Tax prep is a competitive business. If you’re not constantly moving forward you’re dying. There is always somebody trying to steal your customers. What makes your business any different or valuable to me than any of the others? Price? You’re a nicer person?

My name is Stuart Siegel, owner of College Tuition Solutions, Inc. and creator of Financial Aid Software for Tax Preparers, better known as FafaSoft EZ File System. It’s no secret that the vast majority of tax professionals want nothing to do with the FAFSA. If you do or did file them you either do it as a favor, charged a few dollars or you handed your client a worksheet that was woefully inadequate and useless for all the other forms. I get it. FAFSA’s are a pain and a nuisance and not worth your time. But what if there were a way you could attract parents of college students, help them with their financial aid and leave the FAFSA to the click of a mouse?

Financial Aid Software for Tax Preparers FafaSoft EZ File System gives you an easy to set up, highly profitable financial aid management service to grow your business. A business impervious to attacks from competitors. When you offer services people desperately want that no one else wants to bother with, you become what I call a PURPLE COW. That means you distinguish yourself from all the hundreds of other black and white cows grazing in the field. You stand out. Easy to spot. Easy to find. This is such a sought after service that word of mouth advertising translates into new clients and new clients offer referrals.

Contact us today to get Financial Aid Software for Tax Preparers!

Revolutionary financial aid reports your clients will appreciate

Financial professionals have been using financial aid as a client attraction tool for decades while most tax professionals have avoided it like poison. The reasons why don’t matter because now they are all moot.

One of the secrets to making a great deal more income is to target a group of people with an immediate need. Few people have a greater need for tax and financial help than parents with kids going to college. As a college planner with over 45,000 college clients, I can tell you that over 96% of them had an accountant, tax preparer, CPA, or EA do their taxes for them and NOT ONE of them offered to help them with anything related to paying for college or even do their forms; which is why they hired me.

20 years ago I charged $495.00 to file a few college aid forms and suggested ways to reduce the high cost of college. Today, my fee is $1,200 per student. I don’t expect that you would charge anywhere near that (not at first, anyway) and I make it crystal clear to my clients that I am not charging them to file a form. They are paying me to manage the financial aid process and give them strategies to pay less for college. This is all done by File College Info’s EZ File System.

The only reason to offer financial aid services is to attract new tax business and that includes business owners, too. What makes business owners with college bound children so interesting is that they have many tax saving opportunities available to them AND many of them can reduce the cost of college by using what are called “Tax Scholarships”. Tax Scholarships are tax savings that can be used to pay for college.

Tax and financial professionals basically sell the same thing. There is no discernable difference between any of them. A smart few use college planning to attract clients and make very good livings. The benefits to their clients are they pay less for college and use those savings for other purposes like retirement. That solves a HUGE problem. Anybody who prepares taxes can offer a financial aid service and reap the benefits of more income and security.

Because our FafaSoft EZ File System does practically everything, there is relatively little to learn. If a person can read English and has basic computer knowledge they can run the system. Many choose to turn the entire process over to an assistant. In fact, many FafaSoft EZ File System Filers hand the system over to their clients to use and are still handsomely rewarded! Not only are forms are filed automatically — the system finds colleges that will offer the student the most money and will advise the parent if their child got a good deal or not and what to do if they didn’t. That’s the kind of actionable information that parents want and need and are more than willing to pay for. Most of my parents can’t remember what I charged them and they refer me to all their friends with kids going to college.

Contact us today and find out if adding financial aid management services is right for you!

Save Time

Save Money

Easy to Use

Fully Automated

Why FafaSoft EZ File System?
In 1996, I became a licensed financial advisor. The first thing I found out was that no one wanted to do business with me. Why should they? I was green, and it seemed everyone had a person they invested with or had their insurance through.

I was pretty miserable with few prospects. I thought to myself, “Stu, what did you get yourself into?”

As I was leafing through a trade journal one day I came across an ad about college funding as a marketing tool. It said that by showing parents of college bound students how to get more financial aid I could then sell them products that repositioned their assets to reduce the amount of money they would otherwise pay to the colleges. These products paid nice commissions! And I got paid my fee whether they took my suggestions or not!

To get started all I had to do was buy a marketing system, stamps, software and get a toll free telephone number where prospects could request a free report. And that’s just what I did! I learned sequential marketing and boy oh boy did it work! Within a couple of months I was collecting fees and selling IRAs, life insurance and annuities. It was so funny. I had my retired parents laying out all sorts of reports, envelopes, and post cards out on tables and carpets helping me send the right stuff to the right people at the right time. It was quite the operation, I can tell you.

The thing of it is that lots of people buy marketing systems they say didn’t work. What they don’t tell you is that they paid for something, set it on the shelf for six months and either started to fiddle around with it and didn’t get much traction or they never used it. They lost the enthusiasm they had when they recognized the value of the program.

I went at it with a fury. I still didn’t know much about investments or financial aid, but that didn’t stop me. I started getting customers before I actually I built the business. But it didn’t take long because there were lots of really great people and successful who were all willing to help me.

After they paid my fee I filed their FAFSA and if necessary the CSS/Profile. In those days they were paper forms. Collecting all that data, filling out forms by hand was a real drag and mistakes could have been made and financial aid deadlines could have been missed. It was not fun. But soon the forms were available online and that’s when I began to think, “What if I developed systems that allowed me to file forms without having to hand enter or copy and paste?” And that’s just what I did. Over the years I’ve developed a financial aid management tool that was built for the laziest person on earth…ever. ME!

In the summer of 2003, I opened the College Family Care Center, and it would manage the entire financial aid process for the clients of other college financial professionals. Again, I asked for customers and then built a business to serve them. In the summer of 2013 I made EZ File available to college funding advisors and those that licensed have had their business lives transformed.

My personal goal for Financial Aid Software for Tax Advisors is to inspire every financial professional in America to use their business as a tool for their personal happiness. EZ File gives our licensees the one thing that money can’t buy: Time. The financial aid process can take hours and hours. FafaSoft EZ File System distills it down to about 13 minutes. With our system we empower our licensees to spend more time growing their business, their incomes, spend more time with their families, and even take vacations WITHOUT fear of problems back at the office. That’s the promise of my Financial Aid EZ File System!

Stuart Siegel
President of CTS, Inc.
Creator of the FafaSoft EZ File System