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P Mathis & Associates, LLC

Signed in as:

filler@godaddy.com

  • Home
  • About Us
  • Areas We Serve
    • Ocala Tax Preparer
    • Tallahassee Tax Preparer
    • Miami Tax Preparer
    • Tampa Tax Preparer
    • Orlando Tax Preparer
  • Services
  • Blog
  • Contact Us
  • Step By Step Tax Guide

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Start Your Own Tax Business

🔥 15 Steps to Start a Home-Based Tax Business Beginner Guide + Group Coaching + Marketing Tools Included


Before You Buy — Read This.
This is a beginner-only zone. If you're already in the tax game or have been professionally trained, this ain't for you. You need higher-level coaching or a Pick My Brain call instead. No exceptions. No refunds.

✨ What You Get

✔️ The 15-Step Beginner Startup Guide
The exact blueprint I used to launch my own legal tax firm from scratch, broken down into simple, no-fluff steps.

✔️ Group Coaching Access (Included)
Join a beginner-friendly coaching space where you can:
👉 Ask questions
👉 Stay accountable
👉 Get unstuck fast
👉 Build confidence
👉 Actually finish the thing

This is coaching for total beginners, not CPAs and seasoned pros.

✔️ Marketing Templates That Don’t Suck
Done-for-you assets you can plug into Canva and start using today. Promote your tax brand even if you have no experience.

✔️ AI Twin Training
You’ll learn how to build your own digital marketing assistant (aka your AI Twin) to help you create content, boost your visibility, and look like a pro. even if you’ve never marketed a thing in your life.

✨ This Guide Is For You If:

✅ You want to start a tax business but feel overwhelmed
✅ You don’t want to get scammed or overcharged for basic info
✅ You want real steps and beginner coaching
✅ You want to launch legally from home
✅ You want IRS-approved free tax prep training
✅ You want to stand out online (without hiring a marketing agency)

✨ Here’s What You’ll Learn

🔹 How to choose + register your business
🔹 How to get your PTIN, EFIN, and credentials
🔹 How to access free tax prep training
🔹 What software/tools to use (and avoid)
🔹 How to protect client data legally
🔹 How to set up your entire client process
🔹 How to create beginner-level marketing that works
🔹 How to build your AI Twin to market 24/7
🔹 How to land your first real clients
🔹 How to skip the rookie mistakes that cost beginners money

This guide is the one I wish I had when I almost got hustled by a shady tax firm. You deserve better, and now, you’ve got it.

✨ What This Is NOT

🚫 A tax course
🚫 A certification
🚫 Advanced training
🚫 Coaching for seasoned tax pros

This is a beginner startup guide + access to group coaching + marketing templates + AI branding tools. Period.

✨ Why People Love It

💬 “So easy to follow.”
💬 “Felt supported the whole time.”
💬 “Loved the marketing help, no one talks about that!”
💬 “The AI Twin changed everything for me.”
💬 “Best investment I made all year.”

✨ Refund Policy

This is a digital product with instant access to coaching + downloads. That means:
All sales are final. No refunds, no exceptions.

✨ Ready to Start?

You could launch your tax biz this year with the right steps, tools, and support.

No gatekeeping. No fluff. Just what actually works.

Get the guide. Join the coaching. Start your brand.

You’ll wish you started sooner.

🛒 Grab it now and let’s go.

~ Coach P

Pay Now

Return and Refund Policy

Refund Disclaimer: No refunds will be issued for any reason. This guide includes immediate digital access and entry into our private group coaching space, making the purchase non-refundable. By completing your purchase, you acknowledge that this product is designed for beginners starting a tax business from scratch and does not replace advanced coaching for experienced professionals.


Reviews That Speak for Themselves

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