{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1c9f7257e9994b5782dcaa6f0c4819ee\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1c9f7257e9994b5782dcaa6f0c4819ee-e96f62f7c5e4001e.gif","duration":3103.617,"title":"Back Half 2026 Tax Planning Client Strategy","description":"This Loom explains a back-half-of-2026 strategy to turn tax season work into recurring bookkeeping and tax planning revenue. The speaker notes that from June through year end, most revenue comes from bookkeeping cleanups and tax planning clients, and argues timing matters because tax planning has a six-month implementation window. They discuss signals to identify leads, including profit jumping (for S-corp opportunities), surprise April tax bills, messy or unreconciled books, owners not doing reconciliations, and major life or business events. They also outline pricing and offer packaging, including a late S-corp election minimum of $750 and cleanup plus monthly bookkeeping pricing, with mini review offers ranging from $97 to $297."}