MOVE YOUR POTENTIAL TO THE MAXX

Learn the

Work. Build

the Motion.

Make

Tax Season

Count.

Maxx Out Tax is for new and experienced tax pros who want trainings, softwares, systems, and the strategy to learn how to eat forever. Be ready to use all four to build real production.

SOFTWARE TRAININGS SYSTEMS STRATEGY COMMUNITY TEAM LEAD PATH
WHERE DO YOU FIT?

Different Starting Points.
Same Opportunity to Build.

You do not have to start at the same level. You do have to be ready to move from wherever you are.

NEW

Learn the Foundation

You want a legitimate entry into tax preparation with training, structure and support while you build your first client base.

EXPERIENCED

Increase Your Production

You know how to prepare returns. Now you want better systems, stronger marketing and more intention around growing your book.

BUILDER

Build Beyond Your Desk

You are ready to think about leadership, team growth, client acquisition and income beyond the returns you personally prepare.

THE BIGGER PLAY

Tax Prep Is the Skill.
The Business Is the Opportunity.

Learning how to prepare a return gets you in the door. Knowing how to attract clients, serve them well, operate cleanly and eventually lead other people is what turns the skill into something you can keep building.

01 — PREPARE

Prepare Returns

Learn the tax work, client process and professional standards that let you serve people with confidence.

02 — PRODUCE

Build Clientele

Learn how to market, follow up and turn relationships into paying clients who can return year after year.

03 — OPERATE

Build Systems

Create cleaner workflows and repeatable processes so growth does not automatically create chaos.

04 — EXPAND

Lead & Expand

Grow beyond your own return volume by recruiting, leading and creating production through other people too.

A REAL TAX-SEASON TARGET
$25K+

in your first 3–4 month tax season.

That is the kind of target worth building toward when you prepare before the rush, market consistently, follow up, serve clients well and actually use the systems around you.

$25K+ is a production target, not a guaranteed result. Earnings vary based on pricing, client volume, effort, experience, market conditions and other factors.

Production

Think in Clients, Not Hours.

Your book of business drives your production. More relationships and stronger follow-up create more opportunity.

Timing

Tax Season Is Compressed.

January through April gives you a short runway to make a serious income push when you are prepared before the rush.

Compounding

Repeat Business Adds Up.

One good client can become a returning client, a referral source and part of a stronger book year after year.

Execution

You Still Have to Work It.

The tools create leverage, but they do not replace marketing, follow-up, learning and consistent execution.

WHAT MAXX OUT GIVES YOU

Four Things That Help You Move Faster.

This is the infrastructure behind the opportunity—not just a list of features.

01 — SOFTWARE

Professional Tax Software

So you can prepare and file professionally without sourcing your own platform first.

02 — TRAININGS

Learn the Work

So you can build confidence in tax preparation, operations, due diligence, compliance and client handling.

03 — SYSTEMS

Operate Cleaner

So you can use workflows, scripts and resources instead of making every process up from scratch.

04 — STRATEGY

Grow the Book

So you understand marketing, follow-up, relationships and client acquisition—not just tax forms.

WHY NOT JUST DO THIS ALONE?

You Can Figure It Out Yourself.
But Why Pay for Every Lesson Twice?

DOING IT ALONE

You Build Every Piece Yourself.

Source your own software
Find your own training
Figure out compliance
Create your own workflows
Learn marketing by trial and error
Troubleshoot without a community
WITH MAXX OUT

Plug Into What’s Already Built.

Professional tax software
Tax + operations training
Compliance resources
Systems + scripts
Marketing + client strategy
Live community + support
WANT A BIGGER LANE?

Become a Team Lead.

If you can recruit, influence and help other tax pros move, your earning opportunity does not have to stop with the returns you prepare yourself.

JOIN THE TEAM FIRST
RECRUIT. LEAD. EARN MORE.

Build production through people too.

We want ambitious tax pros who can grow into leadership—not just individual producers. Team Leads can recruit preparers, support production and create an additional income lane tied to the team they help build.

Recruit Your Own People

Bring motivated preparers into the environment.

Earn Beyond Your Returns

Create another income lane through team production.

Practice Leadership

Support people and drive execution.

Build Something Duplicatable

Grow past being the only revenue producer.

WHAT BUILDING WITH US LOOKS LIKE

Real Team. Real Training.
Real Business Building.

Use this section for your real screenshots, wins and testimonials so people can see the environment before they buy into it.

TEAM CULTURE

Not just names under a logo.

The goal is stronger preparers, stronger producers and people learning how to build.

ADD TRAINING SCREENSHOT
ADD COMMUNITY SCREENSHOT
ADD REAL TESTIMONIAL

Use a specific result: client growth, confidence, production, marketing, or leadership.

ADD TEAM / PRODUCTION WIN

This can be a client-count milestone, team growth story or behind-the-scenes proof.

LET’S BE CLEAR

This Opportunity Is Not for Everybody.

The right person should feel more sold after reading this. The wrong person should remove themselves.

Join If You’re Ready To:

✓ Learn fast and keep improving.
✓ Market yourself before you need clients.
✓ Follow up, build relationships and stay visible.
✓ Take coaching and actually apply it.
✓ Think like a business owner while still learning.

Skip It If You Want:

• Guaranteed clients just because you joined.
• A clock-in situation with guaranteed hourly income.
• Someone else to do your marketing for you.
• Training you never plan to implement.
• A quick-money play with no responsibility attached.
THE MAXX OUT TEAM ENROLLMENT

Everything You Need to Get Moving.

By this point, the $99 should feel like the smallest part of the decision.

ONE-TIME ENROLLMENT
$99
includes the team application

Get Plugged In. Start Building.

You’re paying for access to the environment built to help you prepare, produce and grow with more structure around you.

Professional tax software
Tax preparation training
Office operations guidance
Compliance training
Marketing strategy
Client acquisition education
Systems + scripts
Live community access
Team support + resources
Team Lead growth path
ENROLL FOR $99
No fake “$8,742 value” math. The real value is getting the software, training, systems and strategy together instead of buying and figuring them out separately.
WHAT HAPPENS AFTER YOU JOIN

Four Steps.
Then We Get to Work.

01
01
Purchase

Enroll for $99

Purchase your Team Enrollment and complete the included application so we know where you are starting and what you want to build.

02
02
Agreement

Sign Your Agreement

Review compensation, team standards and contractor expectations so the relationship is clear before you begin.

03
03
Onboard

Get Plugged In

Get access to your software, trainings, systems, resources and the community built to support your production.

04
04
Build

Build Your Book

Market, serve clients, grow your production and position yourself for bigger opportunities inside the Maxx Out ecosystem.

FAQ

Before You Enroll.

Is this an employee position?

No. This is an independent contractor opportunity.

Do I need tax experience?

No. New and experienced tax professionals can both have a lane here if they are willing to learn and meet team standards.

Will clients be handed to me?

No guaranteed client volume is promised. Maxx Out provides training, systems, marketing strategy and support, but you are expected to actively build relationships and clientele too.

Do I need my own PTIN?

If you are preparing federal returns for compensation, you will need to meet the applicable IRS preparer requirements, including having a valid PTIN.

Can I really make $25K+ in tax season?

$25K+ is a production target, not a guarantee. Actual earnings vary based on pricing, client volume, effort, experience, market conditions and other factors.

How does the Team Lead opportunity work?

Tax pros who show leadership ability and are willing to recruit can grow into a Team Lead lane where additional earning opportunities may be tied to team production. Specific compensation terms are provided separately.

Can I build my own clientele?

Yes. In fact, building relationships and clientele is a core part of the opportunity.

READY TO BUILD?

Don’t Just Work Another Tax Season.
Build Something From It.

Learn the skill. Build the clientele. Master the business. And when you’re ready, help somebody else do the same.