Tax Pros + New Advisors

Why You’re Not Landing $5K Clients — And the Fix You Need Now

Join Uncle Kam Co-Founder & CEO, Kenneth Dennis, for a free training about how to close premium Tax Planning Clients in 72 Hours using a proven method. This works even if you have never sold advisory before.

Tuesday, Dec. 2nd @ 11 am PST

LIVE 90-Minute WebClass

Most tax pros don’t fail because they lack skill. They fail because they’re unknowingly using a preparer’s process to sell a strategist’s service — and the two couldn’t be more different.

In this eye-opening workshop, you’ll discover the simple “value extraction” mechanism the top 1% use to instantly reveal hidden tax savings, trigger client urgency, and command $5,000+ fees without pressure, persuasion, or pitching. Once you understand this shift, selling premium plans becomes the logical next step for the client — not a negotiation.

WHAT YOU'LL LEARN

Most tax pros don’t fail because they lack skill. They fail because they’re unknowingly using a preparer’s process to sell a strategist’s service — and the two couldn’t be more different.

1.

Why Most Tax Pros Stay Stuck at $300 Returns

And how a single positioning shift can elevate you to “trusted advisor” status before the client ever asks about price.

(This alone can add $60,000+ a year in new revenue.)

2.

The “Savings Signal Framework” That Makes Clients See You as the Only Choice

Learn the 3 strategic questions that instantly uncover costly tax blind spots — and ethically guide clients to ask you to build their plan.

3.

The 72-Hour Conversion Formula

A step-by-step process to move clients from curiosity → clarity → commitment… without needing referrals, a big audience, or complicated funnels.

4.

Your First $5K Tax Plan — Mapped Out for You

You’ll leave with the exact script, pricing, plan outline, and follow-up sequence you can deploy within 72 hours to land your first premium client.

Plus, stick around until the end for a valuable Q&A from the live presentation answering any and all of your questions.

What members are saying

JOIN KEN LIVE

Discover the Key Mechanism to Landing $5K Clients

DEC 2ND, 2025 @ 11 AM PST

Save Your Seat Today!

Join advisor, investor, and 4x CEO Kenneth Dennis for a private training session built for Tax Pros who are ready to elevate their client base, sharpen their strategy, and scale their business like a true CEO leading a modern firm.

DATE: Tuesday, December 2nd

TIME: 11:00a – 12:30p PT | 2:00p – 3:30p ET

LOCATION: Join In Virtually Via Zoom

WHO SHOULD ATTEND

Tax Pros

Tired of Doing “Work” While Others Do High-Value Strategy

If you know you’re capable of more — more income, more impact, more expertise — this training is your pathway out of low-value tax prep.

Tax Preparers

Ready to Add Advisory Services (Even If You’re Brand New)

You’ll learn a simple, repeatable process that makes premium clients feel like the right next step.

Bookkeepers, EAs

Newer Advisors Who Want To Sell Without Feeling “Salesy”

If selling makes you uncomfortable, this method will become your superpower.

MEET YOUR HOST

About Kenneth Dennis

Kenneth Dennis is the visionary strategist behind the Dennis family’s tax empire. As one of the first to launch online tax education courses, he pioneered the digital info space for tax consumers—long before it became mainstream. He’s the architect of the $20M Challenge Model, the first of its kind in the industry, and the marketing force behind Uncle Kam, the national platform changing how Americans find tax-saving experts. From building brands to scaling movements, Kenneth blends creative fire with operational precision—and continues to shape the future of tax strategy in America. He is the CMO of KDA Inc