Learn to Attract, Automate, and Close 5-Figure Tax Resolution Cases

4.9/5 star reviews
Thousands of happy customers worldwide
Reliant on low-margin tax prep clients.
No predictable flow of tax-debt leads.
Consultations that end with “I'll think about it.”
Overwhelmed by paperwork and case tracking.
Unsure how to price and package high-ticket services.
Deploy our proven Facebook & YouTube ad funnels.
Automate your pipeline with GetSmart CRM.
Close clients using plug-and-play AI scripts.
Manage cases with simple, repeatable checklists.
Scale revenue through mentorship upsells and SaaS licensing.

Establish your branded authority, pricing, and signature resolution offer with our done-for-you templates.

Deploy free and paid campaigns on Facebook, YouTube, and direct mail to flood your pipeline with qualified tax-debt prospects.

Install our pre-built GetSmart CRM funnels that nurture, schedule, and qualify leads 24/7.

Use ChatGPT-driven scripts and call flows to convert consultations into $10K+ engagements.

Follow our step-by-step checklist to investigate, strategize, and resolve IRS and state tax issues efficiently.

Learn to transition clients into monthly bookkeeping, advisory, and SaaS subscriptions for predictable recurring revenue.

" Within 60 days of implementing the Business in a Box system, I signed three resolution cases worth $41,000 in fees. The automated follow-ups alone pay for the course. "


" I was stuck doing $99 tax returns. Now I'm routinely closing $8-12k retainers and my calendar is packed with qualified leads. "


" The GetSmart framework streamlined everything from lead generation to case completion. It's the blueprint every tax pro needs. "


Brand & Offer Foundations
Establish your branded authority, pricing, and signature resolution offer with our done-for-you templates.

Lead Generation Mastery
Deploy free and paid campaigns on Facebook, YouTube, and direct mail to flood your pipeline with qualified tax-debt prospects.

CRM & Automation
Install our pre-built GetSmart CRM funnels that nurture, schedule, and qualify leads 24/7.

AI-Powered Sales System
Use ChatGPT-driven scripts and call flows to convert consultations into $10K+ engagements.

Resolution Case Workflow
Follow our step-by-step checklist to investigate, strategize, and resolve IRS and state tax issues efficiently.

Upsells & Recurring Revenue
Learn to transition clients into monthly bookkeeping, advisory, and SaaS subscriptions for predictable recurring revenue.

Mentorship & Affiliate Scaling
Plug into GetSmart mentorship, white-label SaaS, and partner programs to scale beyond solo capacity.

Compliance & Ethics
Protect your firm with proven engagement letters, POA protocols, and secure document procedures.

4.9/5 star reviews
Master every stage of the resolution pipeline with our branding-ready, step-by-step training and tool-stack.

Instant access to 40+ bite-sized video lessons and downloadable templates.
White-label marketing funnels, ad creatives, and swipe files.
Membership to our private Tax Resolution Mastermind Community.
Lifetime updates—including new AI tools, scripts, and software integrations.
Today Just

"Best purchase ever!"
" I was stuck doing $99 tax returns. Now I'm routinely closing $8-12k retainers and my calendar is packed with qualified leads. "
Recovered over $50 M in back taxes for clients.
Built a 7-figure resolution firm in under three years.
Featured on CNBC, AccountingWEB, and the IRS Nationwide Tax Forum.
Mentored 1,500+ tax professionals worldwide.
Creator of the highest-rated Tax Resolution Business course online.
Keynote speaker for NATP, NAEA, and state CPA societies.

We want you to find value in our trainings! We offer full refunds within 30 days. With all of our valuable video training, we are confident you WILL love it!

Absolutely. We hand you the exact ad creatives, organic outreach scripts, and follow-up sequences we use to book $200K+ per year in new resolution work.
If you can file a basic tax return, you can succeed here. We walk you through every technical and procedural step of resolution work.
Beyond training, we give you a fully branded funnel, AI sales system, and the option to white-label our SaaS—no other program offers this level of plug-and-play support.
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