http://expresstaxsoftwarepro.com/

Expresstaxmentorship, Atlanta, GA (2026)

08/26/2025

🎥 Replay: The Power of Tax Planning — watch now our Skool group

Tax pros💯

If you’ve heard of tax planning but haven’t packaged it as paid advisory, this replay is your shortcut.

What you’ll get (in 60 min):
• The 5 principles of proactive planning (documented, modeled, calendared)

• 3 starter strategies: Accountable Plan, Augusta (§280A(g)), Vehicle method

• A 15-minute Plan-In-A-Box you can run this week

• How to package & price advisory (cadence + deliverables)

Join the Skool group to watch + grab the downloads (free):
https://www.skool.com/the-profitable-tax-pro-circle-5794/about?ref=754000483c354ad1ba03be177ee48884

✅Bonus templates inside: Tax Plan Canvas, Accountable Plan policy outline, Augusta packet, Vehicle method comparison, and a Tax Strategy Memo skeleton.

08/22/2025

Going LIVE Monday @ 7pm EST: The Power of Tax Planning for Tax Professionals, CPAs & EAs.

Inside our Skool group we’ll cover:
• 15-min Plan-In-A-Box you can run this week
• 3 starter strategies: Accountable Plan, Augusta (§280A(g)), Vehicle method
• How to package it into paid advisory

When: Monday, Aug 25 @ 7:00 PM ET

➡️ Join the Skool group + RSVP in Events: https://www.skool.com/the-profitable-tax-pro-circle-5794/about?ref=754000483c354ad1ba03be177ee48884

08/12/2025

💡 Most tax preparers work hard during tax season but see income drop after April 15th.

The secret to breaking that cycle?
✅ The right tax software
✅ IRS-approved CE credits
✅ Year-round service offerings
✅ Advisory skills to boost profits

Our Back to Business Bootcamp sets you up with all of this — before tax season even starts.

Early bird spots are going fast.

📲 Comment “INFO” and I’ll send you the details.

07/29/2025

You’re helping your clients save thousands…
But who’s helping you grow your firm, build your revenue, and shift from seasonal hustle to sustainable income?

Most tax professionals are:
❌ Overworked every Q1
❌ Underpaid the rest of the year
❌ Afraid to charge premium prices
❌ Unsure how to confidently offer advisory services

That’s where I come in.

I’m Erika Jones — Certified Fractional CFO, Profit First Professional, and the founder of Beyond April 15th™ — the business coaching program built exclusively for tax pros.

Inside my program, I help tax professionals:
✅ Build and price their advisory offers
✅ Package their expertise into year-round revenue
✅ Attract higher-level clients (without 100 new leads)
✅ Stop treating tax prep like a ceiling and start running a real business

You don’t need more forms.

You need a business model that pays you year-round — and a coach who’s walked the talk.

📲 Ready to stop guessing and start growing?
➡️ Comment “COACH” or click the link to book a call and see if we’re a fit.

Let’s build a business you don’t need a vacation from.

You deserve that.

And your clients do too.

07/26/2025

🔥 If Your Software Provider Doesn’t Send You THIS After You Buy… It Might Be Time to Switch. 👀

You just invested in tax software — but what happens after you pay?

If you’re left with:
❌ No onboarding call
❌ No intake process
❌ No way to set up your add-on revenue fees
❌ No roadmap for profit this season…

👎 You didn’t buy a system — you bought a download.

⸻

✅ At Express Tax Software Pro, you don’t just get software.

You get:
💼 A full setup to maximize your bank product payouts
📄 A profit-boosting intake form to embed YOUR fees
📞 A live onboarding call
📚 Free AFSP certification
📘 Access to the TaxBook + expert advisory add-ons

We don’t sell you software and disappear.
We partner with you to PROFIT.

⸻

📣 Tax Pros: Ready for a software partner that puts money back in your pocket?
Drop a 🧾 below or DM us now — it might be time to make the switch.

07/18/2025

✨ TAX PROS — READ THIS TWICE! ✨

“Strive not to be a success, but rather to be of value.” 💬

At Express Tax Mentorship, we believe success isn’t about flashy numbers or titles — it’s about the VALUE you bring to your clients, your team, and your business.

✅ Be the advisor they trust.
✅ Be the leader your firm needs.
✅ Be the VALUE in your industry.

Ready to step into your next level?
💬 DM us “VALUE” and let’s grow together.

06/07/2025

We’re Moving! 🚨 Our Tax Pro Community Is Heading to a New Home 🔑

Hey Tax Pros 👋🏾 — after much thought (and fighting with the Facebook algorithm 😩), it’s time for us to LEVEL UP.

🎯 Starting this month, we’re transitioning our private group to the SKOOL App — a new space where I can go LIVE, share resources, post updates, and teach without being throttled or shadowed by Facebook’s changes.

Why the switch?

✅ You’ll never miss important updates again
✅ We can go LIVE with training, audits, & tax talks—no interference
✅ You’ll get direct access to replays, downloads & alerts
✅ No ads, no distractions—just strategy & support

🎓 This move is for serious tax professionals who want to scale, learn advanced strategies, and stay ahead of IRS changes.

📲 Next Steps:
1. Tap this link to join the SKOOL App:
https://www.skool.com/the-profitable-tax-pro-circle-5794
2. Set up your profile & turn on notifications
3. Say hey inside our new home!

Our next training + weekly tax changes will happen there—not Facebook.

Let’s get back to building revenue beyond April 15th. 💼

🖤 Erika

01/09/2025

In the fast-paced, ever-evolving world of tax, staying ahead of the curve requires more than just technical expertise. For tax professionals, effective leadership coupled with a commitment to continuous learning is the key to success.

🔺Leadership: The Catalyst for Success🔺
✔️Leadership isn't just about managing people; it's about inspiring and guiding teams towards excellence. By fostering a culture of trust, collaboration, and innovation, leaders can drive their teams to achieve outstanding results.
✔️Great leaders lead by example. They embody the values and principles they wish to see in their team, creating an environment where integrity, accountability, and professionalism flourish.

🔺Learning: The Path to Mastery🔺
✔️The tax industry is constantly changing, with new regulations, technologies, and methodologies emerging regularly. Continuous learning ensures that tax professionals remain adept and adaptable.
✔️Investing in professional development—through courses, seminars, and certifications—not only enhances technical skills but also boosts confidence and career prospects.

🔺The Synergy of Leadership and Learning🔺
✔️Leadership and learning are not mutually exclusive; they complement each other. Effective leaders are lifelong learners who seek out new knowledge and skills to stay relevant and innovative.
✔️By promoting a learning mindset within their teams, leaders can cultivate a culture of growth and excellence. This, in turn, empowers team members to take on new challenges, drive efficiency, and deliver superior client service.

For tax professionals, the journey to effectiveness is paved with strong leadership and a relentless pursuit of knowledge. Embrace both, and you’ll not only navigate the complexities of the tax world but also lead your team to unprecedented heights.

Ready to lead and learn? Let's make excellence a habit!

12/24/2024

🚨 Important Update: BOI Reporting Deadlines Extended! 🚨

Hey TaxPros,

We have some important news regarding the Beneficial Ownership Information (BOI) reporting requirements. Due to a recent court decision on December 23rd, FinCEN has announced updated deadlines. Here’s what you need to know:

🔹 Extended Deadlines for Existing Companies:

- Companies created or registered before January 1, 2024, must now file their initial BOI reports by January 13, 2025 (extended from January 1, 2025).

🔹 Extensions for Recently Registered Companies:

- Companies registered between September 4, 2024, and December 23, 2024, now have until January 13, 2025, to file their BOI reports.

- Companies registered between December 3, 2024, and December 23, 2024, receive an additional 21 days from their original filing deadline.

🔹 Disaster Relief Extensions:

- Companies qualifying for disaster relief may have filing deadlines beyond January 13, 2025, depending on their circumstances.

🔹 New Companies Starting in 2025:

- Companies registered on or after January 1, 2025, must file their BOI reports within 30 days of their creation or registration becoming effective.

Additionally, plaintiffs in the case

National Small Business United v. Yellen are not currently required to report their BOI to FinCEN.

These changes come after the Fifth Circuit's stay of a nationwide preliminary injunction against the Corporate Transparency Act (CTA), pending the Department of the Treasury’s appeal.

We'll continue to keep you updated on any further developments.

Stay informed and feel free to reach out if you have any questions.

12/20/2024

🛑🛑 Potential Government Shutown🛑🛑

🌞Good Morning Tax Pros🌞

I want to keep you informed about a potential government shutdown and its impact on the IRS.
Congress has until December 21st to reach a funding agreement.

If they fail to do so, the government will shut down, and many IRS functions will be disrupted.

What could this mean for your practice?

✔️Delays in refunds: Non-automated refunds may be delayed.
✔️Audit and collection pauses: Audit functions and non-automated collections will likely be paused.
✔️Limited taxpayer services: Taxpayer services outside of filing season may be limited.

What will continue?

✔️Tax form production: The IRS will continue to design and print tax forms for the upcoming filing season.
✔️Payment processing: The IRS will continue to process payments.
✔️Limited taxpayer services during filing season: Some taxpayer services will be available during filing season.

Here's what you can do:

👉🏽Stay informed: Monitor developments and any updates from the IRS
👉🏽Communicate with clients: Inform your clients about the potential for delays or disruptions in IRS services.
👉🏽Plan ahead: Encourage clients to file early if possible to avoid potential delays.
👉🏽Be prepared for adjustments: Be flexible and ready to adjust your workflow and client communication as needed.

Remember, we're here to support you through any challenges that may arise.

🧩TaxCoachErika

12/09/2024

📢 2025 Tax Season is Approaching! Are You Prepared for the Latest Updates? 📢

The tax industry is constantly changing, and staying ahead of the curve is crucial for success.

Join our exclusive 2025 Tax Season Updates Masterclass and gain the knowledge and confidence you need to navigate the upcoming tax season with ease.

In this masterclass, you'll discover:
✔️Key tax law changes and their impact on your clients.
✔️Updates to IRS forms, procedures, and technology.
✔️Emerging industry trends you need to be aware of.
✔️Best practices for tax preparation and client communication.

📣But here's the catch...

This masterclass is exclusively for members of Beyond April 15th.

Why join Beyond April 15th?

Beyond April 15th is a comprehensive program that empowers tax professionals to build thriving businesses that generate revenue year-round.

Here's what you'll get:
✔️In-depth training on tax planning strategies
✔️Done-for-you templates and resources
✔️Expert guidance and mentorship
✔️A supportive community of like-minded tax professionals

Don't miss out on this valuable opportunity to stay ahead of the curve and prepare for a successful tax season!

Enroll in Beyond April 15th today and join us for the 2025 Tax Season Updates Masterclass: https:// beyondapril15th.com

Expresstaxmentorship

08/26/2025

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