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FeaturedĀ Resources
Tax Firm Accelerator-Group Coaching
Join Brad Wooten, CPA, each month for a live, one-hour group coaching session packed with strategies, peer networking, and guided discussions. Walk away with clear action steps to elevate your practice and catch any missed sessions on demand with our full recording library. PLUS - access to the online community with the other firm owners in the coaching group.
$49.00 USD every month +
$19.00 USD setup fee
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
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 firmās requirements or use it as a template for building your own calculator. Please note that this file is provided āas-is,ā without any warranty or guarantee of continued functionality or pricing recommendations. You assume full responsibility for its use and any modifications you make.
$149.00 USD
Other AvailableĀ 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!
$79.00 USD
Your Tax Firm Playbook
Your Tax Firm Playbook is a step-by-step guide to launching, growing, and streamlining your tax firm. Learn proven strategies for marketing, client acquisition, efficient workflows, and automation to save time and scale your practice. Whether you're just starting out or looking to improve your existing firm, this course provides practical insights to help you build a successful, sustainable tax business.
$1,499.00 USD
The Self-Employed Tax Guide
Lower Taxes, Stay Compliant, and Grow Your Business. Learn how to confidently manage your business finances, save on taxes, and build a solid foundation for long-term success with practical, proven strategies designed for self-employed people like you.
$297.00 USD
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.
$750.00 USD
Small Group Coaching - Fall 2025
This coaching starts September 2025. 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
One Day Intensive to Launch Your Firm
Plan and launch your firm to hit $100,000 within one year. This is an 8-Hour, 1-on-1, private coaching session 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.
