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We work best with tax professionals who plan on staying in business for another 15 years and are looking to reinvent their practice. Our best clients have no more than 3 partners.
We offer a number of different programs from Do it Yourself to Tailored Coaching to fit any business owner's budget.
CPAs and tax professionals that enjoy only doing tax compliance work, don't service small business owners, or are resistant to changing their current business model.
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