💰 You can now offer your clients up to $500 in holiday funds instantly! This is your moment to show up, serve, and strengthen your relationships right before the holidays. Clients need support more than ever — and YOU now have the tool to deliver it. ✅How to Get Started (Do This Today) 1️⃣ Log Into Your Refund Advantage Account Enroll in the December Loyalty Program inside your RA portal. 2️⃣ Set Your Holiday Funding Terms Choose: - How much you want to allocate per client - Your repayment terms - Your office limits Move smart and move intentional. 3️⃣ Choose Who Will Receive Holiday Funds Look at: - Loyal clients - Past clients who stay consistent - Clients with strong history - High-engagement prospects This is your chance to reward loyalty AND reactivate quiet clients. 4️⃣ Announce It NOW Don’t wait! Tell your audience that holiday funds are available immediately. Use: - Email - SMS - Social Media - Group Chat - Your CRM Automation Visibility matters. 🔥 Why Act Today? The holiday season is HERE. People are shopping, budgeting, and looking for relief. You have the power to: • Put money on the streets, • Build loyalty with your clients, • Grow trust and visibility, • And enter 2026 with momentum. Don’t slow-walk opportunity — take action today.

Hey Tax Bully Pro Partners, This is your go-to link anytime you need to schedule time with me or the support team. Whether it’s: - 📊 Reviewing your office setup or CRM - 🖥 Software training & troubleshooting - 💼 Service bureau strategy & scaling tips - 📢 Marketing or compliance updates Book your appointment here: 👉 Schedule Your Partner Call ⏳ Please book at least 24 hours in advance so we can prepare for your session. 💬 Include notes in the booking form so we can address your questions fast. Let’s keep you running smooth this season! 💪

If you’re stepping into tax prep or you’re already in the field but still patching together the fundamentals—this is your chance to lock in the basics the right way. No guessing. No bad habits. Just clean, verifiable tax law built on IRS authority. I’m giving you free access to my Basic Tax Law Training. It walks you through the core rules every preparer must know before they ever touch a 1040. Tap in here: https://share.articulate.com/wyHr0QHtY-VYO86ZLN8MP Use this to sharpen your foundation, tighten your processes, and move with the kind of confidence that only comes from understanding the law behind the work. Go learn it. Go apply it. Go win with it.

Stop letting chaos cost you money. If your "system" is a bundle of duct-taped tools leading to missed clients and an overwhelmed team, you're not scaling—you're guaranteeing headaches. You need structure. This High Level CRM Setup Series is a strong, direct breakdown of the exact automated pipeline structure a tax firm needs. We meet M/W/F and are covering: • Workflow Basics: Building a clear pipeline. • Email Automation: Setup messages in minutes. • Lead Capture: Turning leads into booked clients. • Backend Cleanup: Making your CRM team-ready. • Smart Auto-Replies: Getting time back. Start the series by attending to the live training here in SKOOL Monday 11/17, Wednesday 11/19, & Friday 11/21.