Not sure how to actually write your due diligence notes use this guide to help

Here’s a ready-to-use template you can share with your team to help them lock in their 5-figure and 6-figure goals this upcoming tax season. Drop a “💰” in the comments if this resource is helpful!

👀 Y’all… engagement in here is at an all-time low lol. We got 20 members (5 SB 12 EROs + 8 PTIN partners in Teams + the rest of the crew) but only like 4 people actually tapping in. The math ain’t mathing 😂. Listen, when you see a post drop a comment. Doesn’t matter if it’s “what’s up,” a random emoji, or even your favorite snack 🥤🍕 it all counts. The more comments, the higher we rank as a community on Skool. 🏆 If you see me asking for 100 comments, don’t overthink it just help boost the algorithm. Type something, anything. At this point I don’t care if you type “potato” 🥔, as long as you engage lol. Let’s stop ghosting 👻 and start showing up. High engagement = more visibility, more value, and more growth for everybody in here. 🔑🚀

Hey future 6-figure earners — this is YOUR space. 👊🏾 I built the Tax Pro Hub for serious entrepreneurs in the tax industry who are tired of guessing, winging it, or staying stuck at average. Whether you’re: - Launching your tax business from scratch - Getting your EFIN, PTIN, or LLC in order - Or ready to hit $10K+ months and grow a real team… This is where it happens. 💣 What You’ll Get Inside: ✅ Weekly live trainings + replays on marketing, tax law, systems, and scaling ✅ Done-for-you templates, scripts, calculators, & tools ✅ A no-BS community that’s built for strategy and execution ✅ First access to events, challenges, webinars, and partnership drops 🚀 How to Get Started: 1. Introduce yourself to the community 2. Share your #1 income goal for this tax season 3. Turn on your notifications — we’re dropping tools that close 5-figure weeks This isn’t your average tax group. This is where 6-figure results are built, one decision at a time. 💰 Tax Pro Hub was designed to help you charge more, automate better, and grow faster — without the burnout. Let’s get to it. – Neona "Neechie"

Most new tax pros don’t have a client problem — they have a visibility and trust problem. If people don’t know what you do, who you help, or why they should choose you…They’ll go with whoever’s showing up louder, clearer, and more confidently. Let’s fix that. Here’s how to start bringing in clients — even with zero followers or experience. 🔑 5 Ways to Start Getting Clients (RIGHT NOW) 1. Talk About Taxes Every Day You can’t be in the “secret service.” If you want people to think of YOU when tax season hits, you need to show up consistently — online AND offline. ✅ Share tax tips, bust myths, drop money gems ✅ Use hashtags like #taxseason or #taxpro to boost reach ✅ Educate instead of just advertising Example: “Did you know you can write off part of your rent if you work from home? 👀 Most people don’t — but I make sure my clients do.” 2. Leverage the People You Already Know Your first 10–20 clients are already in your circle. You just haven’t told them what you do. ✅ Make a list of 50 people in your contacts or DMs ✅ Send this message: “Hey! Just wanted to let you know I’m now offering tax services this season. If you or anyone you know needs help filing, I’d love to take care of them. Here’s my link to get started!” This is warm lead gold — don’t sleep on it. 3. Use Smart Incentives You don’t need to beg — but a little motivation can go a long way. ✅ Offer $25–$50 referral bonuses ✅ Run a giveaway (free return or gift card) ✅ Say it loud: “Tag someone who still hasn’t filed. I got them!” 4. Become the Go-To Expert in One Niche Trying to help everybody = helping nobody. Pick a lane and dominate it: 👶🏾 Parents? Talk child tax credits 🚗 Rideshare drivers? Break down self-employment write-offs 📈 Business owners? Teach 1099 vs S-Corp strategies The riches are in the niches. Own yours. 5. Post Content That Converts If you don’t know what to post — start here: ✅ Client wins, refund screenshots, or testimonials ✅ “Did you know…” style reels ✅ Common tax mistakes to avoid