Whether You're Filing Your First Return
Or Managing Multiple Preparers... Learn The Systems Needed To Grow A Thriving Tax Business
Whether You're Filing Your First Return
Or Managing Multiple Preparers... Learn The Systems Needed To Grow A Thriving Tax Business
JOIN OUR LIVE WEBINAR | EVERY TUESDAY @8PM CST | JOIN OUR LIVE WEBINAR | EVERY TUESDAY @8PM CST
Who Is
This For?
This training is for you if:
You’re at 0–1,500 clients and want to scale to 2,000–5,000+ clients
You’re an ERO trying to build a real team
You’re a Service Bureau trying to recruit more EROs
You’re tired of doing everything yourself
You know you should be making more money than you are
Who Is
This For?
This training is for you if:
You’re at 0–1,500 clients and want to scale to 2,000–5,000+ clients
You’re an ERO trying to build a real team
You’re a Service Bureau trying to recruit more EROs
You’re tired of doing everything yourself
You know you should be making more money than you are
OSS Tax Experience Gives You Everything You Need To Succeed As A Tax Pro And Service Bureau
Tax Software
tax software training
Tax education
Tax Law courses
Payroll setup
Tech support
Bank registration
Client forms
Experienced business coaching
The Blueprint to OSS Tax Experience
Offer tax loans
Tax law updates
Marketing assistance
IRS Due Diligence training
Marketing tools
Business training
Website design
Logo design
Social media training
Business Automation
How to brand your business
One-on-one coaching
IRS registration
EFIN & PTIN set up
How to attract clients online and offline
How to attract over 500 clients
How to attract over 500 tax partners
Group training
Meet The CEO
Lakisha Joyner
Lakisha Joyner is a dedicated leader, mentor, and entrepreneur committed to helping tax professionals build stronger, more profitable businesses. Drawing from years of industry experience, she understands that success in the tax industry goes beyond preparing returns—it requires effective leadership, proven systems, strategic growth, and a clear vision for the future.
Through mentorship, training, and practical business guidance, Lakisha helps tax professionals strengthen their operations, develop scalable processes, and position themselves for long-term success. Her mission is to empower business owners with the tools, confidence, and strategies needed to grow with purpose and lead with excellence.
Ready To Take Your Business To The Next Level?
Gain the guidance, systems, and strategic support needed to grow with confidence, strengthen your leadership, and build a business designed for lasting success.
Do Not Miss The Opportunity
To Learn How To:
Purchase Tax Software
How to grow your Service Bureau to 500 partners
how to grow your tax business to 500 clients
choose a business name and create a logo
register for an E-Service account & apply for an EFIN
Apply for an EIN
Register your business with the state and apply for LLC
open a business bank account
apply for PTIN
purchase education & training
determine office location and business model
apply for business licenses & permits
how to MARKET your tax business online and Offline
review the Tax Security Checklist
obtain business insurance
What office supplies are needed
organize a tax office
create office compliance
train your team members
properly open your office
Market Your Tax Business
Empowering tax professionals to build profitable businesses and generational wealth.
