This is a Replay of my LIVE Recording

The complete blueprint every tax business owner needs to build a real, organized, scalable company ,not a seasonal hustle.

Inside this course, I walk you step-by-step through the foundations, systems, and internal structure that seven-figure tax offices are built on. You’ll learn the exact setup every successful tax business must have in place, including:

🏛️ Foundational Setup

Business registration
Business address & phone number structure
professional email setup
Software setup & internal configuration
Payroll systems
Business insurance & protection

🛡️ Compliance & Security

Understanding and implementing your WISP (Written Information Security Plan)
Required documents, policies, and security standards
How to protect your business, your clients, and your EFIN

📑 SOPs: The Backbone of a 7-Figure Operation

Clear, plug-and-play SOPs for every major area of your tax business:

Client intake SOP
Document collection SOP
Return preparation SOP
Client communication SOP
Review & quality-assurance SOP
Audit SOP & how to protect yourself from risk

No more guessing. No more making it up as you go. Your whole business will finally have order, clarity, and structure.

📂 Operations & Back Office Systems

Internal workflows
Team accountability systems
How to set expectations and maintain consistency
Productivity and communication standards

📈 Marketing & Growth

How to structure your marketing the RIGHT way
Systems that get clients consistently
How to operate like a real tax company year-round

Who This Is For

This course is perfect for:

New tax pros who want to build a business correctly from day one
EROs who want structure, clarity, and systems
Tax business owners who feel overwhelmed or disorganized
Service bureaus building teams and needing operating procedures

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