About this program
What this course is about
This is NOT a tax-law course. This is the marketing training tax preparers actually need — how to get in front of new clients every year, turn one-time filers into loyal referral-generating customers, and stack seasonal income year after year using social media, community outreach, and neighborhood marketing. Most tax pros know how to file a return. Almost none of them know how to market. In this course you'll learn the exact organic systems the highest-earning independent preparers use to book 300+ returns a season without buying expensive lead lists. You'll get social scripts that build trust in your community, referral and reactivation playbooks, and a simple system for turning every filed return into 2–3 more.
Lifetime access · Pay in full or split it up
What you'll get
What you'll walk away with
- Have a repeatable marketing system that fills your seasonal pipeline
- Publish 30 days of social content in under an hour a week
- Convert every filed return into 2–3 new referral clients
- Raise your average ticket without losing clients to price
Inside the course
The full curriculum
- 01Why most tax pros stay broke — and the 3 marketing shifts that fix it
- 02Building a magnetic personal brand as the neighborhood tax expert
- 03The 30-day social content plan that fits into 1 hour a week
- 04Facebook, Instagram, and TikTok scripts that actually book appointments
- 05Google Business Profile domination for local tax pros
- 06The referral loop: turn every client into 2–3 new ones
- 07Reactivation campaigns: get last year's clients back before the competition does
- 08Community marketing: church, school, small-business, and gig-worker channels
- 09Email + text follow-up sequences that book intake calls
- 10Pricing, packages, and upsells that raise your average ticket
- 11Building a year-round income (bookkeeping, quarterly filers, ITIN, business returns)
Who this is for
Built for beginners who want a real win
This is for you if…
- You want a clear, step-by-step path — not another 200-page ebook.
- You're willing to put in a few focused hours a week.
- You want a system you can actually use — not theory.
- You'd rather start small and build than wait until it's "perfect."
This is NOT for you if…
- You're looking for a get-rich-quick scheme.
- You won't watch the lessons or do the work.
- You expect overnight results without practice.
- You want hand-holding instead of a step-by-step system.
Lifetime access guarantee
Buy once, keep it forever. Every update, every new module — included. Learn on any device, from anywhere in the world.
Ready to start?
Get started today
Lifetime access. Pay in full or split it up at checkout.
Frequently asked questions
Do I need any experience to start?
No. This course is built for complete beginners. The lessons walk you through every step from scratch.
How long do I have access?
Forever. It's a one-time payment for lifetime access — including any future updates.
Is there a payment plan?
Yes. Klarna, Afterpay, and Affirm are available at checkout so you can split the cost.
What if I get stuck?
Each lesson is short and self-contained, and you can rewatch any module as many times as you need.
Can I do this from my phone?
Yes. The course works on phone, tablet, and laptop — anywhere you have a browser.
Still on the fence?
Grab the free mini-course preview — no credit card needed.
Prefer the full course details? See the course page.
About this program — state regulation notice (CA, OR, MD, NY)
This is a business blueprint and software walkthrough for independent tax preparers — not a state-licensed pre-qualifying course. California (CRTP), Oregon (OBTP), Maryland, and New York regulate who may provide qualifying tax-preparer education. This course does not provide the state-mandated qualifying education hours required for registration in those four states. Students elsewhere can use this training alongside registering for their own PTIN directly with the IRS. You are responsible for confirming and meeting all federal, state, and local requirements that apply to you. See our full disclaimer.