Good morning Tax Pros welcome to December 1st! We’ve got 30 days left in 2025 to tighten up, finish strong, and step into 2026 with confidence and systems in place. “Don’t count the days — make the days count.” This is the season of alignment, not panic. Everything you do this month from communication to consistency sets the tone for how your next tax season starts. 🔥Tax Pro Tip: ✔️Use the first week of December to re-engage your past clients. ✔️Send a warm-up message reminding them you’re preparing for the 2026 season and offering early access or priority booking. 💡 Example message: “Hey [Name], hope your holidays are off to a great start! I’m getting ready for 2026 tax season, would you like to lock in your spot early for January filing?” 🧾Task for the Week: ✔️ Update your CRM with 2024 clients ✔️ Create or refresh your tax season waitlist form ✔️ Schedule your first 3 promotional posts for December ✔️ Double-check your EFIN, PTIN, and bank product setup 💬Discussion Question: What’s one thing you’re committing to finish strong this December? Drop it below ⬇️ Let’s close 2025 like the bosses we are. 💪🏾

Tax Pros, listen… December is not the month to slow down — it’s the month to shift your mindset so you walk into 2026 stronger, clearer, and more intentional than ever. This season is where leaders separate themselves from people who just “prepare taxes.” Your mindset right now determines your money later. 🔥Mindset Shift of the Day: “I don’t wait for opportunity — I create it through preparation, consistency, and confidence.” Stop worrying about who’s watching you. Stop doubting if you’re ready. Stop comparing yourself to tax pros who are louder but not better. You’re building a real business. You’re learning the compliance. You’re strengthening your skills. You’re showing up even on days you don’t feel like it. That’s what makes you unstoppable. 💪🏾Motivation for the Week: December is your advantage. • While others are distracted — you’re organizing. • While others are unsure — you’re studying. • While others are waiting — you’re promoting. • While others are quiet — you’re visible. Success isn’t luck. Success is daily decisions stacking into a strong season. 🧠Today’s Reflection Question: What mindset do YOU need to adopt this month to become the tax pro you see yourself becoming?

We’re right on the edge of the holiday rush, and before everyone gets wrapped up in cooking, traveling, and family time, here’s your mid-week reminder: Take a moment today to slow down, reset, and set your intention for how you want to close out this year. Tomorrow is about gratitude, but today is about preparation. 🧩Mid-Week Focus Before you shut down for the holiday: 1️⃣ Check Your Client List Make sure your follow-ups, unpaid invoices, or final 2024 tasks are cleaned up. 2️⃣ Prep Your Black Friday Posts Schedule them now so you can enjoy your holiday without rushing last-minute marketing. 3️⃣ Touch Base With Your Team A quick “Happy Holiday, I appreciate you” message goes a long way. 🍂Final Reminder Rest is part of the grind. Recharge today so you can come back strong for everything December is bringing.

Good afternoon Tax Pros, let’s sharpen our game. Today’s reminder is simple but powerful: 📌 Tax Tip: Make sure every client understands the difference between a deduction and a credit. Most taxpayers mix the two up and that confusion can cost them money and cost you time. Break it down the Bully way: - Deductions lower taxable income. - Credits lower the actual tax owed. - Refundable credits can put money in their pocket even if they owe nothing. - Nonrefundable credits can reduce the tax to zero but won’t trigger a refund. When your clients understand the basics, they’re easier to educate, easier to guide, and easier to retain. 🧠Pro-Level Insight: New preparers: mastering credits (EITC, CTC, AOTC, HOH) is how you protect your PTIN/EFIN, stay compliant, and avoid risky returns. Advanced preparers: document EVERYTHING. If you can’t prove it in writing, it never happened. ✏️Today’s Task: Pick one credit — EITC, CTC, AOTC, or HOH — and write a simple, client-friendly explanation in your own words. Post it in your community or in your notes. Turn it into a script you can use this season. ❓Discussion Question: What credit do YOU think clients misunderstand the most and why?

We’ve got about a week before the December Loyalty Program goes live, and this is your moment to tighten every loose end. Holiday season = stressed clients. A proactive tax pro = trusted, dependable, and unforgettable. If you don’t move now, you risk leaving value on the table value that builds loyalty, referrals, and reputation. This program is your chance to show up for your clients and remind them why you are their financial go-to. ✅Final Week Checklist 1️⃣ Review the Program Details Know exactly how the program works, the benefits, and the step-by-step on offering it to clients. 2️⃣ Identify Your Loyal Clients Make a focused list of clients who: - Stay consistent - Refer others - Engage with you - Would benefit from extra support during holiday season This is your VIP list for December. 3️⃣ Plan Your Communication Draft the messages now so you hit “send” the moment the program opens. Prepare: - Email announcement - SMS alert - Social media post - Follow-up reminder Visibility + clarity = participation. 4️⃣ Set Up Your Systems Your back office should be ready for smooth disbursement and tracking. Check your: - CRM - Client list - Document request flow - Banking/disbursement setup 👉 See how the FasterMoney® Visa® Prepaid Card² streamlines disbursements. 🔥 Final Word Deliver value intentionally. Serve your clients well. Let December be the month where your loyalty = their loyalty.