Build the Tax Firm You've Been Dreaming Of
Join an exclusive cohort of just 10 for four months of hands-on, bi-monthly coaching, including deep dives into pricing, processes, automations, marketing, and more.
Elevate Your Practice with Small-Group Coaching.
Guidance, confidence, and community for new tax preparers ready to thrive.
Your Path to Success
Join the Cohort
Sing up for small group coaching.
Participate in the Live Calls
Attend live or watch recordings of the sessions.
Enjoy a Thriving Business
Grow and enjoy the firm of your dreams!
Feeling Stuck or Unsure?
Â
❌ Wondering how to market or get clients?
❌ Struggling to set your prices or streamline your processes?
❌ Unsure if you're preparing tax returns or handling complex scenarios correctly?
❌ Unable to find the right tools, software, and best practices to confidently run your tax firm?
❌ Not feeling as confident as you'd like on technical tax topics?
You don’t have to figure it out alone. With the right mentorship, you can turn your questions into answers and your business into a success.
Â
What’s Included in this Mentorship?
 Â
✅ Twice-Monthly Coaching Calls – covering topics like marketing, pricing, processes, tools, and more. One lunch session at 1 PM and one evening session at 8 PM (Eastern Time), designed to fit your schedule.
✅ Tax Return Reviews – Submit one return per month for a detailed review. Receive a Loom video summary and a clear presentation document with feedback and guidance.
✅ Private LinkedIn Group – Ask questions, share ideas, and get support from a small, focused community in our private LinkedIn group.
✅ Tools & Processes – Learn from my proven workflows, pricing strategies, proprietary tools, and software recommendations to optimize your practice.
The mentorship is capped at 10 participants per group to ensure personalized attention and support. Spots are limited - take the first step today.Â
Who is this course for?
When does it start?
Why small-group coaching?
What is the cost to join the group?
What if I have more questions?
Do you also offer 1:1 coaching?
Meet Your Mentor
I'm Brad, I’ve built a thriving CPA firm from the ground up, serving thousands of clients over the years. I know firsthand what it takes to create a profitable, efficient, and sustainable tax practice.
This mentorship is different from large communities or forums. It’s a small, personalized group where you’ll get the trusted guidance and actionable advice you need to grow confidently.
