09/11/2026
LONG POST!!!!
I don’t come into these rooms and say a whole lot because I may not be the most popular ERO—but I am one of the most experienced.
I’ve been in the tax industry for 23 years. I’ve been through knock-and-talks, IRS visits, audits, and industry changes—and I’m still here! I’ve also trained hundreds of tax professionals who now have offices of their own.
So, I’m not here to ask you to “join a team.” I’m here to help you elevate.
Before you master the back-end of the tax business, you need to understand how to prepare taxes. You cannot call yourself a preparer if you’re not prepared!
A PREPARER IS PREPARED. Period.
Every tax professional should know how to read, understand, and explain a Form 1040. That knowledge can save your clients time, save you time, protect your business, and possibly save your career.
That is why I created The Prepared Preparer.
Inside this program, we cover:
✅ Form 1040 preparation
✅ Tax compliance and due diligence
✅ Effective client intake
✅ Reviewing and explaining returns
✅ Real-life tax scenarios
✅ Mistakes, corrections, and the questions you may be afraid to ask
One of the most valuable parts of this program is the opportunity to revisit returns you previously prepared but may not have felt completely confident about. We’ll review them together, identify potential mistakes, and help you understand what should have been done differently.
I’ve been doing taxes for 23 years, and I can honestly say that I’ve prepared returns that made me stop, research, ask questions, and double-check my work. Real professionals aren’t afraid to admit when they don’t know something—they make sure they learn it.
This isn’t about popularity. It’s about preparation, compliance, confidence, and becoming a better tax professional.
If you’re ready for real-life training and want to truly understand the work you’re doing, come join The Prepared Preparer
Let’s get prepared!
