
Tax Boss Academy launched in 2020.
Mind Your Tax Business Membership launched in 2022.






The Ultimate Reels Guide: Learn how to create engaging Instagram Reels that capture attention, grow your audience, and position you as a trusted expert.
The Social Media Planner: A done-for-you planning tool that helps you organize your content and maintain a consistent posting schedule without burnout.
Done-For-You Email Sequences: Pre-written email sequences you can use all year long, including:
Year-round nurture emails
Pre-tax season emails
In-season tax emails
Everything you need to stay connected with your audience and clients without starting from a blank page.
Chapter 1: Mental Preparation
Are You Ready For The Next Level
The Mental Shift
Chapter 2: Get Legal
Tax Preparer Credentials
Becoming a Biz Owner
Chapter 3: Planning
Mission Statement
Business Plan
Financial Goals
Chapter 4: Systems
Systems
Standard Operating Procedures (SOPs)
Automation
Chapter 5: Marketing
Target Market
Marketing Message
Social Media
Email & Direct Mail Marketing
Branding
Chapter 6: Building Your Business
Pricing Your Services
Building A Team
Customer Service
Tax Software
This workbook is designed for action-takers who want clarity, structure, and a roadmap they can actually follow.





Because I am closing this chapter for good, the Tax Boss Legacy Bundle closes on Wednesday, 12/31/25 at 11:59 PM ET.
Most items are delivered as downloadable files (Google Drive), so once you download them, they’re yours to keep.
Tax Boss Academy (the course portal) will remain available through 12/31/27 (minimum 24 months of access).
I’ve been getting this a lot. Right now, I’m in a new season, fully focused on serving my current clients (non-tax related).
I may coach again one day, but I will not be teaching how to start a tax business moving forward. That assignment is complete.
I now run an operations company, Kingmaker Operations, where I serve as a fractional COO for small to mid-sized businesses that are preparing to scale, helping founders build structure, systems, and strong execution.
Yes. If you’re looking for COO-level support, send your inquiry to [email protected] and my team will follow up with next steps.
