Store
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.
Free
Tax Firm Essentials: The 5 Pillars of Success
FREE for a limited time. 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
Free
Coaching Options
Tax Firm Accelerator Community
Join Brad and other tax firm owners each month for video calls packed with strategies, peer networking, and guided discussions. Plus, access the online community anytime to engage with other firm owners in the community. You also get instant access to recordings of past video calls.
$20.00 USD every month
One Day Intensive to Launch Your Firm
Plan and launch your firm to hit $100,000 within one year. This is an 7-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.
2 monthly payments of $2,500.00 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.
$500.00 USD
Other 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
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.
$150.00 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
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.
