The CEO Mindset – Shift from tax preparer to business owner.
Business Formation & Legal Setup – Protect your business & stay compliant.
Pricing & Profit Strategies – Stop undercharging and start scaling.
Automation & Systems – Learn how to run your firm without burning out.
Recruiting & Training – Build a dream team that works for you.
Marketing & Client Growth – Attract high-value clients on autopilot.
Exclusive Resources & Templates – Plug-and-play documents to save time.
This is your blueprint to becoming the BOSS of your own tax firm.
This isn’t for everyone. It’s for action-takers, future CEOs, and those who refuse to settle.
Limited Spots Available! Secure your access today and start leading like a true CEO.
Enroll Now & Take Control of Your Future!
Proven Success Strategies
Learn what actually works, not just theory.
Direct Access to Blu
Get personal insights & guidance from a tax industry expert.
Step-by-Step Execution
No fluff, just real strategies you can implement.
Community of Like-Minded CEOs
Network with others who are scaling up.
Everything you need to know about our mentorships, tax software, and digital products—clear, simple, and to the point.
This mentorship is designed for tax professionals who wants to run their own tax firm as an ERO/EFIN holder. You will learn how to:
Setup and manage your tax firm legally and professionally.
Obtain and maintain your EFIN (Electronic Filing Identification Number)
Implement systems for smooth tax season operations
Market your firm to attract and retain clients year-round
Maximize revenue by offering additional-tax related services.
This program is for tax professionals who wants to be in full control of their own tax firm instead of working under someone else. if you are ready to own your own EFIN, manage your business, and build a profitable tax firm, this is for you.
Step-by-step guidance on setting up and running a tax firm as an ERO/EFIN application process ( Additionally $150 if you do not have one yet)
Training on compliance and IRS regulation to keep your firm in good standing
Blueprint for structuring your business legally
Marketing strategies to bring in clients and establish your brand
Pricing structure and profit strategies to maximize your earnings
How to do payroll for yourself and employees if you choose to hire
Support and accountability to ensure you implement what you learn
As an ERO/EFIN holder, you own your tax firm, which means you can:
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