09/11/2026
LONG POST!!!!
I donāt come into these rooms and say a whole lot because I may not be the most popular EROābut I am one of the most experienced.
Iāve been in the tax industry for 23 years. Iāve been through knock-and-talks, IRS visits, audits, and industry changesāand Iām still here! Iāve also trained hundreds of tax professionals who now have offices of their own.
So, Iām not here to ask you to ājoin a team.ā Iām here to help you elevate.
Before you master the back-end of the tax business, you need to understand how to prepare taxes. You cannot call yourself a preparer if youāre not prepared!
A PREPARER IS PREPARED. Period.
Every tax professional should know how to read, understand, and explain a Form 1040. That knowledge can save your clients time, save you time, protect your business, and possibly save your career.
That is why I created The Prepared Preparer.
Inside this program, we cover:
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Form 1040 preparation
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Tax compliance and due diligence
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Effective client intake
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Reviewing and explaining returns
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Real-life tax scenarios
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Mistakes, corrections, and the questions you may be afraid to ask
One of the most valuable parts of this program is the opportunity to revisit returns you previously prepared but may not have felt completely confident about. Weāll review them together, identify potential mistakes, and help you understand what should have been done differently.
Iāve been doing taxes for 23 years, and I can honestly say that Iāve prepared returns that made me stop, research, ask questions, and double-check my work. Real professionals arenāt afraid to admit when they donāt know somethingāthey make sure they learn it.
This isnāt about popularity. Itās about preparation, compliance, confidence, and becoming a better tax professional.
If youāre ready for real-life training and want to truly understand the work youāre doing, come join The Prepared Preparer
Letās get prepared!