Absolutely! This workshop is designed for tax professionals of all levels. Even if you’ve never offered tax planning before, we’ll walk you through everything step by step. You’ll learn exactly how to build and deliver tax plans, using our proven system that’s simple, easy to follow, and effective. Plus, with the Tax Planning Software, even beginners can create professional tax plans quickly and confidently.

You don’t need to spend hours a day to succeed with tax advisory. We’ve streamlined the process so that you can implement what you learn in as little as a few hours per week. The tools, strategies, and templates we provide will help you work smarter, not harder. With our systems, you’ll be able to find clients and build tax plans without having to overhaul your current workload.

We’ve got you covered! We’ll show you exactly how to get your first 5 clients without needing paid ads or expensive marketing agencies. You’ll also get a bonus guide that walks you step-by-step through organic client acquisition methods, so you can start landing clients immediately. Our proven client acquisition strategies have worked for countless tax professionals, and they’ll work for you too!

The event is scheduled for October 21-22, 2025.

Don’t worry! We know life happens. That’s why we’re offering recorded access to all the sessions, so you can revisit the content at your convenience. You’ll have full access to the recordings after the event, so you won’t miss a thing.

Yes! This workshop is specifically designed to help you build a $100k tax advisory practice. We’ve taken the exact systems and strategies that successful tax advisors use and packaged them in a way that’s easy to follow. If you implement what you learn, you can start generating substantial revenue quickly. Just landing a few high-paying clients will put you on track to hit that $100k mark.

We’ll provide you with all the tools and support you need to build your confidence. With the help of our Tax Planning Software and step-by-step training, you’ll feel empowered to offer these services with ease. Plus, you’ll get hands-on experience during the workshop, which will boost your confidence in delivering high-value advisory services.

Think of it as an investment in your future. The workshop, software, and resources you’ll receive will enable you to start charging clients $2,000 to $5,000 per tax plan. That means you can easily make back your investment after just one or two clients. Plus, we offer a payment plan to make it easier for you to get started without a big upfront cost.

Yes! The strategies and tools we teach in the workshop work for clients of all kinds—whether you’re working with individuals, business owners, or real estate investors. Our system is flexible, allowing you to tailor your approach to different client needs.

And with our Tax Planning Software, you’ll be able to customize tax plans based on each client’s specific situation.
What if I don’t see the results I expect?

We’re so confident in the value of this workshop that we offer a 10x guarantee. If you attend and don’t feel like you’ve received 10 times the value of what you paid, we’ll refund your money—no questions asked. You have nothing to lose and everything to gain.

Yes! Not only will you have lifetime access to the workshop recordings, but we also offer ongoing support through our Tax Advisor Mastermind Group, where you can ask questions, share ideas, and network with other tax professionals. You’re not alone—we’re here to support your growth every step of the way.

You’ll start seeing results as soon as you begin applying the strategies we teach. Many of our past attendees have landed clients within 30 days of the workshop, and with our bonus client acquisition guide, you’ll have everything you need to start generating revenue fast.

This workshop is unique because it’s action-oriented. We don’t just teach theory; we give you the exact blueprint for landing clients, creating tax plans, and scaling your business. With the hands-on guidance, templates, and software, you’ll be ready to implement everything you learn right away. Plus, you’ll leave with a ready-to-use tax plan and client acquisition strategies, so you’re equipped to succeed immediately.