Store
Community
Accelerator Community
An online community dedicated to tax firm owners (and aspiring tax firm owners) just like you. Ask questions, exchange ideas, and connect with each other in order to accelerate the growth and enjoyment of your firm. It's not fancy, just a place to continue to learn and grow together.
Free
Accelerator Community + Monthly Calls
Join Brad and other tax firm owners once a month for video calls focused on strategies, processes, peer networking, and accountability. Plus, access the online community anytime to engage with other firm owners. You also get instant access to recordings of past video calls.
$50.00 USD every month
Accelerator Community + Weekly Calls
Join Brad and other tax firm owners every week for video calls focused on strategies, processes, peer networking, and accountability. Plus, access the online community anytime to engage with other firm owners. You also get instant access to recordings of past video calls. Plus 1 bonus call every month: The Monthly Accelerator Community video call is also included with this membership.
$150.00 USD every month
Coaching
90 Minutes to Get Un-Stuck
This is a 90-minute, 1-on-1, private coaching call with Brad. We will identify where you are now, where you are stuck, and what your next step is? This coaching session will get you unstuck and moving towards the firm of your dreams. We'll identify the core issue holding you back and develop a plan to resolve it within 30 days.
$1,000.00 USD
Small Group Coaching - June 2026-Sept 2026
This coaching starts June 2026. Join Brad Wooten, CPA, in a small cohort of 5 for two live, deep-dive sessions each month covering topics from finding clients and closing sales, to workflow templates and automations, how to confidently finalize tax returns, and more. See "behind the scenes" what it takes to run a solo practice so that you can take your firm to next level. Also get 4 tax return reviews to collaborate on tax strategy and gain confidence in preparing tax returns.
4 monthly payments of $500.00 USD
Two Day Intensive to Launch Your Firm
Plan and launch your firm to hit $100,000 within one year. This is two 7-Hour, 1-on-1, private coaching sessions with Brad to design and launch your firm. You also get access to other courses, guides, tools, templates, and more. There are virtual or in person options available.
2 monthly payments of $5,000.00 USD
Tools & Resources
Your Tax Firm, Your Way
Your Tax Firm, Your Way is a practical, interactive PDF startup guide coaching you through every step of launching and growing your own tax practice. Packed with reflection prompts, real-world examples, and hands-on exercises - from defining your niche and pricing services to branding, automation, and a 90-day growth plan - this guide gives you the tools to build a firm that fits your unique vision. Grab your copy today!
$99.00 USD
1040 Tax Prep Fee Calculator
This Excel workbook is designed to streamline your 1040 individual tax return pricing process. You can tailor every element to fit your firm’s requirements or use it as a template for building your own calculator. Please note that this file is provided “as-is,” without any warranty or guarantee of continued functionality or pricing recommendations. You assume full responsibility for its use and any modifications you make.
$200.00 USD
Biz Tax Prep, BK, & Payroll Fees Calculator
This Excel workbook is designed to assist you in the pricing process for business tax prep, bookkeeping, and payroll services. You can tailor every element to fit your firm’s requirements or use it as a template for building your own calculator. Please note that this file is provided “as-is,” without any warranty or guarantee of continued functionality or pricing recommendations. You assume full responsibility for its use and any modifications you make.
$200.00 USD
Inside the Owner’s Financials (& Mind)
Do you want to see six years of real tax firm financials? Every major purchase, what worked, what failed, and how I think about cash flow today? This is a behind the scenes opportunity for tax firm owners who want more than generic advice. You’ll get immediate access to a complete breakdown of my financial statements from year 1 through year 7, including income statements, balance sheets, owner distributions, and detailed spending decisions. I’ll show you what I bought, why I bought it, whether it paid off, and whether I would recommend it now. Then, every month, I’ll add a new video reviewing the prior month’s financials plus my current cash flow forecast for the rest of the year. I also post occasional bonus videos with candid, nonpublic opinions on software, people, and topics in our industry. If you want to see the financial details behind running a tax firm, including the decisions behind the numbers, plus my honest, nonpublic opinions about our industry, this membership is perfect for you.
$10.00 USD every month +
$89.00 USD setup fee
Tax Firm Essentials: The 5 Pillars of Success
This on-demand video course gives you the essential building blocks to grow a profitable tax firm from the ground up. You'll master 5 key areas: confidence, service offerings, pricing, client acquisition, and tech stack. Designed for tax pros in years 0-5, it’s a practical, streamlined guide to help you launch or grow a multi-six figure practice with focus and clarity. Perfect for:- New tax firm owners ready to launch - Stagnant firms under $200K revenue - CPAs, EAs, and other tax pros looking to scale with clarity - Busy professionals who want the executive summary
$200.00 USD
Tax Firm Starter Pack
Total value (if purchased separately) = $1,049Included in this bundle: - Your Tax Firm, Your Way Workbook (more info)- 1040 Pricing Calculator (more info)- Business Tax Return, Bk, Payroll Pricing Calculator (more info)- 5 Pillars of Success On Demand Video Course (more info)- The Self-Employed Tax Guide On Demand Video Course (more info)- 6 months access to the Tax Firm Accelerator Community (more info)- Attract and Land more clients workbook- Business Start-up Checklist
$700.00 USD
Free Stuff
Attract and Land More Clients
Do you want to attract and land more clients? I faced this same challenge and I found a framework that works. I have a steady stream of new clients reaching out to hire me. You can too if you use the same process I did.
Free
Business Start-Up Checklist
Are you starting a business? You should start here. This free checklist will help you think through everything you need to start a business. Start with why, define success, do a SWOT, test your idea, branding, legal structure, and opening your doors. Find it all in this free checklist.
Free
One Big Beautiful Bill (OB3) Update August 1, 2025
Join Brad for an update and discussion on the One Big Beautiful Bill (OB3) that was passed into law on July 4, 2025. We'll focus on 2025 changes and answering questions about the new law. This is a recording of a live webinar hosted in August 2025.
