If you need help with starting your own tax office, getting clarity on your current business setup, or figuring out what your next move should be — LET US KNOW! We can help with things like: • Starting & setting up your tax office • EFIN/ERO guidance • Automations & workflows • Systems & operations • Software setup • Client intake processes • Growing from preparer → office owner • Getting organized before tax season You don’t have to sit there confused trying to piece everything together by yourself. Drop your questions in the community or let us know what you need help with! 💻💰 We’re here to help you get READY before tax season hits!

Good morning, tax pros! Before you start thinking about everything you still need to do before tax season, take a second to recognize what you’ve already done. Whether you’re preparing your first return this year or building a whole team, you’re showing up and learning how to do this well. That counts. You don’t have to have your entire season figured out today. Maybe today’s move is finishing a training, checking your systems, following up with a lead, or finally working on your client process. Pick one thing and get it done. The tax pros who feel ready in January are putting in the work now. What’s one thing you’re doing today to get ready for tax season?

If your business and your follow-ups are still being done manually, it’s time to simplify your systems. You don’t need anything complicated, you need a simple automation flow and a lead generator that can keep working, even when you’re off the clock or on vacation. That’s exactly how I’ve set up my business. My systems keep working, even when I’m not. I’m opening this offer to ONLY 5 credit repair business owners for just $130. I will: ✨ Install the snapshot directly into your GHL ✨ Work with 1:1 with you ✨ Show you exactly how to use your new system I’m only opening this to five people, so if you’re serious about getting your backend together, this is your opportunity. Get ready now before the season gets hectic If you’re READY, drop READY in the comments and let’s get you automated.

Who needs help getting their tax office systems and automations set up? 👇🏾 Client onboarding, follow-ups, appointment reminders, document collection, CRM workflows, emails/texts… ALL of it can be automated. Drop a “SYSTEMS” in the comments if your tax office needs some automation love! 🚀💻

Your Clients Can check the status of their refunds! I ADD THESE TOTHE WEBSITES, EMAILS & REFER THEM HERE FOR QUESTIONS!! IT HAS REAL TIME UPDATES, THEY CAN WEAR THIS MF OUTTT! Put these on your websites and emails SBTPG: https://taxpayer.sbtpg.com/ Refund Advantage: https://www.refund-advantage.com/direct/#/taxpayer/checkappstatus EPS: https://www.epsfinancial.net/direct/#/taxpayer/checkappstatus REPUBLIC BANK: https://www.republictaxpayer.com/