisory Services In Your Law Firm
Boost Earnings Per Case
Integrating tax and legal strategies transforms each case into a high-value opportunity, maximizing client outcomes and your bottom line.Recapture Missed Revenue
Capture untapped revenue by aligning tax insights with legal expertise, turning missed opportunities into revenue that is almost entirely profit for your firm (existing database of clients, leads, and followers).Offer More Value to Clients
Provide clients with comprehensive solutions by bridging the gap between legal representation and proactive tax planning, which very few firms are offering.Diversify Your Offerings
Stand out in the market with diversified services, offering tax and legal strategies that address clients' most pressing challenges, positioning you as the "goto" expert for your clients.Expand Your Law Firm
Grow your practice with strategic tax services that open doors to new markets and high-value clientele, not just in your city, but nationwide (Tax Law is Federal).Develop More Referral Streams
Become the go-to firm by offering unique tax-legal strategies that not only attracts clients, but also enables you to build relationships with accountants, financial advisors, realtors, insurance agents, fund managers, family offices, and even business brokers.Tax Law is Virtual & Flexible
Add a flexible, virtual revenue stream to your firm with tax strategy services that adapt to any client’s needs, while catering to your lifestyle requirements (100% virtual practice).Tax Work Can Be Customized
Tax law is a unique area of law that can be customized and tailored to address the tax obligations that arise in your line of work, it can be very specific or can be broad - it offers a lot of flexibility.Attract Wealthy Clientele
High-net-worth clients seek advisors who can integrate tax and legal expertise, positioning your firm as their ultimate solution. Stand-out from competitors who turn away any tax matters, even those that they have created for the client.Develop More Trust & Goodwill
Build lifelong client relationships by solving their toughest challenges with innovative tax and legal strategies that your clients are going to gain massive "ROI" from leveraging.
Stop Throwing Away Hard-Earned Relationships (And Revenue)
You've worked very hard to acquire each client, don't just send them away after one legal service. Use of platform to:
Boost profits per case: Each case in your existing database is worth $2K-$50K and is mostly profit at this point.
Maintain control over the client: Don't lose control over the client by sending them away.
Avoid mistakes that dilute your efforts: Other advisors can dilute and destroy the work you have done for your client.
Stand-out from others: Offer insights and solutions that competitors refuse to even talk about, let alone handle in any way.
A Blue Ocean Strategy For Your Law Firm
How many law firm owners, especially those who you would consider to be "competitors", are offering any level of integrated estate, nonprofit, tax, and legal consulting and advisory work? Maybe 10% or 20% (if that).
Leverage the opportunity to gain several layers of competitive advantages over your competitors, including expanding nationwide and getting out of billable hours or low-margin, high-stress legal work.
Become The Source of Knowledge
What if your firm can be top of mind every time a customer makes a financial decision? Gain true preeminence and authority by strategizing about tax and estate matters, something most of your current competitors might not be doing, mostly because they have no clue how to go about it or believe it's a high liability area.
It's no riskier than you're line of work, and those risks can be mitigated in a plethora of ways.
High-Demand, Low Supply
Over 10,000+ people are turning 65 years every single day and the trend is going to continue for another 25-30 years. On the other side, less than 35% of American have estate plans in place.
Additionally, most firms do not offer tax strategy, which many clients actually need. See the gap in the marketplace - which is the opportunity for us to monetize together?
Expand In Unique & Innovative Ways
We have a range of unique growth strategies that we've used to gain referral sources and clients over the past two decades that we're going to share, including: securing funding in the form of advertising grants, using publications as a blog for more exposure, speaking on stages, and creative joint venture strategies with non-legal professionals.
Calculate The Missed Revenue That Can Be Recaptured In Addition To New Revenue That Can Gained By Working With Us
The Bottom Line: Create A Win, Win, Win Situation By Incorporating Law Firm In A Box
Clients: Help your clients save thousands or even millions in tax dollars
Your firm: Your firm earns more revenue by recapturing missed revenue and unlocking new revenue channels
Our Firm: We are able to empower more lawyers with our unique discoveries, and empower clients who need these strategies in their life
Use our calculator to calculate the Missed Revenue that you have missed out on collecting by not incorporating legal & tax related offers to your clients.
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IMPORTANT: LEGAL DISCLAIMER
The information contained on this page does not constitute legal, tax, of financial advice and is strictly for educational and entertainment purposes only. Please consult an attorney or advisor in your area to get a second opinion on legal matters. We are a consulting firm that houses attorneys, accountants, and other licensed professionals who who execute strategies for our clients. No attorney-client relationship is formed by scheduling a call, filling out forms, attending workshops, participating in the Hotline, or by sending us an email.