National Tax Consulting Firm, Tax Saving Professionals “Client Referral Program” Generates More than $2 Million in Client Tax Savings

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National Tax Consulting Firm, “Tax Saving Professionals” ( Announces Successful Beta Results of “CRM Strategic Alliance Software” for Accountants, CPAs, Attorney’s and Financial Advisers.

"Our strategic partner program, custom designed web portal and CRM software allows members of the tax and financial communities to easily leverage the their client base and earn more income," says Ray Phair, COO of Tax Saving Professionals.

By bundling assorted software programs and creating a custom web portal, the national tax consulting firm Tax Saving Professionals ( allows members of the tax and financial communities to easily leverage their client base, grow their practice and earn more income. ”Our professional referral program has helped clients’ of one of our strategic professional partners save in excess of two million dollars,” says Ray Phair, Chief Operating Officer of Tax Saving Professionals, a national Tax Consulting firm founded in 1998.

Tax Saving Professionals works directly with high net-worth individuals, business owners and highly paid professionals from across the country by providing tax strategies that help clients pay less taxes. Tax Saving Professionals also works extensively with tax professionals as well, such as accountants, CPAs and financial advisers who believe their clients can benefit from these tax strategies that they are mostly unfamiliar with. “It’s a strategic alliance that’s a big win for everyone,” says Phair. “The consumer client keeps more of their hard earned money in their pocket and their tax adviser, who brought us into the picture to work with them and their client, is a hero.”

Tax Saving Professionals has spent the past year developing and fine-tuning their infrastructure, their process and mechanism that encourages this seamless strategic alliance. Using assorted technologies, including infusion soft and a web portal, tax professionals can leverage their client base and earn more money virtually without doing any work by providing an introduction to their client. After that, the process is automated and every “strategic partner” is credited with every client referral. Moreover, says Phair, a tax professional can remain as engaged and hands-on as they want as we consult with their client.

Bill Blatchford, a dental practice management consultant is one such strategic partner who reaped tremendous financial benefits this past year for his clients. Blatchford, a former dentist with a multi-million dollar practice in the 80s turned “dental practice consultant” has since amassed a national client base of nearly 3,000 dentists. “To test the waters,” says Blatchford, “I introduced Tax Saving Professionals to 17 of my more successful dental clients.” Blatchford says, “the net result is a combined tax savings of $2,111,950 to my clients, and the process went as smoothly as possible; it was seamless.”

About Tax Saving Professionals

Tax Savings Professionals ( is a national tax consulting organization consisting of tax attorney’s, CPA’s, Enrolled Agents and paralegals. The company has worked with more than 7,000 clients, large and small, from around the country as well as with other members of the financial community, such as financial planners, CPA’s, accountants and others. Tax Savings Professionals has distilled from the IRS tax codes more than 400 tax deductions that are often misunderstood or even unknown by many tax professionals, along with an assortment of “tax strategies” that help clients save money on their taxes.

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Media Contact: Jeff Mustard: 954-801-8263 | email: jeff(at)thebambooagency(dot)com |

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Jeff Mustard

Jeff Mustard