Store
Free Stuff
Attract and Land More Clients
Do you want to attract and land more clients? I faced this same challenge and I found a framework that works. I have a steady stream of new clients reaching out to hire me. You can too if you use the same process I did.
Free
Business Start-Up Checklist
Are you starting a business? You should start here. This free checklist will help you think through everything you need to start a business. Start with why, define success, do a SWOT, test your idea, branding, legal structure, and opening your doors. Find it all in this free checklist.
Free
One Big Beautiful Bill (OB3) Update August 1, 2025
Join Brad for an update and discussion on the One Big Beautiful Bill (OB3) that was passed into law on July 4, 2025. We'll focus on 2025 changes and answering questions about the new law. This is a recording of a live webinar hosted in August 2025.
Free
Coaching Options
Tax Firm Accelerator Community
Join Brad and other tax firm owners each month for video calls packed with strategies, peer networking, and guided discussions. Plus, access the online community anytime to engage with other firm owners in the community. You also get instant access to recordings of past video calls.
$20.00 USD every month
Small Group Coaching - June 2026-Sept 2026
This coaching starts June 2026. Join Brad Wooten, CPA, in a small cohort of 5 for two live, deep-dive sessions each month covering topics from finding clients and closing sales, to workflow templates and automations, how to confidently finalize tax returns, and more. See "behind the scenes" what it takes to run a solo practice so that you can take your firm to next level. Also get 4 tax return reviews to collaborate on tax strategy and gain confidence in preparing tax returns.
$500.00 USD
Tax Firm Starter Pack
Total value (if purchased separately) = $1,049Included in this bundle: - Your Tax Firm, Your Way Workbook (more info)- 1040 Pricing Calculator (more info)- Business Tax Return, Bk, Payroll Pricing Calculator (more info)- 5 Pillars of Success On Demand Video Course (more info)- The Self-Employed Tax Guide On Demand Video Course (more info)- 6 months access to the Tax Firm Accelerator Community (more info)- Attract and Land more clients workbook- Business Start-up Checklist
$700.00 USD
Other Resources
Your Tax Firm, Your Way
Your Tax Firm, Your Way is a practical, interactive PDF startup guide coaching you through every step of launching and growing your own tax practice. Packed with reflection prompts, real-world examples, and hands-on exercises - from defining your niche and pricing services to branding, automation, and a 90-day growth plan - this guide gives you the tools to build a firm that fits your unique vision. Grab your copy today!
$79.00 USD
1040 Tax Prep Fee Calculator
This Excel workbook is designed to streamline your 1040 individual tax return pricing process. You can tailor every element to fit your firm’s requirements or use it as a template for building your own calculator. Please note that this file is provided “as-is,” without any warranty or guarantee of continued functionality or pricing recommendations. You assume full responsibility for its use and any modifications you make.
$200.00 USD
Biz Tax Prep, BK, & Payroll Fees Calculator
This Excel workbook is designed to assist you in the pricing process for business tax prep, bookkeeping, and payroll services. You can tailor every element to fit your firm’s requirements or use it as a template for building your own calculator. Please note that this file is provided “as-is,” without any warranty or guarantee of continued functionality or pricing recommendations. You assume full responsibility for its use and any modifications you make.
$200.00 USD
The Self-Employed Tax Guide
Lower Taxes, Stay Compliant, and Grow Your Business. Learn how to confidently manage your business finances, save on taxes, and build a solid foundation for long-term success with practical, proven strategies designed for self-employed people like you.
