To People Who Want To Scale Their Business to 6-Figures...but Can't Get Started

The tax professional had been waiting for ages. Why hadn't the clients called? They had promised...

Then, after hours, days and weeks, suddenly the email:

"I won't need your services for now, but thank you for your time"


With more business owners choosing to use DIY software and apps to take care of their taxes, will software replace the Tax preparer of today?

Was all the education, studying, and keeping up with changing tax laws in vain?...


The sad answer is: Yes. If the tax professionals are not making themselves irreplaceable.

What Tax Professionals Need To Do To Succeed

This means setting themselves apart from just being a human, more expensive version of a bookkeeping app. But how to go about it?


As a tax professional myself, I asked myself those exact questions when those apps and automation came up.


And we know that tax preparers do more than just putting a few receipts together- but do their clients know?


How can we make sure that we're seen as more than just a simple commodity, but a necessary part of our client's business?


There are a lot of different solutions for that and today, I'll share what worked for me.

Who’s Talking?

I’m Dr. Cozette M. White, an acclaimed 6x bestselling author, nationally recognized advisory accountant and tax expert, international speaker, and philanthropist. 


I’m the Founder and CEO of My Financial Home Enterprises, a certified woman-owned small business global financial firm providing comprehensive accounting, tax, and business management services.  


My firm has helped thousands of clients build their own successful companies and realize their dream of running their own mini-empires.  


I’m a resident of Money Matter’s Tax Expert for FOX40.  My media credentials, professionalism, and outgoing personality have allowed me to provide expert advice on tax issues for CBS This Morning, NBC, ABC, and FOX television stations.


I’m a recurring voice to millions making regular appearances in various national media outlets.  In 2017, I was awarded the Lifetime Achievement Award by President Barack Obama.

By Tax Professionals For Tax Professionals

In a nutshell, what I'm about to tell you, is a solution created by a tax professional for a tax professional.


I know how it is to worry about finding clients, doing your work and educating yourself to keep up with the times. What I found is that there are a few easy steps to making it easier to grow your business:

  1. 1
    Properly planning your business goals for the next year and breaking them down the right way.
  2. 2
    Using marketing that works - no all channels are ideal for tax professionals and choosing the wrong medium can cost you thousands of dollars without any return.
  3. 3
    Using the right tools and software to become more efficient and save time to work ON your business rather than IN it.

This might sound too easy...

Because it is. 


Here's a clue: If your clients did what you recommended; will they grow their business?


So, if you also did what an expert recommends, wouldn't you grow, too?


So, I created a set of different tools to help the ambitious tax professional of today to set up their business for tomorrow.


It's what I would have wished for when I started out…

Introducing: The 6-Figure Planner for Tax and Accounting

The 6 Figure Tax Season Planner was created with Tax Preparers in mind.


This 12-month calendar dedicated to planning your tax season. Our planner has marketing, branding, and operating tips.


It is filled with IRS information, budgets, revenue goal calculations, 3 checklists, and much more.


This planner is the Tax Season BIBLE. It will help you prepare for each and every month of the year – not just during tax season!


After all, he who fails to plan is planning to fail. Plan now to scale your business to 6-figures today!


Here's exactly what you're going to get:

  • More than just a planner- a step-by-step guide on what to do when, where and how to grow your business
  • How to calculate your tax season's income the easy way
  • Mobile tax service or store front? Learn what makes the most sense for YOU right now
  • All of the resources needed to begin: Including the basic foundations of a successful tax business
  • How to improve your skills and become irreplaceable to your clients
  • Software every Tax professionals should use
  • How and when to contact the IRS- and what for
  • Form 1040 addresses for tax payers living in 50 states
  • How to effectively plan month by month so you stay on track with your goals
  • The 4 crucial programs to include in your marketing plan
  • The 8 must-have tools for a successful tax professional business- made by tax professionals

How much does it cost?

Imagine having to pay a marketing strategist for that advice- how much would that cost you?


With more businesses going heavy on marketing every day, hourly rates for marketers can be as high as several hundred dollars per hour...

In the 6-figure Planner for Tax and Accounting, I put together the essence of what you need to get started in scaling your business- for less than a woman's haircut:


If this is the kind of scaling advice, you'd like to get your hands on...now you can.

BONUS Buy within the next 72 hours and get The Rise Up Summit Recordings ($297 value)

Want to fill your planner up fast with client appointments? How about having 21 Industry leaders take you by the hand and share with you the EXACT strategies needed to develop your business as professionally as can be?

What’s in there?

Disc 1 - The Power of Networking & Collaborating - Ashley Little

Disc 2 - How to Multiply Your Revenue in Your Business - Nicole Jones Roberts

Disc 3 - Powered by Purpose to Rise! - Dr. Jena L. Bell

Disc 4 - Cash in On Collaborations - Kearny Cherry

Disc 5 - Client Acquisition: What to Shift During Quarantine - Amy Walker

Disc 6 - The 6-Figure Storytelling Formula: 5 Stories You Need to Develop to Profit During These Times - Andy Henriquez

Disc 7 - How to Shift Your Marketing Message & Method to Fit the Moment - Dr. Avis Jones De Weever

Disc 8 - Pivot: Turn Your Knowledge into Profit - Tamara Garrison-Thomas

Disc 9 - Bloom Where You're Planted! - Angelique Talbert

Disc 10 - The Money Space: Creating Your Ultimate Profit Zone - Nikki Klugh

Disc 11 - Being Unapologetically Black - Terri Williams

Disc 12 - How to Generate $100K As A Virtual Information Expert! - Dr. Cheryl Wood

Disc 13 - The Big Bounce Back - Get Your Pivot On! - Dr. Tana M. Session

Disc 14 - Living an Authentic Life - Dorinda Walker

Disc 15 - Elevate - The Courage to Go to The Next Level - Caterina Harris Earl

Disc 16 - 6 Pillars to Building A Highly Profitable Business Online - Zenovia Andrews

Disc 17 - Surviving the Entertainment Industry: The Road to Recovery - Kimberly L. Jones

Disc 18 - The Secret to Breaking the Broke Code - Constance Carter

Disc 19 - Making Money Moves During a Downturn - Dr. Pia Washington

Disc 20 - Today Is My January 1st - Che Brown

Disc 21 - How to Accelerate Your Brand - Pam Perry

Just click the button below and get your 6-figure Planner for Tax and Accounting today AND your Rise Up Summit Recording... For Only $40!

This is perfect for you, if:

  • You want to scale your tax business to 6 figures and need help on how to structure it
  • You want to know how to market your business without having to pay thousands of dollars first
  • You want to get more clients for 2021 with a prove-to-work approach
  • If you want to use strategies that are tailored to YOUR business
  • If you want to learn from someone who has been there and done that- no cookie-cutter one-fits-all marketing solutions
  • You want to make sure you're important to your clients for the next years- make yourself irreplaceable by apps and software programs
  • You want to cut the fluff and get a straight-to-the-point plan to guide you along your journey
  • You don't want just another journal- but a serious tool to help you grow your business
  • You feel confused about the different regulations, what to learn, what to look out for
  • You feel overwhelmed with different marketing solutions and want to know the best channel for you

Act now and get your 6-figure Planner for Tax and Accounting today!

Upsell Page

The Tool Tax Professionals Were Waiting for the Scale Their Business in 2023

WAIT! YOUR TIME-SAVING ORDER IS NOT COMPLETE YET

Congratulations for purchasing the 6-figure Planner for Tax And Accounting including the FREE Rise Up Summit Recording…

You’ve taken an important step towards scaling your business to multiple 6-figures and maintain that despite software programs trying to replace you.

Remember how I spoke about making sure you have the right tools to be as efficient as possible?

You can of course look around for yourself and find the right programs that suit you…

Or you can hear me out and take a look at what I created for you so you won’t have to waste time looking around, comparing tools ( and get a discount on those tools as well).

Here’s a quick overview of what’s including:

Client Tax Organizer (Value $35)

Want to serve your clients faster and more efficiently? They will appreciate your lightning-fast knowledge of their tax returns- without having to look at their folder or software.

You’ll look like the “tax wizard” who’s always on top of things- which tremendously increases your value to your clients.

Earned Income Credit Due Diligence Checklist ($25 value)

Are you ready to have employees and give people a secure job? With opportunity comes responsibility: You want to make sure you and your employees stay compliant with the IRS. This form includes 3 checklists of what to collect from your tax client in certain tax situations, and a notes section.

What happens if you violate this compliance? You can be fined $ 520 immediately!

Use this due diligence list, customize the colors, wording and even add your logo to make it fully your own. Save money, secure your business and brand yourself with one tool.

Secure 100 Tax Clients In 30 Days($35 value)

Ready to make 2021 your most profitable year yet? This guide teaches how to market to your ideal clients and attract them using proven methods that helped me grow to “America’s Tax and Business Strategist”.


With this instant video download you can start getting clients today without having to wait for it to arrive. Hit the ground running in 2021!

The Legal Forms Toolkit For Tax Businesses ($97 value)

Every Tax Preparer that runs a business needs Our Tax Preparer Toolkit!


Save yourself time and money by using those must-have Legal Tax Forms EVERY Tax Office needs.


Your toolkit comes with:

  • Non-Disclosure Agreement
  • General Tax Business Contract
  • Cease & Desist Letter
  • Collection Letter
  • Website Disclaimer

Social Media Calendar($40 value)

Not sure what to even post on social media? You’re not alone. Social media is one of the most powerful FREE tools to attract clients and position yourself as THE expert.

Yet, most business owners give up after a few days or weeks because they run out of content to post or don’t know how to post it best.

This tell-all guide will teach you how to leverage social media for your growth. You’ll get DAILY instructions on what to post.

This is not a cookie-cutter one-fits-all social media calendar. This is a one-of-a-kind guide specifically designed to help Tax & Accounting businesses get clients over engaging social media posts.

No waiting for anything to arrive, get started today with this handy instant download social media content calendar!

Self-Employed Due Diligence ($15 value)

Not just your employees and you have to stay in compliance with the IRS- you have rules to follow with your client’s documents, too!


The IRS has raised the Penalty to $520 per tax return for tax preparers that are not in compliance.

The Self-Employment Due Diligence form helps you stay in compliance with the IRS.

Use this handy, no-brainer form to ask your tax clients questions about their business and collect information from them to prove that their business is real


This form is a MUST HAVE if you work with self-employed tax clients.


Easy-to-track, since all the information is on 2 pages: 1 page as a questionnaire and one page with easy-to check 25 items to collect from your client.

You could easily pay $247 by ordering all of those life-saving tools separately, or…

You Take Advantage Of Our Holiday Special And Get The

The Complete Tax Professional “Peace-Of-Mind” Collection

For $197 Only!

That’s right: Get this all-inclusive tax-business master kit today for only $197

No, I don’t need any of those tools that can protect me from violating the IRS compliance. I know absolutely everything I need and don’t want to save time or money right now.

Copyright 2020-2024 by The Tax Curative Institute