Coaching Program

Why This Program?

Are you a tax professional in the early stages of your career, from freshly minted beginners to those with up to three years of experience? If you’re seeking to lay a solid foundation, get structured, and build effective systems that promote growth and revenue, this program is crafted specifically for you. Designed to provide the tools, knowledge, and frameworks necessary to excel, our mentorship helps you attract your ideal clients and set you apart in the competitive tax preparation industry.

This Program is Especially For:

  • New tax professionals seeking guidance on establishing their practice.
  • Those within the first three years of their tax career looking for mentorship and direction.
  • Tax professionals eager to develop a structured, efficient, and profitable business model.

This Program is Not For:

  • Experienced tax professionals well beyond the first three years of practice.
  • Those not ready to commit to a structured 10-week learning and development plan.
  • Individuals looking for a quick fix without investing time into substantial growth.
Read What Clients Are Saying About Dr. Cozette

What You Will Learn

• Office Policies & SOPs – develop comprehensive policies and procedures that ensure operational efficiency and compliance.
• Automation – tailored automation solutions specific to tax preparation, compliance checks, and client management.

• Document Management – Tools to help organize, store and retrieve client documents efficiently. 

• Workflow Designs – workflow mapping to optimize and automate. 

• Marketing Strategies – gain insights into modern marketing techniques tailored for the tax industry to effectively attract and retain your target clientele.

• Business Plan Development – learn how to create a robust business plan that sets clear objectives and growth strategies for your practice.
• Effective Email Sequences – craft compelling email campaigns that engage potential and existing clients, enhancing communication and conversion rates.
• Essential Business Forms: Equip yourself with the necessary forms that streamline client interactions and internal processes.
• Lead Magnets: Design and utilize powerful lead magnets that capture and convert leads into loyal clients.
• Team Building: Build and manage a supportive team that contributes to business success and client satisfaction.
• Audience of One (Niche Selection): focus on identifying and understanding your ideal client to provide tailored and impactful services.

Exclusive Added Bonuses

• Training on Key Tax Forms: Enhance your expertise with detailed training on Schedule C (Profit or Loss from Business), Form 4562 (Depreciation), and Form 8829 (Business Use of Home).
Investment – $1,497

Flexible Payment Options

One-Time Payment

$1,497 Pay in full and save

Buy Now, Pay Later

Choose from Klarna, Affirm, and AfterPay for flexible payment plans.

Flex Payments

$380 down with 4 install payments

Program Timing and Details

Our coaching program is uniquely structured to ensure continuous enrollment.  This allows flexibility to begin your learning journey without waiting for a specific enrollment period.  All meetings will be conducted online via Zoom, providing a convenient and interactive environment for all participants. Upon registration, you will receive a link to access the Zoom sessions, allowing you to connect seamlessly from wherever you are.

What Students Are Saying?

About Dr. Cozette

Dr. Cozette M. White is an acclaimed 10X bestselling author, nationally recognized tax and accounting strategist, international speaker, real estate investor, and philanthropist.

Serving clients for 25 years, Dr. White has been coined “Your Financial Physician” due to her unparalleled ability to empower her clients to ditch debt and develop a plan to create wealth that leaves a secure financial legacy.

Dr. White is My Financial Home Enterprises® award-winning CEO, a certified woman-owned firm providing tax, accounting, and business management services. In 2019, Dr. White founded The Tax Curative Institute® to empower and support tax professionals.  The institution is an IRS-approved continuing education (CE) provider for Enrolled Agents, Credentialed Tax Preparers, and Non-Credentialed Tax Preparers, delivering high-quality educational courses coupled with a powerful, easy-to-use learning platform. 

Dr. White is the resident Money Matter’s Tax Expert for FOX40.   Her excellent media credentials, professionalism, and outgoing personality have allowed her to provide expert advice on tax issues for CBS This Morning, NBC, ABC, and FOX television stations.  She has been featured on numerous radio shows, including Radio One and iHeart radio; she’s a recurring voice to millions, making regular appearances in various national media outlets, including  Black Enterprise,  Forbes, Women of Wealth, Upscale, The Huffington Post,  and countless newspapers across the country.  Presidents Barack Obama and Joesph Biden awarded Dr. White the Lifetime Achievement Award.

Dr. Cozette M. White has been awarded a Doctorate Degree in Philosophy Letters, a Master of Business Administration, and a Bachelor of Science in Accounting. 

Dr. Cozette has been an IRS Tax Practitioner since 1991 and an Electronic Return Originator (ERO) since 2001, and she’s a CTEC Registered Tax Preparer (CRTP). 

She is involved in her community and is a member of Alpha Kappa Alpha Sorority, Inc.; she is a member of the National Association of Black Accountants, National Black MBA Association, and past California Ambassador for the Association of Black Tax Professionals, where she provided mentorship and assistance to other tax professionals alongside other state Ambassadors. 

Ready to Secure Your Future?

This program offers the knowledge, support, and tools you need to transform your practice. If you’re ready to take this step towards professional growth and personal achievement, click below to register. Remember, spaces are limited to ensure personalized attention and effective learning.

Flexible Payment Options

One-Time Payment

$1,497 Pay in full and save

Buy Now, Pay Later

Choose from Klarna, Affirm, and AfterPay for flexible payment plans.

Flex Payments

$380 Down with 4 install payments

Frequently Asked Questions

• This program is designed for tax professionals who want to deepen their expertise, build stronger business systems, etc.

  • The curriculum covers advanced topics in our business pillars: systems, operations, messaging and marketing, team, sales, and leadership.
  • The program spans 10 bi-weekly sessions featuring live classes and exercises. Meetings typically occur on Tuesdays or Wednesdays, according to our calendar availability. Each participant also has access to VOXER for ongoing communication.

Detailed fee information and flexible payment options are available on the registration page.

Dr. White is a respected tax strategist and educator with over 20+ years of experience, committed to enhancing the financial health of her clients.

  • Participants receive exclusive materials, access to special webinars, and personalized feedback.
  • Clients will be equipped with advanced skills in tax strategy and client management, improving professional services and client satisfaction.
  • A stable internet connection and a compatible device for accessing our online platform are necessary.
  • Refunds are available within the program's first week, as detailed in our terms and conditions.
  • Each client completes a comprehensive seven-part assessment at registration to identify specific areas for improvement.
Pay In Full
Buy Now, Pay Later