Master the Tax Basics That Build Bosses — Confidence, Compliance & Profitability Start Here.
The Tax Basics Cohort was built for Tax Pros, EROs & Service Bureaus who want solid systems — not seasonal stress.
THE WHY — LET’S BE REAL
You’re not lost — you’re just missing structure.
Every tax season brings new surprises — audit letters, rejections, updates that hit too late.
You’re not lazy or behind; you’re just running a business without a real system.
Tired of making the same mistakes every season?
Tired of training new preparers from scratch?
Tired of watching other offices scale while you’re still catching up?
Let’s fix the foundation once — so you can focus on the growth forever.
WHO THIS IS FOR
You Belong Here If You’re Ready to Level Up Your Tax Game
Tax Pro Energy
You’re ready to stop just filing returns and start running a real business.
ERO Energy
You’ve got (or you’re about to get) your EFIN and you’re ready to lead a team with confidence.
Tax Pro Energy
You’re ready to stop just filing returns and start running a real business.
Service Bureau Energy
You’re building something bigger — and you want your offices compliant, profitable, and documented.
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
WHAT YOU’LL LEARN
The Six Pillars of a Scalable Tax Business
SB Flow & Retention
Keep your clients and preparers for the long run
Tech & Automation
Work smarter with systems that move money and data for you.
Strategic Partnerships
Build relationships that multiply revenue.
Marketing & Branding
Attract the right clients without the runaround.
Financial Management
Know your numbers, keep your profit.
Expertise & Education
Stay IRS-ready and industry-relevant.
Build Your Foundation. Grow Your Firm. Scale With Confidence.
The Sector’s Open Office x TGP CRM — where knowledge meets systems and tax professionals become CEOs.
THE SECTOR OF COLLECTIVES © 2025
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