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AGENT & 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.

Agent Portal

Agent CRM

BEFORE YOU SCHEDULE

Submit an Initial Discovery First

Start here so our team can review the client details, identify the right path, and send the appropriate scheduling link before the call.

Start Initial Discovery

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.

Schedule →

Crown Tax Planning

Full strategic tax planning discovery for your client.

Schedule →

High Earner W-2 Reduction

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

Schedule →

Asset Sale Discovery

Capital gains mitigation planning for asset or business sales.

Schedule →

Employee Benefits

Benefits optimization discovery call for the right client fit.

Schedule →

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.

View Resource →

CTBA

Learn more about the Certified Tax & Business Advisor designation.

View Resource →

Case Studies

Review examples and stories that help reinforce the client conversation.

View Resource →

Blog

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

View Resource →