Help Clients Way Better and
Earn Way More Money for Yourself by
Mastering Business Tax Work
YES YOU CAN Learn to Provide Elite-Level Service to Advanced Schedule C, C Corporation, S Corporation, and LLC Tax Clients. It's Totally Doable, If You Have Expert Teachers Who Care About Your Success. We Want To Be Those Teachers for You!
We're Here to Give You What We Wish We Had: a Way to Learn Business Tax Work that's Faster, Less Painful, and More Fun.
Your friend and colleague Andy Frye here, Founder & CEO of Pronto Tax School, Inc., a working tax professional just like you.
I am humbly asking your permission to talk about some stuff right that might make us a bit uncomfortable, but we really need to think about it, because it frequently hurts our clients and it frequently hurts us, as tax professionals...
That feeling in the pit of your stomach...ugh, just thinking about that feeling hurts.
You're speaking with a business client that's beyond your "basic Schedule C" variety.
A client who wants to grow.
Who wants to grow with you.
The type of client that pays $2,000 - $20,000 per year to her tax professional. Sometimes more. Often more.
But just one little problem:
You're not confident that you can help this client with her tax needs.
You don't want to hurt this client. By making mistakes. By not knowing how to handle something and then the client hears from a friend that you messed something up.
The client senses that you're not quite confident, and the client cuts the conversation short.
It was "nice meeting you," the client says, and then the client is gone.
Gone to another tax pro who does feel confident working with more advanced business tax clients.
Gone to another tax pro who's going to charge 5x - 10x what you were "hoping" you could charge, and the client will pay it without objecting, because those are the market rates for working with tax pros who feel confident working with business clients.
You might be wondering how I know it feels...that pit in your stomach...the client "smelling" the non-confidence and then transitioning you into "friend mode" with the good old "it was nice meeting you"...
I only know that feeling because I experienced it myself, many times!
When I started out doing more advanced business tax work, I had almost NO TRAINING, and almost NO SUPPORT.
The expenses, pain, and humiliation involved in "learning the hard way" with business tax clients almost broke me.
I met CPA Adam Shay and started doing some research on his efforts to help entrepreneurs with our extensive tax and accounting needs.
I said, "Let me ask this guy Adam if he'll share his business tax knowledge with the rest of us. So that we can help clients way better and make way more money. So that we can have a 'Festivus for the Rest of Us,' like George Costanza said."
So I approached Adam and I said, "Hello, I've been noticing that the demand for small business tax help is going through the roof. But most tax pros, even CPAs, aren't really confident helping small business clients. I noticed that you and your team are pretty awesome at it, could you possibly teach us how to do it?"
To my amazement--because most high-level CPAs had absolutely zero interest in teaching me about business taxes--Adam said, "Sounds good, let's do it."
Turns out Adam himself had felt the same way we have...that pit in your stomach...that terrifying feeling that you don't know what you don't know, and are about to seriously butcher some business taxes and who knows what the consequences of that butchery will be but you're pretty sure that it's not going to be pretty...
Fast forward to four years after from that day I asked Adam to help us, and Adam and I have helped hundreds of tax pros help clients way better and earn way more money for yourself by getting confident in working with business clients.
If you're looking to make the same "leap" we did--from being un-confident to being "best of breed" in helping business tax clients--then you'll want to carefully review this page and consider becoming Business Tax Verified.
With our unique Business Tax Verified Training Program, you can learn in a matter of weeks what in the past has taken tax professionals DECADES to learn (it took me 17 years).
If you're looking to help clients way better, earn way more money for yourself, and change your tax career forever, you're in the right place.
Keep moving down this page to learn what all is included in our Program and how it helps you get these results, and then if you have any further questions before deciding, please feel free to click here to schedule a phone call with me personally, and I'll give you a "no sales pressure" consultation about whether or not mastering business tax work is a good priority for you (it's not the right fit for everyone, and if I don't feel it's a good fit for you, I'll give you my honest opinion).
Thanks for reading up to this point and please review the rest of this page to see what all is included in the Business Tax Verified Training Program with CPA Adam Shay.
If you have any questions after reviewing this page, please feel free to click here to schedule a phone call with me personally.
We take pride in helping our fellow tax professionals because YOU are the ones who help your clients.
What you do MATTERS and WE APPRECIATE YOU!
Founder & CEO, Pronto Tax School, Inc.
Third Generation Tax Business Entrepreneur
Experienced Tax Professional (Enrolled Agent)
Friend to Tax Professionals Everywhere
Who Is this Program For?
What Results Can I Expect From This Program?
Avoid painful, humiliating, and expensive problems.
"Learning on the job" with business tax work is an absolute disaster, both for your clients and for you. You already know this if you've tried to do this kind of work before, without the proper training and support. We accelerate your learning curve big time, which accelerates your earning power big time. Avoiding problems is a major key to success!
Enjoy your work and have fun by providing a consistently superior client experience.
There are certain things you can do, in certain ways, to maximize the value your business tax clients receive from you. Based on our vast experience working with these client groups, we show you the exact techniques to use, to make sure you're delivering a superior client experience. Follow CPA Adam Shay's lead and watch the referrals flow!
Get real clients and make real money.
Business tax clients are everywhere, multiplying like rabbits and desperate for tax and accounting help. We show you the most profitable client groups and give you ways to acquire those clients by saying the right things, to the right people, at the right time, in the right way. Members who put our techniques into practice see results. Marketing and sales gets a lot easier when you have a "starving crowd" of people who actually need your expertise!
Travel faster and farther.
Why spend years "wondering" about business taxes when we can give you the knowledge you need PRONTO? Also achieving excellence in working with business tax clients is not something you take a course and then you're "done." It's a lifelong pursuit and there is always room for improvement. You'll get farther when you travel with friends. Our responsive community and instructors actually care about helping you along your way. This Program isn't just a "go-it-alone" training; it's a community of colleagues and friends that we're building for the long-term.
What Do Our Business Tax Verified Members Say?
Who Teaches this Program?
– Managing Partner, Adam Shay CPA, PLLC
Adam started his tax career as a seasonal tax preparer at a Jackson-Hewitt® franchise in Wilmington, North Carolina.
Within a few months, Adam was promoted to General Manager of the franchisee's six existing offices. Adam then helped the company expand from 6 to 11 office locations over the next five years.
During his time in the "retail" segment of the tax prep business, Adam trained hundreds of tax preparers and supervised the operations of the company out of the main office, processing thousands of tax returns every year.
In January of 2010, Adam struck out to start his own business and, in March of 2010, obtained his CPA license. Adam decided to focus on serving entrepreneurs and business owners and that focus continues today.
Adam Shay CPA, PLLC has now grown to become a premier tax and accounting firm in Southeastern North Carolina, employing a team of six CPAs and 10 support staff team members, and earning widespread respect in the business community with his team's proactive, results-oriented approach.
– Founder and Managing Member at Pro Tax & Accounting
Andrea MacDonald is the Founder and Managing Member at Pro Tax & Accounting, LLC in Chesapeake, Virginia.
She has 20+ years worth of experience in accounting and is a Certified Public Accountant (CPA).
Andrea holds degrees of Bachelor of Science in Business, Master of Science in Accounting, and Master of Business Administration.
Andrea enjoys sharing her hard-earned knowledge with her fellow bookkeepers and tax professionals.
– Founder and Managing Member at Tax Debt Consultants LLC
Carlos is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service.
Carlos founded Tax Debt Consultants LLC, deciding to use his specialized tax knowledge to become an expert in tax resolution & taxes for the self-employed, entrepreneurs, consultants, and small business owners.
As an Enrolled Agent (E.A), his practice focuses on IRS tax problem resolution. He has earned the prestigious Tax Fellow designation and completes dozens of hours of continuing education every year to serve his clients best.
What Will I Get When I Invest In This Program?
Weekly LIVE Zoom Meeting Schedule
How Does the Program Work?
Learn Business Taxes in 30 Days. How?
Eliminate All Risk With Our Rock Solid Guarantee
We RESPECT your hard-earned dollars as our fellow tax professional.
That's why we give you a rock solid money back guarantee where we take all the risk, and you take no risk.
If you don't see the value of this Program within the first 14 days of enrollment, just let us know, and we'll send you a full, prompt refund with no hassle whatsoever. It's just that simple.
This way, you can look at the Program materials for a full 14 days and if you don't feel the Program is a fit for you, no worries. We're only happy if you're happy. We only want to work with you if you want to work with us.
Does that help you feel more confident, knowing that we stand behind our product 100% to make sure you're happy with the incredible value you'll get when you invest in this Program?
Frequently Asked Questions
Here are answers to some frequently asked questions:
This Training Program is different because of three main factors:
1) The real-life experience of the instructors.
2) The entertaining, interactive style of the instruction.
As with any Pronto Tax School product, there is a huge emphasis placed upon being relevant to your real life as a tax pro and not boring.
Absolutely! We want you to have confidence in the decision you make to grow your tax career. Please feel free to click here to schedule a call with Program co-creator, Andy Frye. If Andy's schedule is full, please click here for contact info for our support team and contact support today.
No. You can keep your 1040 clients while you build your business tax clientele. Nevertheless, business clients are different from W-2 clients, and you must take that into consideration as you build and refine your service delivery processes. We show you how that works in the Program.
Adam has a sincere, generous spirit and he wants to see you succeed. Adam himself worked in the retail tax preparation segment and he is highly familiar with the missed opportunities that characterize that segment of the market. The fact that we pay Adam quite handsomely to share his hard-earned knowledge in this Program also helps his motivation! :)
We have numerous CPA Members who have gotten a lot out of this Program, in fact some of our most successful Members were already CPAs before they joined. In particular, the client acquisition and business process training that Adam provides in the Program gives a lot of value for CPAs who are growing your career. Some of our CPA Members even use this Program to train other tax preparers to help them--so that you're not stuck doing all the training yourself, which you don't have time to do!
After providing this Training Program to several hundred Members, we learned two major things about what our Members want and need:
The pricing of the Program, then, to summarize, is $997 for the first 4 weeks, and you can complete the entire Program in 4 weeks if you put in a solid 40 hours of work on the Program.
And then it's $97 per month if you want to continue to access the materials and all the support resources we provide past the 30 day window.
We want to earn your business every month so that you are HAPPY to pay your $97 per month Membership because you're making more money because your business tax skills are growing every day.
In return for your $97 per month Membership payment (which kicks in after the 30 day window), you will receive:
We combine robust self-study materials (PDFs, videos, interactive questions) with WEEKLY live training sessions. We host four live training sessions per month. You'll be able to instantly sign up for those live training events once you sign up for this Program and the sessions are always recorded and placed in your account in case you miss one.
We sure do! Please feel free to Please feel free to click here to schedule a call with Program co-creator, Andy Frye. If Andy's schedule is full, please click here for contact info for our support team and contact support today. Training your team on business taxes is one of the most powerful things you can do in this New Era of Tax and we want to help you do it.
The relentless advance of TurboTax® and other DIY software programs will continue and accelerate. We are anticipating a decline of 20%-50% in the market for "relatively simple" 1040 tax preparation, over the next 3 years. Maybe it won't be as bad as we anticipate. Or, maybe it will be worse. No one has a crystal ball.
However, it doesn't require fortune-telling capabilities to see that any tax pro well-schooled in Schedule C Mastery, C Corporations, S Corporations, and LLCs is going to excel in this New Era of Tax. The math does not lie.
All indicators show that the demand for tax pros well-schooled in the arts of business tax prep & consulting is going nowhere but up--and that demand is going up, fast. Even if you still plan to focus on 1040 clients for now, this Program becomes a cheap way to insure yourself against a very real danger, as more and more of the easy 1040 tax prep work disappears.
The CPA is the most respected credential in America, and we respect CPAs (our course creator Adam is one of them, after all). That being said, many CPAs would love you to keep believing that CPAs are the only tax pros capable of working with business clients. Fortunately for tax pros who are not CPAs (and don't have time to go back to school and get those 150 units of accounting credit, etc.), it is entirely possible to achieve success working with business clients without being a CPA. Many EAs and tax preparers achieve success in working with business clients, and this is happening more and more every day. You do need the training and support to do this kind of work and that is what we provide in this Program. Doing this kind of work without proper training and support is guaranteed to be a disaster for you and your clients. The Business Tax Verified Training Program offers an alternative path to business tax knowledge that is accessible and affordable for all tax professionals.
We respect every tax pro's budget! This is what we call an Advanced or "Return on Investment" (ROI) Training Program. This type of Program requires a tremendous investment of time and resources on our part, in order to help you achieve the results you're seeking.
If you are not planning to do any business tax work, this Program is not worth anything to you, and you definitely should not invest in it!
If you are planning to do business tax work, this Program is extremely inexpensive relative to its value.
It is ridiculously easy to make the math work on this investment in your own personal and professional development.
You only need to do one corporation tax returns at the average price to turn a profit on your investment in this training.
Members who apply this training see profitable returns far in excess of their investment.
This Program is intended for tax pros who are serious about growing their earning power in the New Era of Tax.
If you are looking for low cost, continuing education-style courses, we have those available too, at courses.prontotaxschool.com. This Program is only for tax pros who are prepared to invest in their own success and do the work to dramatically increase your earning power in this New Era of Tax.
Great question! In order for something to be truly right for someone, it must also be not right for someone else.
This Program is not the right fit for you if you're already extremely proficient in corporation and LLC tax work, as demonstrated by the fact that you serve more than 100 corp or LLC tax clients per year, and you earn at least $100,000 per year in fees by serving those clients.
This Program is also not the right fit for you if you are looking for a dry, humorless approach that is more boring than watching paint dry. We strive to keep things entertaining whenever possible.
Also, please only join the Program if you are willing to do the work to go through the Program and learn and advance. We are extremely confident that we will accelerate and enhance your success tremendously by means of this program because that's what we've already done for hundreds of other Members. Nevertheless, YOU are the hero of this story, we are here to guide you and assist you along your path and you must do work on your end to get the best results.
You follow the directions we lay out in the Program, to make sure you're saying the right things, to the right people, at the right times, in the right places--and then you're following through with excellent service for the client!
It's not like business clients are some rare breed. Nowadays, everyone has a business, or is thinking of starting one. So many tax professionals are living in a world of scarcity; trying to "hold onto" that relatively simple W-2 client who sees less and less value in tax preparation every year, and is more than willing to price shop you against any of the other millions of options they have for "getting their taxes done."
Once we help you feel comfortable and confident working with business clients, you will be officially DONE with that scarcity, "barely holding on" way of doing business. Instead, you will be participating in a healthy and rapidly-growing market. Look at the numbers of people going self-employed, numbers don't lie, there are plenty of fish in the sea.
The only scarcity is in tax professionals trained-up to serve these client groups. Are you ready to step up and serve? If so, we can help.
No worries, we understand that leveling up your business tax skills to an elite-level can seem overwhelming.
One option in this situation would be to start with our Schedule C Mastery Program that you see when you click here.
This Schedule C Mastery Program contains much the same material as the first week of the Business Tax Verified Training Program. By focusing on mastering Schedule C clients, the most common of all business structures, you can drive your cash flow within your tax career and make enough money to afford the Business Tax Verified Program.
We also can give you a credit towards the full purchase of the Business Tax Verified Program when you buy the Schedule C Mastery program first.
Have More Questions?
If you've read to this point, it likely means you could be ready to stop "thinking about doing this" and ACTUALLY DO IT.
There is no waiting necessary, you can enroll in the Program and start accessing the materials immediately, and you are 100% protected by our 14 day money back guarantee.
Do you need to talk to someone by phone before you make a decision?
Want IRS CE or CPE for CPAs Credit Hours?
Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Refund / Cancellation Policy: full refund available within 14 days of purchase if you are unsatisfied for any reason.
Complaint Resolution Policy: click here to contact our support team anytime, we resolve any issues amicably and working as a teammate with our valued Members.
IRS-Approved and NASBA-Approved Learning Objectives Here: