The Tax Pro Lounge
- Community
- 2 products
Increase Your Technical Knowledge and Grow Your Tax Business!
You're a tax professional, passionate about helping clients and building your business, but the journey to growth can feel overwhelming. Are you finding yourself lost in the complexities of tax preparation or tax law? Do you struggle to balance running your business while mastering the financial nuances that set successful tax professionals apart? You're not alone.
Now, picture this: a business where your financial processes run like a well-oiled machine. You confidently prepare tax returns, manage client accounts with ease, and understand exactly how to grow your revenue while ensuring your operations are in perfect order. Imagine the satisfaction of knowing how to reinvest in yourself and grown your business strategically - all without the guesswork.
You don’t have to figure it out alone. Welcome to The Tax Pro Lounge - a membership community designed specifically for tax professionals like you who are new to the industry or looking to grow their business.
This isn’t just another group; it’s your step-by-step guide to mastering business operations, increasing your tax knowledge and networking with likeminded professionals. Not only that, but you’ll have access to seasoned professionals like Jared R. Rogers, CPA who have over 20+ years of real world industry experience and knowledge.
Membership Benefits
What dose a membership in the Tax Pro Lounge include?
Community Coaching
Inside The Tax Pro Lounge, you’ll find a welcoming community and a treasure trove of knowledge to help you excel. It’s your gateway to becoming a well-rounded tax professional and growing a thriving practice. Whether you’re looking to sharpen your technical expertise, enhance your marketing and sales strategies, or learn how to operate and scale a successful tax practice, this is the place for you.
You’ll gain access to:
Technical Expertise: Stay ahead of the curve with in-depth tutorials led by our resident Licensed Tax Practitioner.
Marketing and Sales Knowledge: Learn proven strategies to attract clients, close deals, and position yourself as a trusted expert in your field.
Practice Operations: From managing daily workflows to handling client communications, we’ll guide you in building a seamless, efficient tax practice.
Practice Growth Strategies: Explore how to scale your business sustainably, diversify your services, and increase your bottom line.
In The Tax Pro Lounge, you’ll find a supportive network of peers and experts who are just as committed to your success as you are. Together, we’ll transform your tax practice into a powerhouse of profitability, expertise, and growth
Access to Online Resources
By becoming a member, you unlock a treasure of online resources that address your tax, bookkeeping, and financial management inquiries. Our ever-expanding online reference repository covers a wide range of topics, including:
What’s a PTIN and how to obtain it?
Picking Your Tax Business Legal Structure
What is an EFIN and why you need it?
Why your tax business needs a separate bank account
Choosing the Right Tax SoftwareAnd so much more...
You’ll also get access to members only topics that can not be found on our main website blog. This ensures that you really get to level up your knowledge and expertise in a way that is only possible through membership in the community.
Monthly Training/ Q&A Sessions
The group hosts monthly training sessions within the group, focusing on essential topics to bolster your skills as a tax professional and business owner. Known as The Tax Pro Help Desk, we’ll cover a new training topic each month. The good news? It’s driven by YOUR questions and topics. So if you want to have someone do a deep dive on something that interests you, all you have to do is ask!
Additionally, through our semi-monthly Tax Pro Clinic Zoom meetings, you get an exclusive chance for one-on-one learning and an open forum to expand your knowledge within a supportive community.
Training sessions may include:
Mastering Tax Preparation Basics
QuickBooks Online for Tax Professionals
Tax Law Updates and Compliance
Building a Marketing Strategy for Your Tax Practice
Sales and Client Onboarding Techniques
Best Practices for Operating a Tax Practice
Advanced Tax Topics
Creating and Pricing Service Packages
Strategies for Practice Growth and Scaling
Networking and Building Referral Partnerships
Access To Courses & Products
Membership also includes access to current courses that are typically only available to the public as a standalone purchase. But as a member, you get access to these products for FREE! Please note that this benefit is subject to change at any time.
Frequently Asked Questions
How is The Tax Pro Lounge different from other membership communities?
The Tax Pro Lounge is specifically designed for tax professionals. Our unique focus on combining technical expertise, marketing, sales, and practice management ensures you get the well-rounded support you need to thrive in the industry.
Will this community help me grow my tax practice?
Yes! The Tax Pro Lounge offers training on marketing, sales, and practice growth strategies tailored for tax professionals. You’ll learn how to attract and retain clients, streamline operations, and scale your business sustainably.
Is this community suitable for someone just starting out in the tax industry?
Absolutely! The Tax Pro Lounge is designed with new tax professionals in mind. Whether you’re building your skills from scratch or navigating the challenges of starting your practice, we provide step-by-step guidance, resources, and support to help you succeed.
What kind of support will I receive as a member?
As a member, you’ll have access to expert-led tutorials, interactive Q&A sessions, and a supportive community of like-minded professionals. We’re here to answer your questions, share resources, and guide you every step of the way.
Am I stuck in a contract, or can I cancel when I’m ready?
You have complete flexibility to cancel your membership at any time. Simply reach out to us to request cancellation. We kindly ask for a (7) day notice before your next monthly renewal date to process your request.
Please note that the rate you’re currently paying will remain locked in for the duration of your membership.
If you choose to cancel and rejoin later, future renewals will be subject to the current membership price at that time. This ensures you maintain control over your membership while staying informed about any pricing updates.
Meet Your Lead Instructor
Jared R. Rogers, CPA
Jared is a veteran tax professional, seasoned marketer, speaker, content creator and Illinois-licensed Certified Public Accountant. He currently serves as the CEO of the Chicago-based financial services firm, Wilson Rogers & Company.
He is also the published author of three books – The Real Estate Brokers Little Black Tax Book, How to Slash Your Taxes Legally & Ethically, and Pathways to Wealth – A Common Sense Guide to Personal Money Management & Lifestyle Techniques.
Prior to his current role, he spent 13 years in the finance function of several major companies including Hyatt Hotels, PepsiCo, Robert Bosch and KPMG LLP.
Ready To Join Us? Click Below!
- $79/mo or $869/yr
Tax Pro Essentials
- Includes 2 additional products