Module 1
Set the baseline and choose the focus
Identify the current constraint, choose a practical focus, and record the facts behind the choice.
Tax Practice Growth Lab | In development
Turn a tax practice plan into a working system.
Tax Practice Growth Lab is designed for a preparer or small-practice owner who already understands return-preparation boundaries. The course applies focused decisions to the offer, client journey, acquisition, service, capacity, and the next 90 days.
The curriculum plan below is complete and the included workbooks are finished. The classroom itself is still being built, so enrollment is not open yet.
Ask about the first cohort Expected launch price $399, enrollment not open
The Launch Kit will be included.
This page does not accept payment or create a learner account. The eight-module classroom, its final curriculum review, and the purchase, refund, and access tests are not complete.
Growth Lab is planned to include the 13-workbook Tax Practice Launch Kit. Lessons will be delivered in the classroom. The workbooks will stay in a private Free Tax School library where they can be downloaded as needed.
See the 13 workbooksPlanned course outline
Eight modules, each tied to an operating decision.
Module 2
Build the offer, scope, and economics
Define client fit, exclusions, pricing assumptions, costs, and review triggers.
Module 3
Build a secure client journey
Map inquiry, intake, documents, interviews, review, signatures, payment, delivery, and retention.
Module 4
Build the acquisition system
Choose permitted channels, assign weekly tests, and measure what happens.
Module 5
Improve qualification and onboarding
Set consistent fit questions, handoffs, records, and stop points.
Module 6
Earn retention and referrals
Create a service process that supports honest follow-up without conditional reviews or outcome claims.
Module 7
Manage capacity, people, and automation
Plan workload, review time, access, vendor checks, and escalation boundaries.
Module 8
Run the next 90 days
Choose the sequence, owners, measurements, and review dates for a controlled implementation.
Who this is for
Bring a real practice decision to every module.
Growth Lab is for preparers and small-practice owners who want a clearer offer, a documented client process, a measured marketing routine, and a workable capacity plan. It is not a tax-return preparation course.
The course does not replace supervision, state requirements, legal advice, tax advice, or review of the systems used by the practice. It does not promise clients, income, profit, capacity, or a credential. Paid enrollment will not be offered to California residents.
Want the free material now? The five-day Build Your Tax Practice course is open, and the free resource library is available today.
Ask about the first cohort