Tax Consultants:
Step Into the Tax Strategy Network Built for Growth
Stop just preparing tax forms. Start engineering wealth outcomes.
Uncle Kam is the first marketplace + software platform where tax professionals get AI-powered tax planning tools, ongoing education, and a steady stream of pre-qualified clients — everything you need to grow your income and build the practice you want.
Calling all tax consultants, tax professionals, tax advisors, and tax specialists.
You’re in the right place. Let me show you why
Firms Take the Credit. Uncle Kam Gives You the Power.
At traditional firms, you do the work — they keep the brand equity, control the lead flow, and limit your upside.
Uncle Kam flips the model.
You get clients, tools, and training while building your name and your income.
Traditional Firms
X You chase leads
X You fight for raises
X Outdated systems & CRMs
X 1040 season burnout
X Hidden behind the firm
Uncle Kam
✅ Proprietary AI-powered tax-planning software
✅ You set your income ceiling
✅ Warm leads delivered monthly
✅ Year-round high-ticket strategy work
✅ You’re positioned as the expert
Tax Prep Is Dying. Advisory Is the Future.
AI is automating basic returns — clients want more than forms, they want results. Uncle Kam’s MERNA™ certification and AI Tax Savings Software empower you to offer high-value, audit-proof strategies that no retail software can match.
This is how you leap forward.
Everyone else is selling you programs. We’re handing you clients and giving you the tools to keep them
Why It Works
- AI tax-planning software & sales tools — scripts, chatbots, onboarding flows, and planning engine
- Proprietary AI software + MERNA™ certification training position you as an expert from day one
- Our sales systems help you close fast — no cold prospecting
- You start generating income with strategy clients in weeks, not months
Built for Tax Pros. Backed by Systems.
AI Tax-Planning Software & Sales Tools
Close more clients, faster — with a planning engine that stacks strategies automatically, plus ready-to-use scripts, automated onboarding flows, and built-in support to run your firm like a pro.
Certified Training
Gain instant authority by mastering the MERNA™ Method — our proven framework for delivering advanced strategies with confidence.
Warm Leads Every Month
No more cold prospecting. Get strategy-focused prospects delivered straight to your pipeline, ready for advisory conversations.
High-Ticket Deals
Shift out of low-margin prep. Average client plans range from $2K to $24K — so you work with fewer clients and earn more.
Built-In Marketing Engine
Leverage webinars, YouTube, and funnels already done through Uncle Kam — so you can grow without having to become a marketer.
Verified Strategist Badge
Show prospects you’re trusted, vetted, and backed by the Uncle Kam brand — credibility that makes closing easier.
Flexible Income Model
Work on your terms. Scale up when you want, slow down when you need — your business, your lifestyle.
This Isn’t for Everyone. And That’s the Point.
We’re selective — because reputation matters. We want professionals ready to move beyond prep, lean into strategy, and scale with systems.
✅ You’ve built a strong prep foundation but want more
✅ You’re tired of relying on referrals or 1040s
✅ You’re coachable, driven, and excited to sell strategy
✅ You want long-term income and real leverage
We Deliver. You Close. We Grow — Together.
See What Other Tax Pros Are Saying
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Book a Call to Apply
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Complete MERNA™ Certification
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Get Warm Leads / Month
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Close Advisory Clients With Our Help + Software
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Scale Your Business & Income
What Happens When You Stop Playing Small
See What Other Tax Pros Are Saying
Why Uncle Kam Stands Apart
Most companies only give you pieces of the puzzle:
- Some offer software that lists deductions and strategies — but they don’t give you clients.
- Some sell courses or certifications — but they leave you on your own to figure out how to attract business.
- Others focus on sales training — but they don’t teach tax strategy or give you tools to actually deliver it.
The problem? You’re left stitching together multiple services, paying more, and hoping it all works.
Trusted by Industry Leaders. Designed by Top Tax Minds.
You’re not just joining a platform — you’re aligning with a movement that’s helped thousands of clients reduce taxes and hundreds of pros increase revenue. Our leadership includes respected educators in tax strategy — but this network is built to spotlight you.
Grab Our 3M Email Blueprint Course — Just $97
This quick-start mini training shows you exactly how to book advisory calls using 3 plug-and-play emails. It’s perfect if you’re still doing tax prep but want to land strategy clients right now — even without a big list or audience and give this process a try on your own.
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3 Ready-to-Send Email Templates
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Walkthrough Training Video
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Lead Magnet Script for Tax Planning Offers
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Real Email Examples That Closed $3K–$10K Clients
Why It Works
- Built for pros without paid traffic
- Proves advisory works without overhauling your firm
- Shows how Uncle Kam helps you sell faster — with or without leads
Let’s Talk. If You’re a Fit, Everything Changes.
We don’t do public enrollment. You apply. We talk. If you’re a fit, we unlock a new path for your firm.
No fluff. Just results.