Grow Smarter. Lead Better. Build a Real Business.
Welcome to the
Inner Circle
by 7-Figure Tax Expert, Dr. Ambrea’ Lacy
A premium mentorship experience designed to help serious tax professionals turn seasonal hustle into sustainable growth.
Why the
You already know how to prepare taxes, now it’s time to build the firm behind the skill.
Led by Dr. Ambrea’ Lacy, a 7-figure tax expert, the Inner Circle gives you direct access to the strategies, systems, and support used to run a high-performing tax business year-round.
You’ll get more than advice, you’ll get structure, accountability, and a community of professionals just like you who are ready to lead their business like a CEO.
Step Into the Circle
Everything That’s Included
Inner Circle is crafted to help you move beyond seasonal hustle and lead your tax firm like a true CEO.
Build a Business, Not Just a Hustle
Establish solid operations from the ground up, entity setup, internal workflows, and the CEO mindset that creates long-term success.
Systematize to Scale
Automate daily tasks, streamline client management, and run your business smoothly with access to our private Tax Pros CRM and SOP templates.
Train & Lead a Rockstar Team
Stop doing everything yourself. Learn how to recruit, onboard, and lead a capable team that helps your firm grow even when you're not in the office.
Simplify Marketing That Converts
Attract your dream clients with proven, easy-to-execute marketing strategies that keep your pipeline full without chasing leads.
Year-Round Education & Support
Join our live virtual Master Taxation sessions and receive real-time mentorship throughout tax season and beyond. Never feel like you're growing alone.
The 7-Figure Growth Plan
Gain access to the strategies Ambrea' has personally used to grow a 7-figure business and the same roadmap she’s guided other tax pros through.
Inside Your Inner Circle Experience
This isn’t just mentorship, it’s a business transformation lab for tax pros ready to lead with systems, scale with strategy, and serve without burnout.
CEO-Level Training & Leadership
Think beyond tax returns. Learn how to lead your firm with clarity, delegate with confidence, and build a sustainable business model that runs without you micromanaging every piece.
Full Business Systems Setup
We walk you through setting up the tech, tools, and client experiences that streamline your backend — from CRM automations to workflows that save hours weekly.
Staff Development & Team Scaling
Grow with a team that grows with you. You’ll learn how to recruit, onboard, and manage a skilled support team while giving your staff direct access to our training tools.
Done-With-You Tech & Software Training
Grow with a team that grows with you. You’ll learn how to recruit, onboard, and manage a skilled support team while giving your staff direct access to our training tools.
Banking Partner Access
Even if you’re new, we connect you with trusted partners offering refund advance loans and full banking product support, making you more competitive and credible.
Ongoing Tax Law Education
Stay sharp and compliant with real-time education sessions, live Q&As, and bonus classes led by tax law veterans, especially valuable during the off-season and prep time.
Private Peer Network
Join an exclusive members-only chat where you can share wins, ask questions, and network with other driven tax pros on the same journey, moderated by Ambrea’s team.
Bi-Weekly Strategy Sessions
Get access to Ambrea directly in live mentorship calls. These sessions are built for clarity, accountability, and results, not fluff. You’ll walk away knowing exactly what to implement next.
Resource Vault: Templates, Scripts & Tools
From hiring scripts and SOPs to marketing copy and automation templates, get instant access to high-level resources that would take years to build on your own.
Team Empowerment Package
Don’t just rise alone, your team comes with you. Your staff gets their own onboarding track, foundational tax training, and full support to hit the ground running in your firm.
Fast Action Plans
Every month, we’ll hand you a focused strategy (sales, hiring, marketing, or system-building) to execute. No more wondering what to do, just follow the blueprint.
This isn’t theory. It’s business mentorship at the highest level, from a coach who’s done it.
Ready to operate like the CEO you’re meant to be?
Nationally recognized tax strategist, software provider, and educator with a mission to empower tax professionals.
Meet Dr. Ambrea' Lacy
With over a decade of experience, she’s helped hundreds of preparers grow their businesses through expert mentorship and cutting-edge software solutions.
As the founder of a top-tier tax software company, Ambrea’ blends innovation with real-world strategy—giving professionals the tools and confidence to scale with purpose. Whether you’re just starting out or ready to level up, Ambrea’ is here to help you lead, grow, and succeed.
