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TAXcination for Financial Advisors

The Ultimate Guide in Filing your Annual ITR at Home

Several years ago, I was clueless about taxes.  As a medical doctor, studying for almost 3 decades, I was surprised that not one of the subjects being taught in school is about Taxes. 

Then, I became a financial advisor too, again, nobody taught me anything about taxes.  In fact, because of my ignorance, I almost lost my career and an MDRT qualification because of not submitting my Income Tax Return 9 years ago.  Simply because, I do not know how.

I have seen a lot of financial advisors struggle in this area too.  They hire accountants, pay for it or struggle to do it on their own. 

In addition to the existing problem, at this moment of crisis, the advent of social distancing and quarantine do not help much too.  But the Deadline is fast approaching and we need to act fast.

Now,  new problems arise.

  • How can financial advisors pay their taxes?
  • Is there a guide that can help them do it on their own?
  • How can they file without leaving the comfort and security of their home?
  • Is there a way they can beat the deadline without going physically to the queues in BIR and banks?

This is the reason why we developed this course, after so many requests, we finally came up with:

This is a short online course, by-demand video specially made for FINANCIAL ADVISORS like you:

This course gives you an end-to-end, step-by-step procedures on how you can file your Income Tax Returns in the comfort of your own home (all online).

This is the course outline:

Course Outline:

  1. How to Download the eBIR app
  2. How to Encode your Certificate of Registration (COR)
  3. How to do your own Income Statement (without an accountant)
  4. How to encode and submit your 2307 (SAWT – Summary Alphalist of Withholding Tax at Source)
  5. How to Encode and file your Annual Income Tax Return
  6. How to Encode and file your Annual Income Tax Return (for those who opted for the 8% flat rate)
  7. What do you do if you have excess payment (how do you claim it)
  8. How to pay your Annual Income Tax Return via GCASH APP

How much is your TUITION FEE?

If you can get an accountant to file for your Annual Income Tax Return and pay between P1,500 to P5,000 depending on your income and your accountant’s rates. 

Then, you do it again year after year because you will not be taught how.  If you do that for 10 years, that would be around P20,000 – P60,000 (inflation factored in).

But if you do this one time by learning it first.  You don’t need to pay every year because you can do it on your own.  In fact, you can also be confident to file on your own for all your other taxes.

Plus the fact that, if a client ask you about taxes, you have a first-hand experience.  Remember, clients think highly of financial advisors, they think that financial advisors know it all (everything about finance).  And knowing how to file your own taxes is a plus point for your clients if they knew you know it.

This course is Regularly priced at P5,000, but since this is a Pilot Course for financial advisors, we are dropping the price to only

P995.00, but for LIMITED OFFER for the first 100 students only. 


After that, we will be increasing the tuition fee to the normal price.

Upon enrolling, you will be given a link and access to the online course.

You can access the course  anytime and anywhere, as long as you have your internet.

You will be given 1 year access of the course.  Yes, this will help you in filing your income tax this year and next year if you file early enough.  Such a big discount, instead of hiring an accountant.

This is an ONLINE COURSE. Whether you are based in Manila or in the provinces here in the Philippines or outside the Philippines, you can take this course.

Now, be one of the first 100 students to invest in yourself file your income tax now in the comfort of your own home.

Thank you!