How I Made $100K in 90 Days as a Tax Boss

INTRODUCTION:

Let’s be clear: I didn’t hit $100K in 90 days by luck. I followed a formula. I scaled a service, trained my people, and leveraged tax season like it was playoff time. Whether you’re a beginner or a seasoned preparer looking to level up, here’s how I turned the tax game into real income—and how you can do it too.

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📌 STEP 1: Get the Right Software (and Own It)

I stopped relying on someone else’s brand and became my own Service Bureau. That means I didn’t just use tax software—I licensed it. Now I sell it, train on it, and profit from it.

✅ Pro Tip: Go from “Preparer” to “Boss” by white-labeling your own software.

✅ Bonus: Offer refund advances through your bank partner to attract more clients.

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📌 STEP 2: Build a Real Team (Not Just a Dream)

I recruited hustlers who wanted a side income, taught them how to prepare basic returns, and gave them the tools to succeed.

🔹 I paid $50–$100 per return.

🔹 They worked remotely or in pop-up locations.

🔹 I gave them training through Virtual Money Academy.

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📌 STEP 3: Master Your Marketing (Social = Sales)

I didn’t rely on word of mouth—I used Facebook, Instagram, SMS marketing, and email flows. My content was:

• Educational 💡

• Entertaining 😄

• And STRATEGIC 💰

Every “funny tax meme” was followed up with a CTA. Every refund update turned into a lead list.

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📌 STEP 4: Offer Services, Not Just Filing

Here’s where I separated myself from 90% of other tax pros.

📝 I offered:

• Credit repair

• Business setups (LLCs & EINs)

• Bookkeeping & tax planning

• Self-employment consultations

This boosted my average revenue per client from $300 to over $1,200.

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💡 RESULTS:

• 🧾 310+ returns filed

• 💸 $100K+ revenue

• 💼 1 business, 5 partners, and 1 goal: GENERATIONAL WEALTH