The Executive Touch

The Executive Touch Calling all EAs, CPAs, and Tax Attorneys: Position yourself as a trusted advisor. You are not alone in this journey, welcome to The Executive Touch.

Pick your seat in the boardroom.The Executive Touch now has three membership levels, so you can choose the amount of acc...
09/16/2026

Pick your seat in the boardroom.

The Executive Touch now has three membership levels, so you can choose the amount of access that matches where your firm is headed.

Entry-Level — $200/month
Weekly Power Hours on representation and planning, monthly board meetings on firm growth, the full community platform, a forum to workshop your toughest cases, EA courses with up to 10 CE credits, ready-to-use templates and workpapers, and a directory of 100+ professionals and strategic partners.

Senior Management — $500/month
Everything in Entry-Level, plus Level Up Quest (a weekly 90-minute sprint on Thursdays), biweekly strategy sessions with James Foo, your fractional Chief Marketing Officer / Chief AI Officer, a rolling 90-day action plan run in two-week sprints, and hands-on help putting AI and marketing to work in your firm.

C-Suite — $1,000/month
Everything in Senior Management, plus up to 10 hours a month with James Foo (up to 6 of them on hands-on implementation), weekly one-hour strategy calls, and direct text access to Angie with a 24 to 48 hour response.

Not sure which seat is yours? Reach out and we'll help you choose.

We’re excited to welcome Wanda Ruiz, MEM — Coach | Mentor | Business Growth Strategist — to speak at The Executive Touch...
09/15/2025

We’re excited to welcome Wanda Ruiz, MEM — Coach | Mentor | Business Growth Strategist — to speak at The Executive Touch Board Meeting this month! 🎉

In this session, she’ll guide us through:

✨ The Foundational Steps to Scale to Your First (or Next) Six-Figure Year— focusing on offers, positioning, marketing, and sales.

This month, you’ll leave with clarity on how to position yourself, refine your offers, and implement a marketing & sales approach that works—without extra complexity.

📣 Comment “Executive” to receive a link to a 30-day trial to experience the community

👤 Follow me and tap the 🔔 to stay connected and receive the best insights for tax pros

📥 Got a question or tricky case? Comment below or message me — let’s tackle it together

Unpacking the new Trump AccountsTrump Accounts are essentially traditional IRAs with special provisions for under-18 ben...
09/08/2025

Unpacking the new Trump Accounts

Trump Accounts are essentially traditional IRAs with special provisions for under-18 beneficiaries. They start with $1,000 of free federal money for eligible newborns (2025–2028), and allow up to $5,000 in annual contributions starting in 2026.

I prioritize other types of accounts that offer more control, but this is good information to know as a tax advisor.

Would you recommend them? What are your thoughts about Trump Accounts?

Comment of DM "TA" to get the link to the article I wrote about it

This is where we tackle real client scenarios, share strategies that are working in our practices, and walk away with ac...
09/02/2025

This is where we tackle real client scenarios, share strategies that are working in our practices, and walk away with actionable steps we can implement immediately.

The lessons we discuss focus on sharpening our craft, solving problems more efficiently, and expanding our practices together.

If you’re a tax pro looking for that kind of support, I invite you to join us.

We’ve opened a 30-Day Trial, so you can experience firsthand what it’s like to have this level of accountability and insight at your fingertips.

📣 Comment “Executive” to receive a 30-Day Free Trial to experience the community.
✍🏽 Follow me, Angie M. Toney, and tap the 🔔 to stay connected and receive the best insights for tax pros
📥 Got a question or tricky case? Comment below or message me — let’s tackle it together.

08/26/2025

One of the greatest lessons I’ve learned in this industry is that no one builds a thriving practice alone.

When you’re surrounded by like-minded professionals—people who can hold you accountable, challenge your thinking, or simply listen when you need to vent—you gain more than support.

You gain perspective, clarity, and solutions that help you move forward with confidence.

That’s why I’m so grateful for the powerful conversations we’ve had in our Power Hours and at our recent Board Meetings (special mention to our past month's special guests; Lee Johnson & Antonio Glenn, Esq.)

Every session reminds me why I started The Executive Touch: to create a space where tax professionals can sharpen their skills, solve real client challenges, and grow together.

Now, we’re opening our doors to more professionals who are ready to step into the next chapter of their careers.

If you’re an EA, CPA, or JD who’s been thinking about transitioning into tax representation and want to experience the accountability, resources, and support of our community…

We’ve launched a special 30-Day Trial so you can see the difference for yourself.

DM us “Executive”, and we’ll send you the details.

____________________________

I’m Angie T — Founder of The Executive Touch, and if you're interested in coaching for representation work and/or tax planning, we're open for you!

Ready to retain long-term clients, confidently handle complex cases, and grow your reputation in tax representation? You’re in the right place.

📣 DM us “Executive” to secure your slot in our 30-Day Free Trial into the community!
👤 Like our page so you never miss strategies that will move the needle for your business or practice.
📥 Got a question or tricky case? Comment below or message us — let’s tackle it together.

Let’s elevate the game for tax pros everywhere.

Address

13873 Park Center Place, Suite 353
Herndon, VA
20171

Opening Hours

Monday 3pm - 5pm
Tuesday 3pm - 7pm
Wednesday 3pm - 7pm
Thursday 3pm - 7pm
Friday 1pm - 7pm
Sunday 12pm - 5pm

Telephone

+17039725777

Website

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