
(413) 393-2444

Are you ready to change your business and future?
Software Issues
Bank Product Connection
Adding Preparers
Changing Fees
Group Training Signup
PTIN
Ready to stay sharp, grow your skills, and get insider tips to level up your tax game? Join us for our
PTIN Weekly Power Call
—a no-fluff, high-impact session built to keep you in the loop and in your bag.
✅ Weekly training
✅ Live Q&A
✅ Tools, tips, and strategy for success
Seats are limited. You MUST register to attend.
📌Click the button below to lock in your spot!
ERO
Whether you’re just getting started or scaling your tax empire, our
ERO Weekly Meeting
is your time to check in, get updates, ask questions, and learn strategies that actually move the needle.
📅Choose a session that works for you:
☀️ Morning Meet-Up or 🌙 Evening Catch-Up
💡 Topics Include:
Client workflow & retention tips
Tech support & bank product updates
Sales strategies & bonus payouts
Partner spotlight & wins
👉🏽Click below to register now.
Spots are limited each week!
Service Bureau
Ready to scale smarter, not harder? These weekly meetings are
mandatory for all Service Bureau partners
looking to hit 6- and 7-figure goals. We’ll cover growth strategies, system updates, marketing wins, and LIVE Q&A to keep your business moving.
📌Topics change weekly — don’t miss out.
✅Click the button below to register and lock in your spot!
About Your Coach
Meet the powerhouse behind the brand — your coach is a seasoned Service Bureau owner, tax software reseller, and business strategist who’s helped hundreds of tax pros scale from side hustle to 6-figure CEOs. With a no-fluff teaching style and a real-world blueprint, she’s here to guide you step-by-step, from setup to success. Expect clarity, confidence, and coaching that actually gets results.


(434) 393-2444