The Rich Off Taxes Builder’s Era Mentorship was created for Tax Professionals who are serious about building a real business inside their Tax Office or Service Bureau.
This mentorship focuses on helping Tax Professionals strengthen their operations improve compliance practices, increase revenue and build a business that can grow year after year.
Inside the Builder’s Era we focus on structure strategy and implementation so your business is built correctly from the inside out.
This is not just about preparing tax returns.
This is about building a business.
The Builder’s Era was designed for Tax Professionals who want more than just learning how to prepare tax returns.
This program is ideal for Tax Professionals who:
Want to grow and strengthen their Tax Office
Are building or expanding a Service Bureau
Want to improve their compliance and due diligence practices
Want better systems processes and structure inside their business
Want strategic guidance to grow their revenue and client base
The Builder’s Era focuses on helping Tax Professionals build businesses that can grow and operate successfully long term.
Many mentorship programs only focus on tax preparation knowledge.
The Builder’s Era focuses on helping you build the foundation that allows your Tax Office or Service Bureau to operate and grow properly.
Inside this mentorship, you will focus on:
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Learn how to build the internal structure your Tax Office or Service Bureau needs to grow and operate efficiently.
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Protect your business by strengthening your documentation processes compliance practices and due diligence procedures.
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Implement systems that help your Tax Office or Service Bureau operate smoothly during and outside of tax season.
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Learn how to identify revenue opportunities grow your client base and expand your Tax Office or Service Bureau.
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Tax laws change every year and it is critical that Tax Professionals stay informed.
Inside the Builder’s Era you will receive education on updated tax laws year after year so your Tax Office or Service Bureau stays compliant and prepared to properly serve your clients.
Builder Rooms are where implementation and strategy take place.
These sessions are designed to help Tax Professionals review real scenarios, improve their business systems and receive guidance on business decisions.
Inside Builder Rooms we focus on:
Strengthening the structure of your Tax Office or Service Bureau
Identifying revenue opportunities inside your business
Improving compliance and documentation practices
Helping Builders stay focused on implementing what they learn
Builder Rooms are designed to move your business forward.
Before entering the Builder’s Era every applicant goes through the Builder Placement Process.
STEP ONE
BUILDER PLACEMENT APPLICATION
Submit your Builder Placement Application along with the required placement deposit.
STEP TWO
BUILDER GROWTH DIAGNOSTIC
After your application has been reviewed, you will receive the Builder Growth Diagnostic.
STEP THREE
STRATEGIC PLACEMENT
Based on your diagnostic results you will be placed into the level that best supports your business growth.
COLLECTIVE
The Collective level focuses on helping Tax Professionals strengthen the foundation of their Tax Office or Service Bureau.
Inside this level members receive
Access to Builder Rooms where strategy and implementation are discussed
Chat participation inside the mentorship community
Replay Vault access for training sessions
MASTERMIND
Mastermind placement includes everything inside the Collective level along with additional strategic support.
Mastermind Builders receive
Priority question submission before Builder Rooms
Hot seat opportunities during sessions
Office hours access for additional support
Post call action trackers to help maintain accountability and implementation
Private monthly mastermind sessions focused on business strategy and growth
ADVISORY
The Advisory level is designed for Builders who want the highest level of business guidance and strategic support.
Advisory placement includes
Everything inside the Collective and Mastermind levels
Additional strategic guidance for business development
Support for Tax Professionals leading larger Tax Offices or expanding Service Bureaus
Between active program cycles Builders enter what we call Maintenance Mode.
During this time members maintain access to:
The Replay Vault
Event discounts
Quarterly planning workbooks
Maintenance Mode allows Builders to continue learning reviewing past sessions and preparing for their next stage of business growth.