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Designers Working Together

Grow My TaxBiz

Starts in November Grow My TaxBiz

Are you a new tax business owner or tax preparer feeling lost and overwhelmed with how to prepare for tax season? Tired of being sold software without receiving proper guidance about the tax industry? Look no further than Growmytaxbiz, a comprehensive 6-week program designed to transform your tax business.

During the program, you'll gain clarity on your goals and sharpen your focus for tax season. You'll be equipped with proven marketing strategies to attract and expand your clientele.

We cover everything you need to succeed:

  1. Business Formation: From EIN, LLC, PTIN, to setting up banking services and creating a professional email address.

  2. Tax Business Operation: Optimize office processes, adopt best practices for tax season, and strategize pricing.

  3. Tax Business Marketing: Build a robust brand, leverage social media, and implement effective client attraction strategies.

  4. Tax Preparer Due Diligence: Implement compliance procedures to protect your business's financial health.

  5. Virtual Office Setup: Gain the freedom to process tax returns from anywhere with step-by-step guidance and valuable resources.

By joining Growmytaxbiz, you'll discover essential tools, master business marketing, build a winning team, and ensure smooth operations. Prepare for success and watch your tax business thrive! 

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Starts In November

Tax Professional Mentorship Program

Xpert mentor coach program will help you clarify your goals and focus on your objectives during tax season. Accelerate your career development by partnering with a seasoned tax professional who can share a wealth of knowledge and experience.

Package Feature:

  • Mentorship from a seasoned award-winning tax business owner

  • Tax Mentor During the Tax Season

  • Updates on tax news during the tax season

  • Tax Business Marketing Plan to Help Grow Your Business

  • Social Media Marketing Training

  • Due Diligence Training

  • All Training and Templates for Office

  • Tax Business Success Kit (How to Start, Manage and Operate a Tax Office, 49 Marketing Strategies, Digital Marketing For Tax Professionals, Business Tools and Resources for Tax Professionals and The Ultimate Guide to Building Business Credit)

  • 30 min bi-weekly check in

(If you are a new or aspiring business owner your mentorship is an additional 30 days with assistance of in business and brand development)

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