Tax season will be in full swing in January, so affiliates should all be checking their program descriptions for the correct way to promote Premier Tax CFO or Expat CFO.  Premier Tax CFO is the core service, available to the general public.  Because it is Internet based, it serves certain focus-markets (such as Expats) very, very well.  Sites like ExpatCFO have been designed to reach these focus markets with the Premier Tax CFO service and provide them with additional content specific to their needs such as additional resources and articles that would not apply to the general population.

The key to marketing these services is to know your audience. In most cases, you will only want to promote one or the other. If you have a US-based tax site or coupon site, Premier Tax CFO is probably the service you want to promote. Sticking to the one program will avoid confusion.  When promoting Premier Tax CFO, here is some copy to use as a description:

“More than a tax return, Premier Tax CFO delivers peace of mind.  Through our Premier Tax CFO services package, we help make your world simple again by providing you with four core services for just one annual fee:  Your income tax return (1040) is prepared by a qualified CPA, and includes complimentary telephone consultations throughout the year.  If you can access the Internet, you can reach ALL your personalized information via a secure, on-line financial world portal that keeps your financial information current and stores digitized copies of your most important family documents.  You need an annual tax return (1040), comprehensive tax solutions, access to the best technology, and professional guidance to take good care of your financial world.  Premier Tax CFO has put all these pieces together for you to simplify your world and give you peace of mind again.”

If your site is targeted to Americans living abroad or an informational site about moving to a country outside of the US, you should be promoting Expat CFO. Here is some copy to use when promoting Expat CFO:

“Expat CFO is for Americans living and working abroad.  Just because you live around the world, that doesn’t mean that your finances have to be scattered abroad as well. We help make your finances simple again by providing you with the core services you need for just one annual fee.  Your income tax return (1040) is prepared by a qualified CPA, and includes complimentary telephone consultations throughout the year.  As long as you have internet access, you can reach ALL your personalized information via a secure, on-line vault that keeps your financial information current and stores digitized copies of your most important family documents. With Expat CFO, we have put these pieces together to help you simplify your world and have peace of mind again.”

If you have any questions about these services or need custom copy for your program, please contact us and we will be happy to work something up for you.