We help tax professionals and service bureaus expand their business to support massive teams and assist tax experts in reaching numerous clients. Discover the secrets to building a successful tax business from the ground up with our comprehensive program. We provide the knowledge and tools you need to navigate the complex tax landscape. Gain the confidence and expertise necessary to establish a profitable practice and achieve fnancial independence.
A power-packed session to help you stop guessing and start growing.
What’s Included:
One Core Focus Area:
How to get started legally EIN, PTIN, E&O Insurance)
Software & tools:
What you really need (and what’s a waste)
How to find your first clients — even with no experience
Mini Business Readiness Audit:
Review of your current setup or goals
Action Plan Lite:
2–3 tailored next steps to launch with confidence
Q&A (5–10 min):
Get your most pressing questions answered fast
Perfect for aspiring tax pros who want real answers, not fluff.
Your full roadmap to starting a profitable tax prep business from scratch.
What’s Included:
Deep-Dive Strategy Session:
Business setup (EIN, PTIN, EFIN, bank products, etc.)
Picking your niche (W-2s, self-employed, small biz, etc.)
Software, branding, pricing, marketing — what works and why
Document & Idea Review (up to 3):
Business plan, logo ideas, or setup docs
Launch Blueprint:
Step-by-step game plan emailed to you (PDF format)
Q&A (15–20 min):
Ask away — I’m giving you the game
BONUS:
One free tax business template or script
Discount on future strategy sessions or tax branding package
Perfect for go-getters ready to turn their ambition into a full-blown tax empire.
A power-packed session to help you stop guessing and start growing.
What’s Included:
One Core Focus Area:
How to get started legally EIN, PTIN, E&O Insurance)
Software & tools:
What you really need (and what’s a waste)
How to find your first clients — even with no experience
Mini Business Readiness Audit:
Review of your current setup or goals
Action Plan Lite:
2–3 tailored next steps to launch with confidence
Q&A (5–10 min):
Get your most pressing questions answered fast
Perfect for aspiring tax pros who want real answers, not fluff.
Your full roadmap to starting a profitable tax prep business from scratch.
What’s Included:
Deep-Dive Strategy Session:
Business setup (EIN, PTIN, EFIN, bank products, etc.)
Picking your niche (W-2s, self-employed, small biz, etc.)
Software, branding, pricing, marketing — what works and why
Document & Idea Review (up to 3):
Business plan, logo ideas, or setup docs
Launch Blueprint:
Step-by-step game plan emailed to you (PDF format)
Q&A (15–20 min):
Ask away — I’m giving you the game
BONUS:
One free tax business template or script
Discount on future strategy sessions or tax branding package
Perfect for go-getters ready to turn their ambition into a full-blown tax empire.
- TAX SOFTWARE
- TAX SOFTWARE TRAINING
- TAX EDUCATION
- TAX LAW COURSES
- PAYROLL SETUP
- TECH SUPPORT
- BANK REGISTRATION
- CLIENT FORMS
- EXPERIENCED BUSINESS COACHING
- THE BLUEPRINT TO SCALE YOUR BUSINESS
- HOW TO TRAIN YOUR TEAM MEMBER
- RECRUITING TRAINING
- OFFER TAX LOANS
- TAX LAW UPDATES
- MARKETING ASSISTANCE
- IRS DUE DILIGENCE TRAINING
- HOW TO BUILD A MASSIVE TEAM
- HOW TO DO LIVE EVENTS
- MARKETING TOOLS
- BUSINESS TRAINING
- WEBSITE DESIGN
- LOGO DESIGN
- SOCIAL MEDIA TRAINING - BUSINESS AUTOMATION
- HOW TO BRAND YOUR BUSINESS
- ONE-ON-ONE COACHING
- IRS REGISTRATION
- EFIN & PTIN SET UP
- HOW TO ATTRACT CLIENTS ONLINE AND OFFLINE
- HOW TO ATTRACT OVER 500 CLIENTS - GROUP TRAINING
- TAX SOFTWARE
- TAX SOFTWARE TRAINING
- TAX EDUCATION
- TAX LAW COURSES
- PAYROLL SETUP
- TECH SUPPORT
- BANK REGISTRATION
- CLIENT FORMS
- EXPERIENCED BUSINESS COACHING
- THE BLUEPRINT TO SCALE YOUR BUSINESS
- HOW TO TRAIN YOUR TEAM MEMBER
- RECRUITING TRAINING
- OFFER TAX LOANS
-TAX LAW UPDATES
- MARKETING ASSISTANCE
- IRS DUE DILIGENCE TRAINING - HOW TO BUILD A MASSIVE TEAM - HOW TO DO LIVE EVENTS
- MARKETING TOOLS - BUSINESS TRAINING
- WEBSITE DESIGN
- LOGO DESIGN
- SOCIAL MEDIA TRAINING - BUSINESS AUTOMATION
- HOW TO BRAND YOUR BUSINESS
- ONE-ON-ONE COACHING
- IRS REGISTRATION
- EFIN & PTIN SET UP
- HOW TO ATTRACT CLIENTS ONLINE AND OFFLINE
- HOW TO ATTRACT OVER 500 CLIENTS - GROUP TRAINING
