Every Module
Solves A Pain Point.
You already know how to prepare returns. Every module below installs a system your firm probably does not have yet — team, marketing, automation, tax-resolution offer, pricing, calendar. Nothing was invented for this course. Everything is drawn from the firm Cortney still runs.
Enroll Today →7 Modules.
One Operating
System.
Tap any module to see the lessons inside. Every section is currently in use inside a real, operating tax firm.
Audit your current firm. Identify the biggest gap. Build a 90-day systems roadmap for what to install first, second and third — so you are not trying to fix everything at once.
- Firm audit — what is actually working vs. what is not
- Your 90-day systems installation roadmap
- The mindset shift from technician to firm owner
- Priorities: what to install before this next season
Audit what you already have — LLC, EIN, banking, insurance, record-keeping — and fix what is broken. If you are still missing pieces, walk through setup step by step.
- LLC / S-Corp audit — is your structure right for the firm you want?
- EIN, banking & compliant record-keeping cleanup
- E&O insurance for the operating firm
- Fix anything a bad mentor set up wrong
PTIN, EFIN and state-specific requirements — plus the data security and IRS compliance frameworks that keep a scaling firm out of trouble.
- PTIN, EFIN & state licensing audit
- Data security — what the IRS actually requires now
- Client file storage & retention policy
- Compliance calendar so nothing lapses mid-season
Stop running on referrals only. Install the organic + paid marketing engine that actually fills your season, and reprice your services to stop the chronic undercharging.
- Organic content engine — the exact posting rhythm
- Paid marketing frameworks that convert for tax firms
- Pricing overhaul — new tiers, new positioning
- Retention loop: rebook, referral, review
Build the tax-resolution offer most preparers never launch — it is the highest-margin lane in the industry. Plus, optimize your professional software so returns move faster.
- Tax resolution offer — scripts, positioning, pricing
- OIC, installment agreements, penalty abatement basics
- Software optimization — templates, macros, batch processing
- Live client return end-to-end at production speed
The heart of the Accelerator: SOPs, workflow automation, quality control, and the team you have to build before your season doubles. This is the section that stops you being the bottleneck.
- Complete SOP library — every template we run inside the firm
- Client intake, doc collection, e-sign & delivery automation
- Team recruiting, training & delegation frameworks
- Quality control at every stage of the return
The full blueprint — the exact 16-week season calendar, the income formula, the client-volume targets, and the off-season rhythm that makes the whole model sustainable.
- The exact 16-week season calendar
- The income formula — clients × price × capacity × team
- The scaling path from six-figure to multi-six-figure firm
- Designing the off-season so your firm compounds without you
Official Certificate of Completion
from Tax Time University.
Complete all 7 modules and receive your official Certificate — recognition that your firm now runs on the same operating system Cortney has run for 15 years.
The Firm's
Reference Library.
Every form, every schedule, every strategy guide your firm will need in a live season — plus deep-dives on retirement, credits, business entities, IRS notices and estate planning.
By The End,
Your Firm Runs On This.
You are not buying information. You are installing the exact operating system Cortney has run her firm on for 15 years.
Install The
Operating System.
Complete the modules. Earn the certificate.
Then run your firm on the same OS Cortney has run hers on for 15 years.