FREE TRAINING FOR TAX BUSINESS OWNERS, EA's & CPA's
How I Scaled My Tax Firm to $100K/Month — Without a Big Team or Burnout
LIVE Training: Friday, November 14 @ 12 PM PST | 2 PM CST | 3 PM EST
TRAINING STARTS IN:
Join this exclusive FREE training for seasoned Tax Business Owners, EAs, and CPAs earning $100K+/yr. Discover how to scale smarter by packaging profitable advisory services clients actually want.
Here’s What People Are Saying about Learning from us!
Here's What You Can Expect From The Training
BEFORE THE EVENT
You're hitting six figures, but feeling stuck—with growth = more hours, not freedom.
Your clients trust you for prep, but not for real strategy.
Revenue is seasonal and unpredictable.
You want to offer advisory, but lack a scalable model.
You're ready to level up, but unsure where to go next.
AFTER THE EVENT
You'll walk away with a clear path to scale with leverage—not labor.
A high-converting offer tailored for $2K–$20K advisory clients.
A lean framework to confidently deliver advisory (solo or small team).
A system to consistently attract premium clients—no chasing or discounting.
A shift from tax-season sprints to monthly recurring revenue.
Newfound clarity, confidence, and tools to grow income while working less.
Strong positioning as a trusted advisor—not just a preparer.
WHO IT’S FOR
This training is designed for:
CPAs, EAs, and Tax Business Owners already earning $100K+/yR
Professionals who crave leverage—not more labor
Those ready to evolve from “tax doer” to strategic tax advisor
Growth-driven leaders seeking systems, pricing power, and authority
Here's The Agenda
Attract (don’t chase) high-paying advisory clients
Tax strategies that sell—plus where to source new ones fast
How to confidently charge $2K–$20K per advisory engagement
The scalable offer model behind my $100K/month advisory firm
Lean delivery methods that work without hiring staff or burning out
Frequently Asked Questions
What if I’ve never offered tax advisory services before?
No problem! This event is specifically designed for tax professionals who want to transition into advisory services. We’ll show you how to start even if you’ve only done tax prep before. You don’t need to be an expert in tax planning—we’ll give you a proven framework to follow.
Do I need to know advanced tax strategies to benefit from this event?
Not at all! We focus on simplifying the process so you can deliver high-value results without needing to memorize the tax code or learn advanced strategies. Technology and tools can handle the heavy lifting for you.
How can I attract high-paying clients when I’m already struggling to get clients now?
We’ll show you how to shift your positioning, messaging, and client acquisition strategies to appeal to clients who are willing to pay top dollar for advisory services. It’s about working smarter, not harder.
Will this work if I’m a solo practitioner with no team?
Absolutely! Many tax professionals start as solo practitioners. We’ll show you how to leverage tools and processes to operate efficiently, even without a large team.
What if I’m already too busy with my current workload?
That’s exactly why you need this event! We’ll show you how to restructure your business to focus on fewer clients who pay more, giving you back your time while increasing your income.
Is this event really free?
Yes, it’s completely free to attend. There’s no catch. We want to show you the value of this approach so you can decide if it’s the right fit for your business.
Will I have to invest in expensive software or tools after the event?
No, we’ll introduce you to tools and systems that make advisory services easier, but there’s no obligation to purchase anything. You’ll have the flexibility to choose what works best for your business.
What if I’m not confident in selling high-ticket services?
We get it—selling premium services can feel intimidating. That’s why we’ll cover exactly how to present your value, communicate confidently, and close deals without feeling pushy.
How much can I realistically earn with tax advisory services?
It depends on your effort and implementation, but many tax professionals using our framework have gone from under $5K/month to consistently earning $25K/week by attracting high-value clients.
What if I have questions or need help after the event?
We’ll provide follow-up resources and options to get additional support if you need it. You won’t be left wondering what to do nex
What:
Virtual Event: 100K/Month Tax Advisory Training
When:
Monday
November 14, 2025
12 PM PST | 2 PM CST | 3 PM EST
Why:
So you can stop undervaluing your expertise, start charging for your insights, and finally build a scalable, advisory-based business that works for you—not the other way around.
