"I've been in the tax industry for 8 years and always had the same amount of clients. If I would get more it would be at least 4 additional clients for the whole season. I would get the additional clients by word of mouth. I kept seeing companies preaching about how they make over $30k as a preparer and I couldn't understand how until i started working with Keisha. Keisha and her team have helped me with building my own team, they have an awesome support team during season, and gave me the best tips for marketing. I love how she is so transparent from the beginning. I already put my deposit down for next year! "
Couple holding hands
Kristi Wright

Choose the Perfect Plan

Tier 1

I'm Ready to Scale

$850

  • No Revenue Split
  • EFIN Required
  • Tech Support
  • Mobile App
  • Software Registration
  • Bank Registration
  • Marketing Support
  • Rebates (Incentives)
  • Season Mentorship
  • Software Training
  • Access To Private Facebook Group
  • Unlimited Users
Get Started

Tier 2

Level Up My Brand

$1700

  • No Revenue Split
  • EFIN Required
  • Tech Support
  • Mobile App
  • Software Registration
  • Bank Registration
  • Marketing Support
  • Rebates (Incentives)
  • Season Mentorship
  • Software Training
  • Access To Private Facebook Group
  • Unlimited Users
  • Co Branding Software
  • Co Branding Mobile App
Get Started

Master Course

$499.99

Course Overview:
Curriculum teaching inspired tax preparers how to start and grow their tax services. Upon completion of this course, you will know how to create a corporation, protect your brand, complete a tax return, stay in-compliance with IRS and get your first 50 clients.   

Take me to the course
  • Module 1: The Basics
  • Module 2: Doing the Work
  • Module 3: The Rules
  • Module 4: Starting the Company
  • Module 5: Getting your first Clients
  • BONUS: Access to Private Facebook Group
    Live Training
    90 Days Support

In Depth Course

$1919

Course Overview:
Curriculum teaching inspired tax preparers how to market and grow a profitable tax company. Upon completion of this course, you will learn how to market with a budget, hire a qualified team and get scripts to get clients in. Also, will include modules 1-5 from the Master Course. 

Take me to the course
  • Module 1: The Basics
  • Module 2: Doing the Work
  • Module 3: The Rules
  • Module 4: Starting the Company
  • Module 5: Marketing the Company
  • Module 6: Scripts
  • Module 7: Mobile App
  • Module 8: Starting a Team
  • BONUS: Access to Private Facebook Group
    One Month Mentorship