Freetraining for tax professionals

If 100 new clients hit your business in one day, would that be a blessing, or would it expose what you never fully built?

Join Ashley J for the Live Tax Business Audit and find out what is strong, what needs attention, and what could break when more clients arrive.

No replays.

Inside the audit

Tax season don't start in January.

In October, high-level offices are securing tax software.In November, they're training preparers.In December, they're marketing holiday advance loans.By January 2nd, tax season is in full effect.Audit your business now, while there's still something you can change.FIVE QUESTIONS.
ONE CLEAR VIEW.
  1. 01

    Can you actually bring people in?

    Not referrals you got lucky on. Can you turn the faucet on when you need clients?
  2. 02

    If a rush comes, can you handle it?

    Volume doesn’t reward you. Volume exposes you.
  3. 03

    What happens after somebody says yes?

    From the moment they walk in the door to the day they get funded — is that a process, or whatever you remember to do that day?
  4. 04

    Are you growing, or just replacing clients?

    Rebuilding half your list every year is not growth.
  5. 05

    Do you actually control your tax business?

    Or does somebody else have to explain your own business to you?

Who should be in the room

50 returns or 500.
I’m looking underneath the numbers.

I don’t care how impressive your numbers sound. I’m auditing what you’ve actually built underneath them.

If you’re still preparing by yourself and ready to grow into something bigger — this is for you.

Already have your EFIN and paying somebody every season anyway? This is especially for you.

No EFIN required. No minimum client count. You just need to be serious about building the business around the return.

OWN OFFICE
AT 233 OFFICES
IN 2 STATES15 TAX
SEASONS

I’ve trained preparers who now run their own operations.

Stay through the training

Get the Tax Hustle Quick-Start Pack.

Client Communication Kit + Tax Business Action Calendar & Task Manager

It’s yours — no strings attached.

Quick questions

Is this really live?

Yes. There are no replays.

Is this a tax class?

No. We are auditing the business around the return.

Is the training free?

Yes. Choose a live session to register.

What do I receive?

Attend live and receive the Tax Hustle Quick-Start Pack.

Do I need an EFIN to attend?

No. Tax preparers with or without an EFIN are welcome.

How long is it?

60–75 minutes, plus Q&A.

Choose your live session.

Select the date that works for you.

Wednesday

September 16

6:30 PM CT

Saturday

September 19

10:00 AM CT