Pick My Brain – Strategy Session

Service Description

This is a working session designed specifically for tax pros who want real-time guidance, clarity, and strategy not theory. Bring whatever is on your desk right now. We can use this time to: • Review a challenging tax scenario or client file • Talk through entity elections, S-Corp strategy, or implementation questions • Discuss pricing, packaging, or how to position advisory services • Troubleshoot processes, workflows, or tools in your practice • Navigate tax resolution cases or IRS correspondence strategy • Brainstorm ways to increase revenue without increasing return volume • Get second-opinion insight before you make a recommendation to a client • Ask the questions you don’t want to crowdsource in a Facebook group This is not a webinar. It’s a collaborative working session. Who This Is For: Tax preparers, EAs, CPAs, and firm owners who want practical guidance from someone actively doing the work. How to Prepare: To get the most out of our time, please: • Answer booking questions with as much detail as possible • Come with specific questions or scenarios • Have relevant numbers/documents available (if applicable) • Be ready to workshop solutions together You’ll leave with clear direction, actionable next steps, and strategies you can implement immediately.