Build a High-Performance Tax Business

The purpose of this program is to assist you in building a high-performance tax preparation and planning business.

At the completion of this program, your high-performance tax business will be established and operational.

What is a High-Performance Tax Business?

A high-performance tax business outperforms industry standards and consistently increases:

1. Financial position,
2. Profit,
3. Cash flow, and
4. Equity.

High-Performance Tax Business Objectives

A high-performance tax business achieves the following objectives:

1. Gain a competitive edge,
2. Provide highly-profitable services and products,
3. Consistently generate clients,
4. Increase productivity,
5. Increase cash flow, and
6. Retain clients, increase client revenue, and generate client referrals.

Building a High-Performance Tax Business

Building a high-performance tax business requires more than tax skills. You need a high-performance tax business system.

A high-performance tax business system has high-performance tax business organization, processes, and strategies including:

1. Management - Managing the organization, processes, and strategies,
2. Research and Development - Researching and developing highly-profitable services and products,
3. Marketing and Sales - Marketing and selling highly-profitable services and products,
4. Production - Performing and delivering services and products productively,
5. Finance - Financing the business from operations (debt-free), and
6. Client Care (customer service) - Develop a relationship of trust and confidence with your clients.

Tax Business System Program

The High-Performance Tax Business System Program includes the following phases:

1. High-Performance Tax Business System
   • We present our High-Performance Tax Business System
   • We develop your high-performance tax business system.
   • We train and support you in implementing your high-performance tax business system.
2. Business Plan
   • We present our High-Performance Tax Business System business plan.
   • We develop your business plan.
   • We train and support you in implementing your business plan.
3. Organization
   • We present our High-Performance Tax Business System organizational structure.
   • We develop your organizational structure.
   • We train and support you in managing your organization.
4. Processes
   • We present our High-Performance Tax Business System processes.
   • We develop your processes.
   • We train and support you in implementing and managing your processes.
5. Strategies
   • We present our High-Performance Tax Business strategies.
   • We develop your strategies.
   • We train and support you in implementing your strategies.
6. Launch
   • We launch your high-performance tax business.

Note: Although your business will be established and operational at the completion of the program, your business is built and implemented in phases throughout the program. This enables you to begin to achieve your objectives by the time we launch your business.

Additional Information

• You place your deposit (below) to participate in the Program. The deposit reserves your participation in the Program and is applied as your first month payment.
• You are entitled to a full refund of your deposit up to the beginning of the second month of the Program.
• This is a 6 month pay-as-you go program. There are 6 monthly equal payments billed to the method of payment you provide.
• You attend a one-hour, weekly High-Performance Tax Business System presentation or training webinar.
• Each presentation is a live, recorded webinar. If you're unable to attend a live presentation, you can watch the recording.
• Each presentation will conclude with a Q&A session.
• This is a six-month (26 week) program. The Program is 24 weeks with two, one-week breaks.
• We present, set up, train, and support you in your tax business system during the Program.
• We ask you to complete short information forms throughout the program. Information forms include: business setup, surveys, evaluations, and reviews. This information enables us to customize your business system and improve the Program.
• While in the Program, you can email us, text us, or schedule a phone call at any time.
• We customize your Tax Business System as we go. Therefore, your system will be complete at the end the Program.
• Although minor out-of-pocket subscriptions and fees are incurred during the development of your business, these fees are included in your Program fee. However, if you choose to incur any optional additional fees, such as Google advertising, you are liable for the payment of those fees. We will always inform you of any additional fees and allow you to choose to incur them or not.

How Do I Begin?

The Program begins on Wednesday, February 4, 2026.

1. Click "Buy Now" to pay your first month of tuition. This secures your place in the next available Program.
2. The deposit is fully refundable up and until the end of the first month of the Program.
3. You receive an email with Program information and start date the next business day.