Secure Your SPOT NOW!
Build, grow, and scale your tax business with our proven, step-by-step system, perfect for new and established preparers.
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Here's what you get:
Business Formation & Legal Setup
Individual Tax Preparation Mastery
Depreciation & Bookkeeping Basics
Client Intake, Compliance & Outsourcing
Marketing & Business Development
Ethics & Circular 230 Compliance
Ongoing Coaching & Support
Bonuses
Professional Tax Software
Custom Client Mobile App
FREE Unlimited E-Filing
In-Season Tax Return Support (Ends 4/28)
Guest Speakers & Additional Income Streams
Social Media Tax Tips Toolkit
Email Automations & Campaign Templates
Private Facebook Group Access (Ends 4/28)
Standard Operating Procedures (SOPs)
End-of-Season Business Analysis
How to Hire Your Child & Write It Off
Bank Product Registration (NO Upfront Fees for Clients)
You'll Also Get
Weekly Live Group Coaching Calls
CE Credits for AFSP Designation (IRS-Approved Provider)
Custom Templates for Intake, Compliance, and Marketing
Certificate of Completion to Showcase Your Credentials
Business Credit Building Framework
Marketing & Automation Tools to Scale
Expert Support Throughout Tax Season
