


BRUNCH HIGHLIGHTS

🧾 For Aspiring & Current Tax Preparers:
🍷 Thinking about becoming a tax preparer? Learn how to get started from scratch!
🍷 Already preparing taxes? Let’s talk about marketing, automation, and multiplying your client base.
🍷 Want year-round income? Learn how to offer more than just tax prep services.
🍷 Looking to stand out? Build your brand and attract high-paying clients.
💼For EROs & Boss-Level Builders:
🍷Need tax software that works for YOU?
We’ll show you options that come with support and systems.
🍷Want to grow a team? Learn how to recruit, onboard, and lead like a pro. Be ready, this one not that easy!
🍷Thinking about becoming a service bureau?
Let’s talk back-end money moves.
🍷Ready to scale? We’re covering branding, compliance, and building your own empire.
Mimosas Included w/your food
Come network, learn, and possibly make a move to become a Tax Professional, rather its starting as a Tax Preparer, moving to an ERO, or scaling up to become a Service Bureau! No matter what we can help you! We are offering EFIN assistance on site.


We offer tax partnership opportunities for both Tax Preparers and EROs (Electronic Return Originators). As a Tax Preparer, you'll focus on preparing and filing returns while gaining access to training, mentorship, and a supportive back office to help you grow your client base. As an ERO, you're stepping into a leadership role where you can run your own tax office, purchase software, build a team, and even become a service bureau. Whether you're just getting started or ready to expand, we have the tools, support, and systems to help you build, brand, and bank in the tax industry.

Every partnership with us includes access to our Marketing CRM system, designed to help you automate and streamline your tax business. This powerful tool allows you to build out your own client workflows, send automated emails and texts, manage appointments, collect payments, and track leads—all in one place. Whether you're a Tax Preparer or an ERO, our CRM helps you put real systems in place so you can stay organized, grow faster, and focus on what matters most: serving your clients and scaling your business.
(229) 279-6047
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