15 Day Marketing Template
15 plug-and-play captions to attract tax clients fast. Perfect for Instagram, Facebook, or email promos. Each caption includes a CTA to boost engagement, book calls, and grow your tax biz. Pair with Canva templates, Reels, and Stories to drive visibility and revenue.
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Tax Boss Starter Course
Your step-by-step launch plan for building a profitable tax prep business. Learn how to set up your PTIN, EFIN, and business systems, master your software and pricing, and create marketing that drives real clients. Includes scripts, templates, and CRM setup so you can start filing and profiting fast.
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Team & Systems Training
Go from solo to CEO with the structure your tax business needs. Learn when to hire, how to build a reliable team, set up your CRM and pipeline, delegate effectively, and retain clients through strong systems. This masterclass helps you scale with strategy—not stress.
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Start Your Tax Biz - Make $5K in 90 Days w/ Taxes
Perfect for beginners or PTIN holders ready to earn $5K+ in 90 days. Learn how to file 100 returns with just 5 agents using a plug-and-play system. Includes CRM setup walkthrough, tax scripts, forms, and proven client-getting strategies.
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Credit Boss Masterclass
Launch a credit repair business or clean up their own credit. Learn the exact systems used by top credit pros. Includes dispute templates, vendor list, compliance and onboarding process, plus upsell secrets and a niche marketing playbook.
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Get Funded Fast Masterclass
Teach clients and new agents how to qualify others for up to $250K in funding. Includes a full intake and underwriting process, credit-building stack, and high-ticket proposal templates to close funding deals with confidence.
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The Six-Figure Self: Discipline Daily Guide
Focus. Fit. Fireproof. Bootcamp
A lifestyle and mindset bootcamp built to keep you disciplined, focused, and unstoppable. Includes daily routine templates, Sunday Stone Mountain check-ins, and a full productivity tracker with goal planning tools to help you stay consistent and in control.
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Advanced Training: Marketing, Funnels & Paid Ads
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Tax Laws: Understanding Circular 230
Learn the ethical standards every tax preparer must follow to stay compliant with IRS regulations. This session covers due diligence, client confidentiality, conflict of interest, fraud prevention, and the IRS disciplinary process—everything you need to practice with integrity and protect your business.
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Content: Reels & Tiktoks
Learn how to turn your content into clients. This class teaches tax pros how to use Reels and TikToks to build visibility, authority, and trust online. Get 50 plug-and-play content ideas, trending sound tips, SEO keywords, and engagement strategies to convert followers into paying clients.
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Credit Repair
Learn fast ways to build credit and get on the road to excellent score
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Budgeting Course
This course is designed to guide you along your journey to achieving financial success and creating a feasible budget.
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Understanding Debt
Tired of feeling stuck in debt? Discover simple, practical steps to finally break free and build lasting confidence
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Money Mindset Course
Unlock the secret to a healthier relationship with money.
This course helps you uncover the hidden beliefs and emotions that shape your financial decisions and guides you in transforming negative money thoughts into positive, empowering habits.
Learn how to shift your mindset, reduce financial stress, and create a foundation for lasting financial success.
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Credit Cards & Loans
Take control of your credit! Understand how to use credit cards and loans wisely to boost your financial power, not limit it.
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Savings Course
Discover simple strategies to make saving money a consistent habit and reach your financial goals faster
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Social Media Template
Ready to use template to boost your brand and simplify your social media game
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