This module gives your students the foundational tax knowledge they need to prepare returns accurately and confidently. Even if they've prepared taxes before, this module ensures everyone starts from the same solid baseline. Lesson 1.1 — Filing Statuses & Dependents

Welcome to Phase 2. You've built your tax knowledge foundation — now we layer AI on top of it. This module gets you set up with the tools you'll use every day in your tax business, and teaches you how to think about AI so you can use it strategically, not just randomly.

Most tax preparers earn money for 4 months and pray the rest of the year. Phase 3 changes that. Every revenue stream in this module is something your tax clients already need — you're just adding the expertise and the offer. By the end of this phase you will have a written plan to generate income in all 12 months of the year.

Phase 3 gave you 7 revenue streams. Phase 4 fills them with clients. Most tax professionals rely on word-of-mouth and pray people come back next year. That's not a marketing strategy — that's hope. This phase builds you a real marketing system: content that attracts, funnels that convert, emails that retain, and ads that scale. AI does 80% of the work. You just have to show up and post.

Prompts, Chats, Bots and More