Attention CPAs, EAs, and Tax, Accounting, & Finance Professionals

How Tax Professionals Increase Firm Profit Without More Clients or Longer Hours

Free 3 Day Live Training Designed for CPAs, EAs, and Tax Professionals — including finance professionals expanding into tax advisory — who want higher margins with less work

Live Feb 17–19 2026 • 7:00 PM ET

Here's what we'll cover:

  • Why most tax firms — and finance professionals offering advisory — stay stuck in low-margin work

  • How to turn the tax or financial advice you already give away for free into a paid, scalable advisory service

  • How tax and finance professionals add advisory or planning revenue without more work

  • How to price higher without client pushback

  • How tax and finance professionals package and price advisory services in the $3K–$10K+ range

  • How to structure your firm so next season is lighter and more profitable

⭐ ⭐ ⭐ ⭐ ⭐ Trusted By 1,300+ Students

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