A FREE 5-Day Challenge for Tax Professionals
BOSSTOBER was the appetizer. Now it's time for the FEAST!
You've got the tax software. You've got the PTIN. You might even have an office or your own tax software.
But do you have the clients, systems, strategies, and knowledge to make the most of this tax season?
Let's talk about it!
You don't need another year of posting flyers and hoping clients show up.
You don't need to spend hours doing things that could be automated.
And you definitely don't need to limit yourself to one way of generating revenue in the tax industry.
You need real plays from real tax professionals who are willing to share the game!
What's on the TAXGIVING menu? 🍽️
During the 5-Day Challenge, we're covering:
Marketing, Visibility & Getting More Tax Clients
Let's talk about how to get in front of the right people, generate leads, build a recognizable brand, and turn attention into actual paying tax clients.
AI Tools & Real Implementation
We're serving up practical AI tools and strategies to help you create content, save time, streamline everyday tasks, and work more efficiently in your tax business.
Automations, Systems & Workflows
Stop trying to do EVERYTHING manually! Learn ways to streamline client intake, lead follow-ups, appointment scheduling, onboarding, and other repetitive processes.
Additional Income Streams in the Tax Industry
Tax preparation doesn't have to be your only source of income! Explore additional services, business opportunities, and revenue streams that can complement your existing tax business.
High-Income Clients, Tax Resolution & More
We're closing the week with TAX KNOWLEDGE! Explore higher-income taxpayer scenarios, tax resolution concepts, advanced tax topics, and strategies to help you expand your understanding of the industry.