Beyond 4/15 Coaching
Did you know that approximately 90% of tax preparers are small businesses – run by a single person or employing less than 10 people?
If you feel alone, are struggling on and in your business, feel like you live a mad dash through tax season, or finding that you have a full-time career with a part-time paycheck, then this is the program for you.
Let us help you with our Beyond 4/15 Coaching program where we are here for you and will help you get real results.
Check out all the value you receive.
BreakthroughBeyond 4/15 Coaching Program
In the Breakthrough Coaching Program you will:
– Lower stress by learning the Right way to manage clients and staff.
– Market your business so well, you’ll have quality clients coming to you all year-round.
– Learn how to build and manage a high-quality team so you focus on what matters most.
– Have us in your corner to keep you on track with the big picture and your goals.
– Achieve your goals in half the time while doubling the results.
- Beyond 4/15 Toolbox – Unlimited online access to education, forms, and tools that we have spent the last 40+ years creating. Includes engagement agreements, interview guides, client handouts, and much more. We’ve collected the most effective training and tools to put you in the top 1% of tax preparers. All in one place. If it’s not in here, you won’t need it or we’ll create it!
- Elevation Calls – Bi-weekly group coaching call where you can ask any questions you have about tax preparation, practice management, marketing, growth, and more. You’ll meet with all three of our coaches with expertise in all areas of tax. Crush challenges and celebrate wins in a group experience that allows you to learn from both your coach and peers.
- Growth Focus Calls – Bi-Monthly private calls with your coach focusing directly on your business. Never feel lost again. Crush challenges and build on existing success in a private one-on-one setting with your coach. We go in-depth into YOUR tax practice to help you build a solid foundation. We’re there every step of the way to help guide you where you need to be when you need it.
- 911 Emails/Calls – Stuck in a jam and need help fast? You will have direct access to the answers you need to overcome any challenge. Get back on track fast with a rapid response.
- National Tax Summit – Receive TWO FREE VIP tickets to the National Tax Summit, a 3-day educational conference that includes more than 20 continuing education credits. Breakfast, lunch, direct access to critical resources and copies of the recordings are a few of the perks when attending the summit.
- Tax Return Reviews – One of our experts will thoroughly review the tax return you prepared and all supporting documents to find errors, missing data, and potential hidden deductions. $250/each for current coaching students only. Available without coaching package at $250/hour.
12-month intensive program for ONE member.
Valued at over $50,000