VIP Experience

• 2 private 1:1 strategy sessions with Shantell (pre-season + mid-season)

• Personalized engagement letter & pricing model setup

• Exclusive “VIP Only” Q&A session after Week 4 & Week 8

📚 8-Week Program: Build & Scale Your Tax Firm

Program Goals

• Teach tax preparers and aspiring EROs how to launch and grow a compliant, profitable tax business.

• Ensure participants finish with:

  ✅ A business model (solo, partnership, or franchise)

  ✅ Operating systems (CRM, software, banking, compliance)

  ✅ A marketing & client acquisition plan

  ✅ A tax strategy for their firm’s finances

  ✅ Clear roadmap for scaling staff and services

Class Outline

Week 1: Your Firm Vision & Business Model

• Topics: Why start a tax firm, defining your “Why,” choosing your service focus (1040s, business returns, bookkeeping add-ons).

• Activity: Draft firm vision + goals.

• Homework: Identify your top 3 target clients (e.g., families, small businesses, nonprofits).

Week 2: Entity Setup & Compliance

• Topics: LLC vs. S-Corp for your tax firm, EFIN application, PTIN, compliance with IRS and state.

• Activity: Step-by-step entity & IRS checklist.

• Homework: Complete PTIN/EFIN or gather requirements.

Week 3: Banking, Bookkeeping & Software Setup

• Topics: Business bank account, choosing tax software (Drake, TaxSlayer, ProSeries, etc.), setting up QuickBooks or Xero for your own firm.

• Activity: Compare software + open a business account.

• Homework: Select & register tax software.

Week 4: Pricing & Profit Models

• Topics: How to price returns, value-based pricing vs. flat fees, upsells (bookkeeping, CFO services, tax planning).

• Activity: Build your Service Menu + Price Sheet.

• Homework: Draft your firm’s engagement letter (templates provided).

Week 5: Marketing Your Tax Firm

• Topics: Building authority, leveraging social media, client referrals, partnering with banks (Refund Advantage, etc.).

• Activity: Create a 90-Day Marketing Calendar.

• Homework: Post your first firm marketing content.

Week 6: Client Experience & Workflow Systems

• Topics: CRM setup (Canopy, TaxDome, Tax Nitro), onboarding scripts, portals, secure document collection.

• Activity: Map your client workflow (from inquiry to return delivery).

• Homework: Set up a client portal & test onboarding process.

 Week 7: Team Building & Scaling

• Topics: Hiring tax preparers, admin staff, outsourcing, profit splits (70/30, commission-based).

• Activity: Write a job description for your first role.

• Homework: Post job or create internal SOPs for next season.

Week 8: Tax Planning & Wealth as a Firm Owner

• Topics: Top deductions for firm owners (home office, auto, software, training, marketing), retirement planning (SEP IRA, Solo 401k), paying kids.

• Activity: Draft your own firm tax strategy.

• Homework: Book your quarterly tax planning session (practice what you preach!).

🎯 Deliverables

By graduation, each Tax Pro will have:

✅ A fully documented Tax Firm Business Plan

✅ Pricing + Service Menu

✅ Marketing Calendar + content plan

✅ Compliance checklist (PTIN, EFIN, EIN, entity setup)

✅ Workflow/SOPs for client management

✅ Personal tax strategy for their firm

What’s included

• 8 live 2-hour Zoom classes (16 hours of expert-led training).

• A branded workbook.

• Templates (engagement letters, pricing sheets, marketing calendar, SOPs).

• Access to your expertise as a Certified Tax Advisor & firm owner