Mark Kohler explains which clients tax advisors should target: people with W-2 jobs plus side income from a business, rental property, or 1099 work. These clients have real goals like buying real estate or leaving their day job, and they need actual strategy, not just tax tips.
We want to find those ideal clients that are going to benefit the most from advisory and where we can really shine. So check out this slide. Here's some examples. A small business, a side hustle. They have rental real estate. They have a 1099 of X dollars or more. They have goals to buy real estate. They have goals to leave their day job. They're trying to build wealth. They have additional income from a farm, Etsy, Uber, Turo, Waverly, eBay, whatever. I love a client that has a day job and a small business, a day job and a rental property. Now I've got something to work with. Now I can start impacting their life with real tax strategies. Real wealth-building principles. They're not just there to save taxes. We're there to help them build their legacy, their American dream, to build wealth. That's where an advisor really starts to create a relationship with that ideal client and you start enjoying and loving your job.
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