Is This You?
Empty calendars after April?
Leads slow down and you're stuck waiting for next season.
Doing everything yourself?
Marketing, messaging, documents, follow-ups—it's a lot.
Word-of-mouth stalled?
Referrals are great, but they're not predictable.
Imagine This…
What would change if your office stayed busy in July, September, and November? This book outlines two simple levers most offices ignore—and how to pull them without adding chaos.
What to activate first
If you have no time , start here for maximum impact with minimal effort.
Year-round revenue
How to turn past clients into consistent income without discounts or desperation.
What You'll Discover Inside
âś… Hidden opportunities
Most tax pros overlook these revenue streams sitting right in front of them.
âś… Step-by-step insights
Proven strategies I've used to help thousands of offices grow.
âś… Practical systems
You can apply these techniques right away, no complex setup required.
âś… Year-round growth
Strategies to build loyalty and attract new clients all year long.
Quick Wins You Can Apply Today
The 2 levers top offices lean on
A one‑page checklist to spot the "money on the table" in your current client base.
A plan to generate revenue during slow time
Short copy blocks that get replies (SMS, email, WhatsApp—Spanish & English).
A lightweight system for year-round work
A simple cadence that cuts no‑shows and keeps deals moving forward.
What Other Tax Pros Are Saying
"This opened my eyes. I used the plays and booked 3 new clients in my slow season!"
— Maria G."Clear, simple, bilingual. We implemented the checklist in one afternoon."
— Jose L.Frequently Asked Questions
Do I need to buy any software?
No. The ebook stands alone. Tools are optional; the focus is on the steps that work.
How long is it?
It's short and direct—about a 7‑minute read with quick‑start checklists.
Is there a Spanish version?
Yes—English & Español are included.
Who is this for?
If you're done relying on 3–4 months to survive, this is for you—independent preparers and multi‑office owners alike.