Next cohort formingFree live workshop · dates announced soon
Is your office only making money during tax season?
A free 2-hour live workshop for tax preparation office owners — how to turn 3 months of tax-season revenue into 12 months of steady income, using AI systems the big chains (H&R Block, Jackson Hewitt) don’t share with independents.
Why there’s no date yet. Tax office owners don’t all keep the same hours, and we cap the room at 60 so the Q&A stays useful. So we’re seating the list first and setting the date around the offices in it. Add your name and you’ll get the date — and your seat — before it’s public.
Get first access
Join the list
The next cohort is capped at 60 offices. The list is seated first — you’ll get the date and your Meet link before anyone else, and you can decide then.
What it’s costing you
The 5 silent leaks costing you $85,000+ every year.
Your tax office is bleeding money in 5 predictable ways — none of which show up in your P&L.
Prospects search “tax preparation near me” all year — but you only market during tax season
–$15,000
Peak-season calls (Feb–April) missed after 5 PM go straight to the next Google result
–$20,000
Walk-ins in March don't close in time — and there's no follow-up before season ends
–$15,000
Clients you filed for last April are ghosted for 8 months — a competitor calls them first next January
–$10,000
You never cross-sell bookkeeping, payroll, or business tax services during the “quiet” 8 months
–$25,000
Left on the table every year, conservatively
$85,000+
Conservative estimates for a typical independent tax office. Computing the number for your office is part of the workshop.
Free · no card required · 60 seats per cohort
What you’ll learn in 2 hours
From 3 months of revenue to 12.
- The 5-phase system that plugs every leakAttract, Capture, Sell, Nurture, Monetize — with specific dollar recovery for a typical tax office.
- How to make revenue year-roundThe exact AI systems that generate revenue April through December — not just January to March.
- A live demoWatch a voice agent capture every after-hours prospect during peak season — in Spanish and English.
- The cross-sell engineHow the client with just a 1040 becomes $2,000+/year through year-round services.
- A 90-day implementation planWhat to do Week 1 vs. Month 3. No theory, no fluff.
- M. Gonzalez1040+ BOOKKEEPING?candidate
- R. Thompson1040PAYROLL+ BUSINESS TAX?candidate
- L. Rivera1040BOOKKEEPINGPAYROLLcovered
- D. Nguyen1040+ QUARTERLIES?candidate
- S. CarterBUSINESS TAX+ PAYROLL?candidate
A 1040-only client, worked properly
$2,000+/yr
Recreation of the live dashboard shown at the workshop. Names illustrative; the book and the math are real.
The session, minute by minute
Two hours. No filler.
Every segment builds something you can see. By the end you know exactly what your book is worth and what to build first.
Hold my seat — free- 00:00Welcome + the $85K frameworkWhy the money is in the clients you already file for — and how to compute your office's number.
- 00:15Attract + CaptureBeing found all year, and a voice agent — English and Spanish — configured live to catch after-hours peak-season calls.
- 00:45SellFollow-up sequences that close March walk-ins before the season ends.
- 01:05NurtureThe year-round touch plan that stops competitors from poaching your clients next January.
- 01:20Monetize + live book demoThe cross-sell engine opened on a real client book — bookkeeping, payroll, and business tax candidates, priced live.
- 01:40Q&A + your personal leak calculationBring your client count. We compute the $85K breakdown for your office, live.
- 02:00Wrap + your materialsWritten summary, slide deck, and cheat sheet hit your inbox within 48 hours.
Right fit if you are…
- Owner or general manager of a tax preparation office
- 1–15 employees
- Currently serving 100+ tax clients per year
- Ready to grow beyond tax season into a year-round revenue engine
Not the right fit if you are…
- Employee, not owner — this is owner-focused decision-making
- Big chain (H&R Block, Jackson Hewitt) — you already have the resources
- Planning to sell your business in the next 6 months
How it works
Three steps, no payment.
- 01Add your name to the listTakes 20 seconds. No card, and it doesn't commit you to attending.
- 02We send you the date firstYou get the date and your Google Meet link before it's announced publicly — and you decide then.
- 03Show up and buildTwo hours live, your office's leak number calculated in the room, materials in your inbox after.
- Format
- Live online (Google Meet) · webcam optional · Q&A open
- Length
- 2 hours · live, not pre-recorded
- Cost
- Free · no card required
- Seats
- 60 offices per cohort · list seated first
- Date
- Announced soon — the list hears first
2-hour live workshop
Attend from any device — practical content, no filler.
Live Q&A
Ask your specific business questions and workshop your numbers live.
Real system built live
Watch it get built on a real client book — not described on slides.
Personal $85K leak calculation
We compute the recoverable revenue for YOUR office during the session.
Written summary + slide deck
The full workshop, delivered to your inbox within 48 hours.
Bring your team
One spot covers up to 3 people from the same office.
Straight answer
It’s free. Here’s the catch.
We build these systems for owner-run offices for a living. A room full of tax preparers who understand what’s possible is how we meet the handful who want us to build it for them. If that’s you afterward, we’ll talk. If it isn’t, you still leave with the framework, your own leak number, and the 90-day plan. No hard pitch, no upsell sequence, no card at the door.
Who’s behind this
Built by practitioners, not presenters.
This workshop is presented by Vexiworks — the team that designs and builds these exact systems, custom, for owner-run offices: tax preparation, insurance, legal, title & escrow. Everything shown on the night comes from real client books and systems currently running in real offices, taught by the people who build them.
The teaching team is personally licensed in Insurance (Life, Health, Property & Casualty), Real Estate, and Loan Origination — so the compliance, the paperwork, and the customer psychology behind every workflow are covered, not just the technology.
Questions
Before you join.
When exactly is it?
It's free — what's the catch?
What does it cost me to join the list?
Do I need a technical background?
Can my team come with me?
What if I can't make the date once it's set?
Will it be recorded?
What language is it in?
60 seats · the list is seated first
Tax season shouldn’t be the only season you get paid.
Add your name and we’ll send you the date the moment it’s set — before it goes public. Free to join, free to attend, and one spot covers up to 3 people from your office.