Effortlessly Grow Your Tax Business & Learn

How to Scale Your Tax Business to 6-Figures

Without Working More Hours or Losing Your Sanity

(Even If You’re Just Starting Out or Need Expert Guidance...!!!)

Simply Apply These Strategies and Reap 100% Benefits!

Get Instant Access for Just $47

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In a World Where Smart Tax Pros Work Less and Earn More

Turn your tax expertise into 6-figure income using smart systems, automated workflows, and freedom-first business strategies.

Yes, You’re ready to grow your income, attract better clients, and finally stop trading every hour for every dollar.

A Message to Tax Professionals Ready to Scale:

You’ve mastered your craft—now it’s time to master your systems.
The 6-Figure Tax Professional Mini-Course gives you plug-and-play frameworks used by top earners to scale without burnout.

No confusion. No endless tutorials. Just a proven, step-by-step path to automation, team growth, and client retention.

Perfect for:
✅ Established tax pros ready for consistent 6-figure growth
✅ Entrepreneurs hiring staff or building virtual teams
✅ Professionals tired of working more to earn the same
✅ Anyone ready to build a business that runs smoothly—year-round

In a World Where You Deserve the Best of Everything:

Want to Increase Revenue Without Adding Work Hours?
Use these SOP templates to streamline your daily tasks and keep clients coming back—without staying up late or hiring a full-time manager.

Want to Delegate Without Losing Control?
Each template gives you step-by-step workflows your team can follow so everything runs exactly how you want it—no micromanaging needed.

Want to Hire Faster and Train Smarter?
Get ready-to-use onboarding guides that help new staff perform like seasoned pros from day one.

Want to Automate Without the Tech Headache?
Simply plug these SOPs into your system, and your business runs smoothly—even when you’re off the clock.

6-Figure Tax Professional Mini-Course — What’s Included?

Unlock the systems top tax professionals use to scale faster, automate smarter, and keep clients year-round — without burnout.

3 Business-Building Modules
Clear, practical training to scale your tax business with systems — not more hours.
Proven Growth Strategies
Methods used by top tax pros to increase revenue, automate workflow, and grow fast.
Step-By-Step Tools & Templates
Plug-and-play checklists, scripts, and workflows you can apply immediately.
Built for Sustainable Scaling
Grow year-round, work less, earn more — without burnout or chaos.

Module 1:

6-Figure Foundations — The CEO Operating System for Tax Professionals

Lesson 1.1 — The CEO Shift & The Math to $100K
Most preparers stay at the 5-figure level because they work as technicians instead of business owners. This lesson reframes your identity from “seasonal worker” to CEO and shows you the real math behind a 6-figure year. You learn how to reverse-engineer revenue, set your numbers, and choose a scalable pricing path instead of volume-based exhaustion.

Lesson 1.2 — Premium Positioning (Niche & Brand)
General tax prep is a commodity business — specialists win premium pricing. Here you define your niche, eliminate low-value clients, and position yourself above DIY platforms like TurboTax. You walk away with a clear ICA profile and brand language that attracts high-ticket clients instead of bargain-shoppers.

Lesson 1.3 — The 6-Figure Pricing Strategy
Income growth starts with pricing — not more clients. This lesson introduces value-based pricing, a 3-tier service menu, and a minimum engagement fee to set a new standard for your business. You’ll create Bronze/Silver/Gold pricing, raise your floor, and increase ARPC without additional workload.

Lesson 1.4 — Operational Efficiency (Tech Stack Setup)
Chaos in workflow equals lost time and profit. Here you install a digital-first tax office, automate communication, organize files, and remove paper-based bottlenecks. You learn how to build a tech stack that manages clients, projects, and document flow — with less manual involvement.

Lesson 1.5 — Shifting to Year-Round Revenue
Tax prep pays once — strategy pays monthly. This lesson shows you how to convert one-time return clients into subscription retainers with ongoing planning, bookkeeping, and advisory support. You’ll walk away with a recurring revenue offer and a list of ideal clients to transition immediately.

Module 2:

Client Flow Automation — Zero-Chase Client Acquisition System

Lesson 2.1 — The No-Touch Booking Engine
No more phone tag or back-and-forth messaging. This lesson helps you set up a booking link that collects payment, schedules appointments, and onboards clients automatically. It becomes the only link prospects receive — reducing cancellations and eliminating no-shows instantly.

Lesson 2.2 — The Ghost-Proof Follow-Up System
Clients rarely convert on the first touch — automation fixes that. You will build SMS + email sequences that nurture leads for 3–5 days without you manually checking in. Missed calls auto-reply, inquiries get follow-ups, and leads book even when you’re offline.

Lesson 2.3 — The Digital Intake Conveyor Belt
Returns shouldn’t begin with missing documents. Here you build a smart online intake system that gathers data, triggers homework tasks, and organizes uploads securely through a client portal. No more waiting for W-2s — documents arrive before the appointment, not after.

Lesson 2.4 — Year-Round Lead Generation (Outside of Tax Season)
Real growth happens off-season. This lesson teaches you how to leverage Google Business, referrals, and off-season service offers like credit repair + business formation. You create a summer-fall revenue plan so income never drops after April 15.

Module 3:

Team Building & Delegation Blueprint — From Solo-Worker to Scalable Firm

Lesson 3.1 — Who to Hire First (Admin First Strategy)
Your first hire determines your growth ceiling. This lesson explains why admin/VA support comes before hiring additional preparers and shows how it instantly frees you from low-value tasks. You’ll define responsibilities, skill requirements, and the role of a Gatekeeper who protects your time.

Lesson 3.2 — SOP-Based Training (Clone Yourself Method)
Scaling requires duplication, not overwork. Here you learn to record recurring tasks once, build a video SOP library, and train staff through the See-One/Do-One/Teach-One method. Your team starts handling onboarding, billing, and document chase without constant questions.

Lesson 3.3 — The “Test Task” Hiring Funnel
Interviews don’t reveal execution — test projects do. This lesson teaches you how to filter talent using keywords, paid test tasks, and instruction-based screening to avoid bad hires. You’ll create a trial assignment that separates skilled candidates from those who only look good on paper.

Lesson 3.4 — Managing Without Micromanaging
You scale fastest when you stop supervising every detail. This lesson installs daily standups, end-of-day reporting, and performance KPIs that allow output-driven management instead of hour-tracking. Your team executes, reports progress, and maintains momentum while you operate as CEO.

Why This Mini-Course Is the One That Actually Works

Because it’s built for real tax pros—practical, proven, and built to help you scale without stress or lost weekends.

This program gives you:

Clear frameworks to attract and retain high-value clients year-round
Automation systems that save hours without losing control
Plug-and-play processes for hiring and delegation that actually stick
Tools and templates designed for real-world results — not guesswork

It’s not about doing more.
It’s about finally building a business that runs smoothly, earns consistently, and gives you back your time.

What You Get When You Join The 6-Figure Tax Pro System

Every tax pro knows they’re meant for more—more clients, more income, more freedom.
This system brings back that vision with the structure and automation you need to grow without working longer hours.

Scalable Business

Systems

Learn the frameworks that turn your solo practice into a structured, profitable operation.

Client Automation

Toolkit

Set up client attraction and onboarding that runs on autopilot — even in off-season.

Team Growth & Delegation Blueprint

Hire and train confidently with step-by-step systems that save you time and stress.

Year-Round Revenue & Client Retention Systems

Turn seasonal income into steady monthly revenue.

Workflow Templates & Checklists

Instantly organize your operations with ready-to-use resources built for tax pros.

Expert Insights &

Pro Tips

Get proven strategies from high-earning tax professionals who’ve scaled successfully.

Access Exclusive Business Resources!

Joining the 6-Figure Tax Pro System is like unlocking your own digital vault of success tools. From automation templates to growth planners, client scripts, and training videos — everything inside helps you save hours and earn more.
No guesswork. No fluff. Just the exact resources you need to grow faster and work smarter.

What Makes The 6-Figure Tax Pro System Stand Out

Tailored for Tax Professionals: Designed specifically for real tax business owners ready to scale.
Action-Ready Systems: Every tool is plug-and-play — no setup headaches or tech confusion.
Built for Balance: Grow your income without sacrificing time, sanity, or family life.
Year-Round Support: Keep clients and cash flow steady, even beyond tax season.
Proven by Results: Built from systems used by top-performing professionals in the industry.

YOU BELONG HERE

Our students don’t just learn — they transform. They streamline their systems, reclaim their time, and build thriving six-figure tax businesses.
Here are just a few of their success stories:

“I used to think six figures meant burnout. Turns out, I just needed structure. These templates saved me hours every week — total game changer!”

– Alicia Bennett

Virtual Tax Pro, Miami, FL

“The automation tools alone paid for the course. My client follow-ups and onboarding now run on autopilot, and my revenue jumped by 40%.”

– David Johnson

Enrolled Agent, Chicago, IL

"Before this program, I was buried in client work and chaos. Now I’ve automated my entire intake process and finally hit consistent $10K months."

–Jasmine Carter

Certified Tax Preparer, Atlanta, GA

“This system showed me how to hire and delegate the right way. I built a small team, doubled my client load, and actually take weekends off now.”

– Miguel Ramirez

Tax Consultant & Firm Owner, Houston, TX

Meet Your Mentor on the Road to Six Figures

Dr. Shonda

Shonda isn’t just another tax professional — she’s a growth strategist for ambitious tax pros who are ready to scale smarter, not harder.

After years of running her own successful firm and helping others navigate the highs and lows of tax season, she realized most professionals weren’t struggling with skill — they were struggling with systems.

Now, through the 6-Figure Tax Professional Mini-Course, Shonda shares the exact strategies, automations, and team-building methods that helped her turn a one-person hustle into a thriving, six-figure business that runs year-round.

Her mission? To help you build a tax business that supports your lifestyle — not one that consumes it.

FREQUENTLY ASKED QUESTIONS (FAQ)

WE WANT EVERY TAX PRO TO FEEL SUPPORTED, CONFIDENT, AND EQUIPPED TO GROW AT EVERY STEP.

Who is this mini-course for?

This course is designed for established or aspiring tax professionals who want to scale their income, streamline operations, and create a business that runs year-round — not just during tax season.

How long will it take to complete the course?

You can go through the entire training in just a few hours and start implementing the systems immediately. It’s built for busy professionals who want quick, practical wins.

Do I need a team to use these systems?

No — you can apply the strategies whether you’re solo or managing a team. The course shows you how to delegate, automate, and grow at your own pace.

What’s included in the $47 offer?

You’ll get access to 3 complete modules covering client automation, team systems, and revenue growth — plus actionable templates and checklists to help you implement fast.

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