Tax and Financial Planning Firm Completes Nearly 800 Tax Returns in One Year with Infusionsoft
Tax and Financial Planning Firm Completes Nearly 800 Tax Returns in One Year with Infusionsoft
1 Pages“Infusionsoft is an automation Ferrari so don’t leave it just sitting in the garage. Put it to work; take it for a ride, or else you’re doing a disservice to yourself and the application. And the ride is exhilarating.” – Joe and Janette Gleason Co- Owners, Gleason Tax Advisory Group LLC Tax and Financial Planning Firm Completes Nearly 800 Tax Returns in One Year with Infusionsoft FAST FACTS Company: Gleason Tax Advisory Group, LLC Owner: Joe and Janette Gleason Employees: 2 Revenue: More than $500,000 Years in Business: 7 Industry: Tax Advisory Location: Surprise, Ariz. Customer Since: September 2008 Website: azfinancialplanning.com Key Results: • Increased revenue from $39,000 in 2010 to $89,000 in 2012 • Provided tax advising for 1,069 clients (compared to 438 in previous y
