Tax Practice Management Master Class
Now registering thru 2023!
Take your practice to the next level!
Tax Practice Management expert, Demi Woodson, has over 33 years of experience in managing and growing successful tax practices and she is pulling back the curtain and showing you how it's done!

Be a part of the experience as Demi teaches you how to map out your journey to a successful tax practice where you are earning more, under less stress and happier than you've ever been in your career.

This 8-week master class will teach you:

  • How to analyze where you are and where you want to go to build your personal roadmap 
  • How to set yourself apart from your competition with knowledge and expertise 
  • How to add value and services to create year-round income and stabilize the peaks and valleys of a seasonal industry
  • How to decide where to set up your business and understand the benefits and pitfalls of your options
  • How to set your fees to attract your ideal client so you are working smarter, not harder
  • How to find new clients without a million dollar marketing budget
  • How to set up your processes and procedures to keep you compliant, efficient and profitable
  • How and when to build a team to expand your practice
  • How to keep the preparation process streamlined to ensure you don't let anything fall through the cracks
  • How to keep your office and your client's private information safe.


  • 8-weeks of on-demand Zoom trainings - guided training to show you what steps to take next
  • Weekly Zoom Q&A Sessions - individualized help in implementing new processes and procedures
  • Recordings - you will receive a copy of the unedited recordings at the end of the master class
  • Online Toolbox - over 45 years of forms, client handouts and tools so you don't have to recreate the wheel
  • One-on-one consultation - talk about you and your practice and how to take it to the next level

Class Sessions

Indicate your class session using the Team Name listed above the dates and time schedule that works best for you. Please note there are Friday morning AND afternoon sessions, as well as Saturday afternoon sessions available.

On-demand trainings released on Sunday.

Trail Blazers

August 18, 2023 - October 6, 2023

Zoom Class - Friday mornings at 9am PST


A-Team

August 26, 2023 - October 14, 2023

Zoom Class - Saturday afternoon at 1pm PST


Dream Team

September 22, 2023 - November 10, 2023

Zoom Class - Friday afternoons at 1pm PST


Gladiators

October 21, 2023 - December 23, 2023

Zoom Class - Saturday afternoon at 1pm PST

(no class on November 11th AND 25th)


Warriors

October 27, 2023 - December 22, 2023

Zoom Class - Friday mornings at 9am PST

(no class on November 24th)


Contact information

Billing address

1.REGISTRATION AND PAYMENT
Submission of an online registration is regarded as a firm booking and acceptance of these terms and conditions, however the booking will not be confirmed until full payment has been received. Payment in full must be received at time of registration. In the event that full payment is not received by then, the registrant will be refused entry to the conference. We accept payment by PayPal, Visa, MasterCard and American Express.
2.PRIVACY
The personal information supplied in connection with this booking will be held by Horizon Planning, DBA Beyond 415 Tax Coaching, as a record of attendees and parties expressing interest. By registering for this conference the parties concerned are agreeing that the conference organizers may use that personal information to contact them by email, direct mail, telephone or fax, in order to supply information relevant to this conference, or about other conferences, events and opportunities that the organizers are planning and feel may be of interest to them. The organizers will not share this information with its partners and event sponsors
3.CANCELLATION
3.1. Any registrant wishing to cancel their booking must notify Beyond 415 Tax Coaching in writing. Cancellation charges will apply as follows:
-Up to 10 weeks before the event starts: 20% of the registrant fee
-Up to 4 weeks before the event starts: 50% of the registrant fee
-Less than 4 weeks before the event starts: 100% of the registrant fee
-Non-arrivals are liable for 100% of the registrant fee
3.2. In the unlikely event of the program being cancelled by the organizer, a full refund will be made. Liability will be limited to the amount of the fee paid by the registrant and there will not be any additional liability to Horizon Planning, DBA Beyond 415 Tax Coaching, event hosts or any other individual associated with the event organization.
3.3. In the event that the conference cannot be held or is postponed due to events beyond the control of the conference organizers (force majeure) or due to events which are not attributable to wrongful intent or gross negligence of the conference organizers, liability will be limited to the amount of the fee paid by the registrant and there will not be any additional liability to Horizon Planning, DBA Beyond 415 Tax Coaching, event hosts or any other individual associated with the event organization. Under these circumstances, the conference organizers reserve the right to refund the fees paid minus a 25% administration fee.
4.SUBSTITUTIONS
If you wish to substitute a registrant, you must notify Horizon Planning, DBA Beyond 415 Tax Coaching in writing at the earliest opportunity and at least 24 hours before the event begins.
5.CHANGES AND POSTPONMENT
Horizon Planning, DBA Beyond 415 Tax Coaching reserves the right to make alterations to the conference program, venue and timings at any time. In the event of it being found necessary, for whatever reason, that the conference is being postponed or the dates being changed, the organizers shall not be liable for any expenditure, damage or loss incurred by the registrant. If by re-arrangement or postponement the event can take place, the booking between the registrant and the organizers shall remain in force and will be subject to the cancellation schedule above.
6.LIABILITY
Views expressed by speakers, sponsors and/or exhibitors are their own. Horizon Planning, DBA Beyond 415 Tax Coaching cannot accept liability for any advice given, or views expressed, by any speaker, sponsor and/or exhibitor at the conference or in any material provided to registrants. In addition, Horizon Planning, DBA Beyond 415 Tax Coaching shall not be responsible or liable for any direct or indirect loss or damage of any sort incurred as the result of the services or information provided in connection with the event.
7.INSURANCE
It is the responsibility of the registrant to arrange appropriate insurance cover in connection with their attendance at the conference. Horizon Planning, DBA Beyond 415 Tax Coaching cannot be held liable for any loss, liability or damage to personal property.
8.PHOTOS & FILMING
For promotional purposes, photos and video recordings will be taken during the conference. Registrants who do not wish to be filmed or recorded should advise the organizers in writing prior to the event.
9.WEBSITE & LINKS
The conference and associated Horizon Planning, DBA Beyond 415 Tax Coaching websites may link to other websites and networking tools provided for the convenience of the users. The contents of these websites are maintained by their owners, for which Horizon Planning, DBA Beyond 415 Tax Coaching takes no responsibility. Neither can responsibility be taken for contents of any website linking to this website.
10.GENERAL
We reserve the right at all times to change, amend, add or remove any of the above terms without prior notice. If one or more of the conditions outlined in these Terms & Conditions should be, or become, invalid, the remaining conditions will continue to be valid and apply. These Terms & Conditions apply to all participants of this event, including speakers, sponsors and exhibitors.
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  • Total payment
  • 1xTax Practice Management Master Class$1497
    -+

All prices in USD


FAQ's

     

    Are the Q&A sessions on the same day as the training? 

    No, the trainings are on-demand recordings so you can watch and implement the techniques before we have our Q&A session.


    How far apart should I watch the trainings and attend the Q&A sessions? 

    I recommend having at least 3 days to do the homework from the training session before attending the Q&A session.


    Will this be recorded?

    Yes, we will be recording each of the training sessions and you will get a copy of the unedited recordings.


    When will I get the recordings? 

    You will receive the recordings each week after Q&A session and they will be available for two weeks after the last session.


    How long are the Q&A sessions?

    Each of the Q&A sessions will be about 1-2 hours long depending on how many questions you have. 


    What are the other education events that you are offering? 

    National Tax Summit this summer for in-person training. For info and tickets:   https://beyond415.thrivecart.com/national-tax-summit-2023/


    We also offer individual webinars at various times of the year. For more information, email us at events@beyond415taxcoaching.com


    What if I need more help? 

    We offer a high-level coaching program where we lock arms with you to give you the help you need when you need it to take your business to the next level.

    Having Demi’s support and her as a resource to guide and assist me in dealing with my own practice management issues has far exceeded my expectations. Demi unequivocally pours herself into you to make sure you are getting the BEST support you absolutely need when you need it. 


    She has advised me on everything from logo design & re-branding to employee and client relations and workflow processes. Just about every challenge you experience with a growing practice I have been through in the past year and for the past couple of months, Demara has been lock-step with me guiding and advising me. I cannot express enough how much I appreciate the focused discussions we have each week. Her agenda is completely my agenda. No up sales, just advising and coaching.


    My practice is already more successful having Demi as my practice management and business coach. Demi is absolutely walking in her gift. She is excellent in what she does and her students will absolutely benefit from her gift.


    No matter what your short or long-term goals may be, INVEST IN YOURSELF. You will not regret it!

    Tanisha
       

    I love the hands-on attention, this program provides you. The investment I have made in tax coaching is defiantly helping me to change the direction of my current tax firm operations, to become more efficient and effective, increase revenues, and scale-up. Words can not describe how grateful I am to be a part of this community. If you are wanting to learn about operating a successful tax business and learn the education component to taxes, hands down this is defiantly the program for you. Make the sacrifice and invest in yourself today!
    Alexis Sidney, EA
       

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