• What This Hub Is About • How to Use the Topics + Classroom • How to Find the Right Info for Your Service • How to Build Your Business with Multiple Streams

For brand new tax preparers or refreshers • What is a PTIN & How to Apply • How to Market Yourself with No Experience • Overview of Tax Prep Process • Tools to Practice Returns • PTIN Checklist + Next Steps

Recourse center of knowledge

Guidance on how to tighten your customer service experience

Overview Training Videos

Overview Training Videos

• Dispute Letter Library (Credit) • Intake Forms (Tax + Credit) • WISP, 7216, Consent Form Templates • Pricing Calculator (Spreadsheet) • Canva Templates & Client Scripts

You’ll learn how to: ✅ Set up a CRM using GoHighLevel (GHL) ✅ Build branded intake forms in Jotform ✅ Use Cognito Forms for contracts, consent, and uploads ✅ Automate your emails, texts, payments, and pipelines ✅ Collect data and documents securely & professionally ⸻ No tech skills needed. Just copy, customize, and launch. Let’s get your business running smooth — the Tax Bully Pro way.

Learn Canva today and scale your graphic design skills as a complete beginner! This module helps you to learn, earn and design with Canva

Business Credit Mastery is your step-by-step blueprint to building, leveraging, and scaling with business credit—separate from your personal credit. Learn how to structure your business the right way, establish credit with vendors, secure funding, and use credit to grow your business with confidence and credibility. Perfect for entrepreneurs ready to boss up and fund their dreams the smart way.

• Business Setup for Credit Repair • Pulling & Reviewing Credit Reports • Disputes 101 + Sample Letters • Client Management Systems • DIY vs DFY Service Models

• How to Become a Notary in Your State • What Tools + Supplies You Need • Loan Signing Agent Basics • Client Booking Scripts & Travel Tips • How to Package Your Notary Services

• Intro to Bookkeeping for Tax Pros • Chart of Accounts Setup • Monthly Checklist & Reports • Recurring Client Pricing • Tools: QuickBooks, Wave, Excel

This course teaches tax professionals how to legally offer payroll services, set up compliance systems, use software integrations, and package payroll as a profitable monthly service. Students will walk away with templates, contracts, and systems to confidently manage payroll clients through Gusto, ADP, QuickBooks, or Patriot Payroll while maintaining IRS compliance.

All replays for group meetings

Real questions. Real solutions. Real results. Inside this section, you’ll find recordings from past hot seat sessions where Tax Bully Pro members got direct guidance on how to: ✅ Price their services with confidence ✅ Fix broken client processes ✅ Launch offers that convert ✅ Structure their backend for automation ✅ Level up their mindset and marketing Watch how real service providers (just like you) solve problems, gain clarity, and take massive action.