Making Boss Moves Coaching

Boss Up Coaching Program

The Boss Up Move – $1997

Ready to scale your tax business, boost your revenue, and step fully into your power as a tax industry leader? The Boss Up Move is the ultimate coaching experience for ambitious tax professionals who are ready to take their business from surviving to thriving.

This comprehensive 6-month coaching is designed to equip you with advanced tax knowledge, high-level business strategies, and the systems you need to scale like a true boss. Whether you're a solo preparer or leading a growing team, this is the blueprint to go from tax preparer to Taxpreneur.

What You’ll Get:

✅ Tax Software Access – Use of TaxSlayer or OLT software is required

✅ 6-Month Tax Training – Master advanced tax strategies and learn proven methods for sustainable business growth

✅ Software Training for You & Your Team – Get everyone onboard and up to speed fast

✅ 1-Year Full Access to ALL trainings and digital products (no extra charge!)

✅ Weekly Tax Season Huddles + Live Q&A Sessions

✅ Business Formation Guidance – Learn how to set up and structure your business the right way

✅ Standard Operating Procedures (SOPs) + Workflow Automations

✅ Backend Office Organization – Create a streamlined, professional office setup

✅ Office Procedures Blueprint – Build a high-functioning daily operation

✅ Create In-House Training Programs – Onboard and train your staff like a pro

✅ Learn How to Hire Tax Pros & Admin Staff

✅ Marketing & Sales Mastery – Position and promote your business for serious growth

✅ WISP Creation Assistance – Stay compliant and prepared

✅ Office Compliance & Due Diligence Training – Meet IRS requirements with confidence

✅ Full 1-Year Support from Our Expert Team

✅ Join an Exclusive Network of thriving tax professionals for ongoing support and collaboration

✅ Bank Loan Options for First-Year EFIN Holders

✅ Bank Product Access & Revenue Opportunities

💎 Want to Boss All the Way Up?

Upgrade to Co-Branded Tax Software with the option to Resell & Earn – Only $497

This isn’t just coaching. It’s your next level.

Let’s scale your business. Let’s build your legacy.

It’s time to BOSS UP!