Find the profit leaks hiding inside a busy season
Volume hides leaks. Natasha shows you where she looks first when a practice is busy but the deposits don't match the hours, including the one most preparers never check.
Free live masterclass on Zoom · for tax preparers & tax-office owners
Date coming soonBusy Isn't the Same as Profitable.
The 3 decisions to make before tax season that decide how much of it you actually keep.
No new software to buy. No hiring a team first. No rebuilding your client list from zero every January.
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Free · About 60 minutes · Live on Zoom · Q&A with Natasha at the end
“10 years and 6 figures later, I wouldn't be where I am without her guidance.” Marshalle B., Better Dayz Taxes
You Can Be Great at Preparing Taxes and Still Struggle to Build a Great Tax Business.
You know the returns. You know your clients. Every season you put in the hours.
But behind the scenes, the money doesn't match the effort. Software renewals you never really evaluated. A workflow that breaks the week volume picks up. Clients who disappear after filing day, so every January you start rebuilding.
That isn't a work-ethic problem. Preparing returns and running a profitable practice are two different skill sets, and most preparers were only ever trained in the first one.
What you'll learn
In 60 Minutes, Natasha Walks You Through the 3 Keys
Stop paying for software that isn't paying you back
Before you renew anything for next season, learn the keep, optimize, replace or remove test she uses. It's based on your clients and your volume, not on what another preparer swears by.
Turn filing-day clients into year-round clients
If you rebuild your client list every January, the problem isn't marketing. Natasha breaks down the retention rhythm that keeps clients connected between seasons.
The math nobody runs in October
A Busy Season Can Hide $15,900
Here's an example practice. Round numbers, nothing fancy.
300 returns × $300 average fee$90,000
Software and tools, per year$7,200
…two of them barely used−$2,400
Clients who came back next season70%
…90 clients to replace before you grow at all−$27,000
Now plug two leaks. Keep 85% of clients instead of 70%: that's 45 more returning clients, or $13,500. Drop the two tools nobody uses: $2,400.
That's $15,900 back without one new client.
Illustration with round numbers, not a client result.
On the masterclass, you'll run these numbers for your own practice.
Tax Season Isn't Won in February.
Your pricing, your software renewals, your capacity and your client outreach all get decided in the months before the IRS opens e-file. Once the first W-2s come in, you run whatever plan you have, or no plan at all.
This masterclass is about using the next few months on purpose.
Who it's for
This Masterclass Is for You If…
- You already prepare returns under your own office or EFIN, and you want the business to match the effort.
- Your last season was busy, but the profit didn't reflect it.
- You pay for software every year without knowing what it returns.
- You lose clients after filing day and replace them every January.
- You're an experienced preparer going out on your own and want to set it up right the first time.
It's not for you if you're looking for a get-rich-quick tax business. Natasha teaches how practices make money, not how to make $50K in 90 days.
Meet your host
Natasha Montano
Natasha didn't start on the business side. In her first tax season, she was the one behind the computer getting every return done while her partner at the time was out bringing clients in. It was a big season.
Then the IRS changed the rules. Natasha had to rebuild her client base and rethink how the practice made money, and that's where the business lessons came from.
Today she runs Refund Professionals, a virtual tax service supporting individuals and businesses across all 50 states, and her own service bureau and tax software, TaxCity Pro. After nearly two decades in the industry, she sees the same pattern in practice after practice: owners working too hard in the business, not delegating, and running without enough systems.
She's also mentored preparers who now run offices of their own. And she keeps it honest: she teaches six figures, not seven, because "everybody ain't going to be able to do that."
- Nearly two decades in the tax industry
- Founder of Refund Professionals, serving clients in all 50 states
- Owner of the TaxCity Pro service bureau and tax software
- Mentor to preparers now running their own tax offices
Testimonials
Preparers Natasha Has Mentored
“Natasha is truly the tax goat!! The way she personally walked me through every step of setting up my tax business, from getting fingerprinted to choosing the right software, made the whole process clear and stress-free. She's knowledgeable, patient, and really cares about your success. 10 years and 6 figures later, I wouldn't be where I am without her guidance.”
Marshalle B.Better Dayz Taxes“I didn't think I would do well because I was starting out with no clientele, but she immediately instilled the confidence, knowledge and skill set that I needed to grow in the industry. Fast forward, I am now preparing hundreds of returns every tax season, in my own office. Everything makes sense, and I still apply her advice regularly!”
Matthew GibsonGibson Consulting“Working with Tasha was such a positive experience. One thing I've carried with me is the importance of communication, organization, and creating a great experience for the people you work with. Those are things I continue to incorporate into my own business and with my clients today.”
Jaquia A.JB LuxeIndividual results vary and are not typical.
Your Next Tax Season Doesn't Have to Feel Like Your Last One.
You can keep buying software, piecing systems together, and hoping more clients means more profit. Or you can spend one hour learning the decisions that actually decide it.
Date coming soonAbout 60 minutes + Q&A · Live on Zoom · Free
Come skeptical. You've seen the "six figures in your first season" ads. This isn't that. Bring your hardest question about your numbers, your software or your clients, and Natasha will answer it live.