Excel Empire
Excel Empire
Excel Empire

Everything You Need. One Place.

Partner & Advisor Hub

Access your tools, schedule discovery sessions, and quickly route clients to the right expert.

Partner Portal

Partner CRM

Partner CRM

Partner CRM

CLIENT SCHEDULING

Use These Links Only When The Right Path Is Already Clear

If the client is already qualified and your team has already provided the needed details, use the links below to schedule directly.

XTRA Discovery Session

Pro-active tax reduction accounting for business owners.

Schedule →

Crown Tax Planning

Custom tax blueprint for business owners with ≥ $600K in revenue.

Schedule →

High Earner W-2 Reduction

Tax reduction strategies for W-2 professionals earning ≥ $600K.

Schedule →

Asset Sale Discovery

Capital gains mitigation for clients selling a business or asset.

Schedule →

Employee Benefits

Benefits optimization for employers with W-2 employees.

Schedule →

Roth Excelerator

Clients with $500K in movable pre-tax qualified assets (Intake then Calendar)

Schedule →

SUPPORT SCHEDULING

To Reach Your Excel Empire Back-Office Team

These scheduling links are only for CTBAs and Partners looking for internal guidance.

Prospective Partner Call

For CTBAs bringing a prospective partner to learn more.

Schedule →

Partner Support Session

30-Minute call for anything else…CRM, Portal, Client Status, etc.

Schedule →

CALCULATORS

Additional Resources For Agents And Advisors

Access supporting resources, upcoming events, and educational materials that help you stay aligned with the right opportunities and conversations.

Tax Reduction Calculator

Quickly calculate approximate savings for your clients

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ClaimLinx

Approximate potential healthcare savings based on state and provider.

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Roth Excelerator Calculator

Calculate an estimated annual tax-free income

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RESOURCES

Additional Resources For Agents And Advisors

Access supporting resources, upcoming events, and educational materials that help you stay aligned with the right opportunities and conversations.

Events

View upcoming Excel Empire events, trainings, and webinars.

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CTBA

Learn more about the Certified Tax & Business Advisor designation.

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Case Studies

Review examples and stories that help reinforce the client conversation.

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Blog

Explore articles and educational content from across the Excel Empire ecosystem.

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