60-Minute 1:1 Personalized Coaching Session

Need real answers from someone who actually gets it?

This 60-minute one-on-one call is your chance to ask anything about tax software, running your own tax business, becoming an ERO, service bureau questions, branding your own software — whatever's been on your mind.

This isn’t a structured training or sales pitch — it’s a casual but focused chat where I help you get unstuck, clear, and moving in the right direction.

💬 You bring the questions.

📣 I bring the honest answers, game, and clarity.

Perfect for:

✔️ PTIN holders looking to level up

✔️ EROs figuring out their next move

✔️ Anyone confused about software, fees, or setup

✔️ Tax pros who are tired of guessing and winging it