Excel Empire
Excel Empire
Excel Empire

PARTNER & ADVISOR HUB

Everything You Need. One Place.

Access your tools, submit discovery sessions, and route clients to the right program without hunting through the main site.

Partner Portal

Partner CRM

Partner CRM

DIRECT 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

For business owners ready for expert tax reduction and accounting.

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Crown Tax Planning

Full strategic tax planning discovery for your client.

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High Earner W-2 Reduction

Tax reduction strategy for high-income W-2 professionals.

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Asset Sale Discovery

Capital gains mitigation planning for asset or business sales.

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Employee Benefits

Benefits optimization discovery call for the right client fit.

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Roth Excelerator

Discuss with our expert team the various Roth options (via intake form).

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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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