About this Event
You watch YouTube videos. You join Facebook groups. You ask three different tax preparers and get three different answers. One says, Drake. One says ProSeries. Someone is selling a course for $2,997. Your cousin's uncle says he can set you up for $500.
None of it adds up to a plan. And every season that passes is another year of leaving money on the table, or worse, putting your EFIN at risk because you didn't know what you didn't know.
This master class fixes that in one Saturday.
Six modules covering the foundations of a successful independent tax practice:
- MODULE 1 — The 2026 Tax Prep Opportunity: market sizing, client types, realistic income trajectory
- MODULE 2 — EFIN, PTIN & Compliance Foundations: the credentials and protections every preparer needs
- MODULE 3 — Software & Bank Products: How to choose tools that grow with you and the refund transfer economics most preparers miss
- MODULE 4 — Marketing & Client Acquisition: the four channels that actually work for tax pros, plus the retention math that compounds
- MODULE 5 — Operations & Pricing Strategy: pricing that doesn't leave money on the table, plus the operational backbone you need before season hits
- MODULE 6 — Scaling to Multi-Office & Service Bureau: when and how to grow from one preparer to a multi-office practice
This master class is designed for:
• Aspiring tax preparers who want a complete roadmap before committing
• Solo preparers who completed last season and know they're leaving money on the table
• Existing preparers stuck under a service bureau they've outgrown
• Tax professionals ready to scale to a second location or hire their first staff preparer
• Anyone selecting software, bank partners, and systems before Tax Year 2026
This class is NOT a CE course and does not offer continuing education credits. It is a business-building workshop, not a tax law update.
Event Venue & Nearby Stays
Houston Marriott Westchase, 2900 Briarpark Drive, Houston, United States
USD 99.00
