Our mentorship equips service bureau owners with the leadership skills, proven systems, and strategic support needed to scale confidently and build a thriving, sustainable business.
Access the knowledge and strategies of a mentor who has helped service bureau owners transform their leadership, strengthen their organizations, and build thriving businesses for the future.
Our mentorship equips service bureau owners with the leadership skills, proven systems, and strategic support needed to scale confidently and build a thriving, sustainable business.
Access the knowledge and strategies of a mentor who has helped service bureau owners transform their leadership, strengthen their organizations, and build thriving businesses for the future.
LEVEL UP WITH OSS TAX EXPERIENCE
Where High-Performing Service Bureaus Become Industry Leaders
If you've already established your presence in the tax industry and are ready to take your business to the next level, you're in the right place. The OSS Tax Experience Service Bureau Mentorship is designed for experienced service bureau owners who are committed to scaling their operations, strengthening their leadership, and creating a lasting impact in the industry.
This is more than basic training—it's advanced mentorship, strategic guidance, and proven systems built for professionals who are serious about growth. Gain access to the tools, insights, and support needed to streamline your operations, expand your reach, and lead your organization with confidence.
Whether your goal is to increase revenue, develop stronger systems, or build a business that stands the test of time, our mentorship provides the guidance to help you get there.
Apply today and discover what’s possible when experience meets strategy.
LEVEL UP WITH OSS TAX EXPERIENCE
Where High-Performing Service Bureaus Become Industry Leaders
If you've already established your presence in the tax industry and are ready to take your business to the next level, you're in the right place. The OSS Tax Experience Service Bureau Mentorship is designed for experienced service bureau owners who are committed to scaling their operations, strengthening their leadership, and creating a lasting impact in the industry.
This is more than basic training—it's advanced mentorship, strategic guidance, and proven systems built for professionals who are serious about growth. Gain access to the tools, insights, and support needed to streamline your operations, expand your reach, and lead your organization with confidence.
Whether your goal is to increase revenue, develop stronger systems, or build a business that stands the test of time, our mentorship provides the guidance to help you get there.
Apply today and discover what’s possible when experience meets strategy.
Who This Is For?
This program is specifically designed for tax professionals who:
Already have their EFIN and are operating as a service bureau or working toward it
Have hit a ceiling in their growth and need strategic guidance to break through
Are tired of winging it and ready to run their business like a real CEO
Want to build a team, scale their partner count, and create sustainable recurring revenue
Are committed to showing up, doing the work, and executing — not just learning
If you're brand new to the industry, this is not your starting point — check out our Foundation or Independence Packages first. But if you've been in it and you're ready to go bigger, you belong here.
Who This Is For?
This program is specifically designed for tax professionals who:
Already have their EFIN and are operating as a service bureau or working toward it
Have hit a ceiling in their growth and need strategic guidance to break through
Are tired of winging it and ready to run their business like a real CEO
Want to build a team, scale their partner count, and create sustainable recurring revenue
Are committed to showing up, doing the work, and executing — not just learning
If you're brand new to the industry, this is not your starting point — check out our Foundation or Independence Packages first. But if you've been in it and you're ready to go bigger, you belong here.
BUILT ON EXPERIENCE.
DRIVEN BY RESULTS.
OSS Tax Experience was built on real industry experience—not theory. Our team has spent years helping tax professionals navigate the challenges of launching, managing, and growing successful businesses. From developing efficient systems and strengthening operations to building teams and creating scalable growth strategies, our expertise is rooted in real-world results.
This mentorship was designed for tax professionals who are looking for more than just information—they want a clear roadmap to growth. Whether you're working to expand your service bureau, overcome operational challenges, or accelerate your business development, you'll gain access to proven strategies, expert guidance, and practical insights drawn from years of hands-on industry experience.
Success doesn't come from trial and error alone—it comes from learning proven methods, implementing effective systems, and receiving guidance from professionals who have successfully walked the path before you.
BUILT ON EXPERIENCE.
DRIVEN BY RESULTS.
OSS Tax Experience was built on real industry experience—not theory. Our team has spent years helping tax professionals navigate the challenges of launching, managing, and growing successful businesses. From developing efficient systems and strengthening operations to building teams and creating scalable growth strategies, our expertise is rooted in real-world results.
This mentorship was designed for tax professionals who are looking for more than just information—they want a clear roadmap to growth. Whether you're working to expand your service bureau, overcome operational challenges, or accelerate your business development, you'll gain access to proven strategies, expert guidance, and practical insights drawn from years of hands-on industry experience.
Success doesn't come from trial and error alone—it comes from learning proven methods, implementing effective systems, and receiving guidance from professionals who have successfully walked the path before you.
What You Get Inside The Program
Infrastructure & Setup
Full service bureau buildout support from someone who has done it
Custom website guidance and launch support for your brand
Done-with-you funnel creation for your service bureau offer
Professional business presentation development
Ready-to-use service bureau contract templates
Payroll system setup and access
Systems & Automation
Workflow automation strategy to eliminate manual busywork
Tool recommendations to streamline your operations end-to-end
CRM and pipeline setup so no partner or lead falls through the cracks
Custom link hub setup to centralize your brand online
Marketing & Brand Authority
Full brand identity development — name, positioning, messaging
Facebook and Instagram paid ad strategy and training
Organic social media content guidance that builds real trust
High-converting funnel structure for recruiting and client acquisition
Strategies to increase your digital visibility and credibility
Community & Recruitment
Access to our private service bureau network — connect with others at your level
Complimentary membership in The Elegant Attraction Consulting Circle community
Recruitment frameworks for attracting the right partners to your bureau
Community-building strategies to develop loyalty among your partners
Live Events & Education
Webinar hosting training — how to fill the room and close from the stage
In-person event and seminar planning support
Framework for building your own mentorship or coaching offer
The OSS Tax Experience Business Blueprint — our complete internal guide
Direct Mentorship
One-on-one strategy sessions with CEO Diamond
Accountability check-ins to keep your momentum going
Real talk, real feedback, and real game — no sugarcoating
What You Get Inside The Program
Infrastructure & Setup
Full service bureau buildout support from someone who has done it
Custom website guidance and launch support for your brand
Done-with-you funnel creation for your service bureau offer
Professional business presentation development
Ready-to-use service bureau contract templates
Payroll system setup and access
Systems & Automation
Workflow automation strategy to eliminate manual busywork
Tool recommendations to streamline your operations end-to-end
CRM and pipeline setup so no partner or lead falls through the cracks
Custom link hub setup to centralize your brand online
Marketing & Brand Authority
Full brand identity development — name, positioning, messaging
Facebook and Instagram paid ad strategy and training
Organic social media content guidance that builds real trust
High-converting funnel structure for recruiting and client acquisition
Strategies to increase your digital visibility and credibility
Community & Recruitment
Access to our private service bureau network — connect with others at your level
Complimentary membership in The OSS Tax Experience Circle community
Recruitment frameworks for attracting the right partners to your bureau
Community-building strategies to develop loyalty among your partners
Live Events & Education
Webinar hosting training — how to fill the room and close from the stage
In-person event and seminar planning support
Framework for building your own mentorship or coaching offer
The OSS Tax Experience Business Blueprint — our complete internal guide
Direct Mentorship
One-on-one strategy sessions with CEO Lakisha Joyner
Accountability check-ins to keep your momentum going
Real talk, real feedback, and real game — no sugarcoating
How The Application Process Works
Step 1: Submit Your Application
Fill out the mentorship application so we can learn where you are in your business and where you want to go. This is a real review process — we want to make sure we're the right fit for each other.
Step 2: Discovery Call
If selected, you'll book a call with our team to go deeper on your goals, your current operation, and what success looks like for you. This is also your chance to ask every question you have before you commit.
Step 3: Sign & Secure Your Spot
Once you're accepted and aligned on the investment, you'll sign your agreement and officially become part of the program.
Step 4: Onboarding & Game Plan
Your first session with Lakisha is where we build your roadmap. We assess your current business, identify the gaps, set your 90-day targets, and get to work immediately.
Step 5: Execute, Grow, Lead
You bring the commitment. We bring the strategy, the systems, and the support. Everything from here is about results.
How The Application Process Works
Step 1: Submit Your Application
Fill out the mentorship application so we can learn where you are in your business and where you want to go. This is a real review process — we want to make sure we're the right fit for each other.
Step 2: Discovery Call
If selected, you'll book a call with our team to go deeper on your goals, your current operation, and what success looks like for you. This is also your chance to ask every question you have before you commit.
Step 3: Sign & Secure Your Spot
Once you're accepted and aligned on the investment, you'll sign your agreement and officially become part of the program.
Step 4: Onboarding & Game Plan
Your first session with Lakisha is where we build your roadmap. We assess your current business, identify the gaps, set your 90-day targets, and get to work immediately.
Step 5: Execute, Grow, Lead
You bring the commitment. We bring the strategy, the systems, and the support. Everything from here is about results.
Empowering tax professionals to build profitable businesses and generational wealth.
