Tax professionals:Ask about our free tax software and business in a box

For Independent Tax Preparers

Stop waiting for walk-ins.
Start filling your chairs every season.

The marketing training tax preparers actually need — how to get new clients every year using social media, referrals, and simple neighborhood marketing. The course is just $97 as an introductory price.

Book More Returns

Fill your season with new clients

Referral Loop

Turn every client into 2–3 more

Social Media Playbook

Posts that book appointments

Year-Round Income

Reactivation + off-season revenue

For Tax Professionals

Three plans for your tax office

Every plan includes free professional tax software with bank product usage, a free basic marketing plan, and end-of-season bank rebates based on bank product usage.

Free Tax Software Plan

Free

Free for offices that use bank products

Professional TaxWise tax software at no cost for offices using bank products, plus a free marketing plan and end-of-season rebates.

  • Free professional TaxWise tax software (with bank product usage)
  • Free basic marketing plan to grow your office
  • End-of-season bank product rebates based on bank product usage

Website + Social Plan

$49.99

per month + a one-time $199 website build

A modern white-labeled website for your tax office with customizable logo, colors, and wording — hosted and marketed for you.

  • One-time $199 website build (paid separately — Afterpay & Klarna available)
  • Modern white-labeled tax office website
  • Customizable logo, colors, and wording
  • Hosting and maintenance included in the monthly plan
  • Social media marketing: 30 days of AI ads
  • Posting to your social accounts on your behalf
  • Free professional TaxWise tax software (with bank product usage)
  • Free basic marketing plan to grow your office
  • End-of-season bank product rebates based on bank product usage

Complete Plan

$199

per month, all-in + a one-time $199 website build

Everything in the first two plans plus fully managed advertising campaigns run by our team.

  • One-time $199 website build (paid separately — Afterpay & Klarna available)
  • Everything in the Free Tax Software Plan
  • Everything in the Website + Social Plan
  • Managed ad campaigns on Facebook, Instagram, and TikTok
  • Ad spend paid directly to the platforms — $10/day minimum, not included
  • Free professional TaxWise tax software (with bank product usage)
  • Free basic marketing plan to grow your office
  • End-of-season bank product rebates based on bank product usage

Free tax software is available only with bank product usage. Rebates are paid at the end of season and depend on bank product volume.

Marketing Training for Tax ProsFounding Student Pricing

Tax Preparer Marketing Mastery: Fill Your Chairs Every Season

Open your home tax office and run your first season profitably.

The marketing playbook for tax preparers who want to stop waiting for walk-ins and start filling their pipeline with new clients every season using social media and simple referral systems.

Launch Price — Reg. $197
$97$197$497
Launch price — regularly $197. Payment plans available at checkout with Klarna or Afterpay.

Payment plans available — pay over time with Klarna or Afterpay at checkout.

Secure Stripe checkout·Payment plans available
Online · ~14 hours7-day refund policyInstant access

Sound familiar?

If any of this sounds like you…

Want a seasonal income that compounds

Confused by software, EFIN, PTIN, and pricing

Need clients without paying for ads

…then you're exactly who this was built for.

The outcome

What you 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

A focused, no-fluff path to your first real result.

  • 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

Plus free bonuses

Everything you get today

The full Tax Preparer Marketing Mastery program$497
Business-in-a-Box Checklist$197
Free Lead Playbook$197
Retention Scripts$97
Total value$988
Your price today$97

Payment plans available — pay over time with Klarna or Afterpay at checkout.

Risk-free

Our 7-Day "Try It" Guarantee

Enroll today. Go through the material. If it isn't a fit within 7 days, email us and we'll refund every penny — no hoops, no quiz, no hassle. The risk is on us.

Lifetime access · 7-day refund window · No upsells

A note from the founder

Why I built this — and what I promise you

I built Love Your Life Training because I was tired of seeing people locked out of real skills by gatekeepers, $20,000 bootcamps, and "gurus" selling theory. Every course on this site is the same playbook I'd hand a close friend who asked me, "where do I start?"

You're a founding student. That means you're seeing this program before the public launch, at a price we'll never offer again. In exchange, I'm asking one thing: actually do the work. If you do, and it doesn't deliver, you have 7 full days to ask for every dollar back — no quiz, no hoops, no hard feelings.

That's the deal. Welcome aboard.

Payment plans available — pay over time with Klarna or Afterpay at checkout.

FAQ

Common questions

When do I get access?+

Instantly. After checkout you'll receive an email with your login — start the same day.

Is there a payment plan?+

Yes. Select the payment plan option at Stripe checkout.

What if it's not for me?+

Use our 7-day refund window. Email support and we'll refund every dollar.

Do I need experience?+

No. The program is designed for absolute beginners and walks you through every step.

How long do I have access?+

Lifetime access, including any future updates to the program.

Ready to start?

Enroll now, get instant access, and take your first step today.

Launch Price — Reg. $197
$97$197$497

Payment plans available — pay over time with Klarna or Afterpay at checkout.

Secure checkout · Instant access · 7-day refund

By enrolling you agree to our Terms and Course Disclaimers.

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.

AI disclosure: Course lessons and materials are created with the assistance of generative AI and reviewed before publishing. Character art and lifestyle images on this site are AI-generated illustrations, not photos of real students. See our AI Disclosure for details.

Ready for the Next Step?

LoveYourLife.training is dedicated to helping you learn the skills you need to start, grow, or advance your career through practical online training.

When you're ready to put those skills into action, visit our sister company, LoveMyAds.com.

There, you'll find professional services to help you launch or grow your business, including website design, Business in a Box solutions, branding, marketing services, and other business growth resources.

Learn here. Build and grow there.