Latest / Motion and Success / How to Build a Million-Dollar Tax Business Without Filing Taxes Yourself! Ft. Weston Hill

Transcript

How to Build a Million-Dollar Tax Business Without Filing Taxes Yourself! Ft. Weston Hill · Motion and Success

• 0:00
  [SPEAKER_02]: that have 16 years of experience.
• 0:02
  [SPEAKER_02]: No being able to help dials with the texture and fashion mostly.
• 0:05
  [SPEAKER_02]: Surface Burl started their own tax business.
• 0:06
  [SPEAKER_02]: I have the blueprint because I did everything that was required to be successful.
• 0:12
  [SPEAKER_02]: I didn't even know anything about entrepreneurship when I first got started.
• 0:15
  [SPEAKER_02]: But,
• 0:16
  [SPEAKER_02]: One thing that stood out to me was that, my mom, she worked 35 years in the school board, and she passed away one month after her retirement.
• 0:25
  [SPEAKER_02]: Wow.
• 0:26
  [SPEAKER_02]: And that's how long you know what?
• 0:28
  [SPEAKER_02]: I want to enjoy life, about working 18 hour days.
• 0:32
  [SPEAKER_02]: I was sleeping off, there was some day in my first couple of years.
• 0:36
  [SPEAKER_02]: I won't go home for two or three days.
• 0:38
  [SPEAKER_02]: just to be successful.
• 0:40
  [SPEAKER_02]: Last year, we ate whatever, reached over seven fingers.
• 0:44
  [SPEAKER_02]: I mean, if you were able to do the same as well, too.
• 0:46
  [SPEAKER_01]: So we'll starting out in the industry.
• 0:47
  [SPEAKER_01]: What was your top three ways that you was able to go out and get tax clients?
• 0:52
  [SPEAKER_01]: The first try you did.
• 0:55
  [SPEAKER_00]: Before we jump into this episode, if you are a coach, consultant, service provider and you're relying on referrals running as that's causing you way too much money and that aren't working, you need to hear this.
• 1:08
  [SPEAKER_01]: Most people in your position are sitting on a gold mine of expertise.
• 1:12
  [SPEAKER_01]: But nobody knows it, not because you're not good at what you do, but because you don't have a content system that is consistently bringing you in paying clients every single week.
• 1:23
  [SPEAKER_00]: That's exactly why we built the motion content to client system.
• 1:26
  [SPEAKER_00]: And this Thursday, we are hosting a completely free class literally showing you how to turn every single viewer
• 1:34
  [SPEAKER_00]: into a buyer.
• 1:35
  [SPEAKER_00]: So that way you're not just posting content just to post it online, but you're posting content with the intention and with the purpose of turning these viewers into buyers and it requires a system which we're going to break down.
• 1:47
  [SPEAKER_00]: We're going to show you how to use organic content strategies like reals short form video to attract qualified clients to your business.
• 1:55
  [SPEAKER_00]: No cold outreach, just content that converts.
• 1:58
  [SPEAKER_01]: We hope Brianna Johnson to be able to follow our same exact content system and generate well over $100,000 plus within months.
• 2:06
  [SPEAKER_01]: All by following the same exact content system.
• 2:09
  [SPEAKER_00]: Check us out at motioninsuccess.com.
• 2:11
  [SPEAKER_00]: Now let's get back to the episode because this one is going to be a banger.
• 2:14
  [SPEAKER_01]: Alright y'all, so welcome back to another episode of Motion to Success.
• 2:17
  [SPEAKER_01]: Listen guys, my name is Cody Brown and I got my coals with me.
• 2:20
  [SPEAKER_00]: It's IO and Look, we're back with another amazing episode.
• 2:23
  [SPEAKER_00]: And this is going to be one of the episodes where you learn a whole lot.
• 2:26
  [SPEAKER_00]: I'm excited for this one.
• 2:27
  [SPEAKER_01]: I'm excited for this one as well because today we're sitting down with Weston Hill, the founder and CEO of the tax biz and the entrepreneur who has spent well over 16 plus years in the tax industry and helping thousands of entrepreneurs and tax professionals build growing scale their tax business.
• 2:44
  [SPEAKER_01]: But today we're going beyond just taxes in the actual business.
• 2:47
  [SPEAKER_01]: We're getting into his journey of the entrepreneurship, his entrepreneurship journey, the lessons that he was able to learn on his journey.
• 2:55
  [SPEAKER_01]: And really, most importantly, show you guys how you can grow your own tax business by jumping into the tax industry.
• 3:03
  [SPEAKER_01]: So without further ado, I'd like to introduce our guests for today.
• 3:06
  [SPEAKER_01]: Western Hill, Weston, go ahead and introduce yourself, bro.
• 3:09
  [SPEAKER_01]: Tell the people who you are and we can get started from there.
• 3:12
  [SPEAKER_02]: Well, I mean, before I get started, I want to just appreciate you all for giving me the platform to come on and tell my journey to the success story and definitely appreciate you all for allowing me on the platform.
• 3:24
  [SPEAKER_02]: For sure.
• 3:24
  [SPEAKER_02]: Absolutely.
• 3:25
  [SPEAKER_02]: So, my name is Weston Hill.
• 3:28
  [SPEAKER_02]: I'm the CEO of the tax bid.
• 3:29
  [SPEAKER_02]: Like you said, I have 16 years of experience.
• 3:31
  [SPEAKER_02]: No being able to help thousands of tax professionals in.
• 3:34
  [SPEAKER_02]: So if it's a burl, start your own tax business, don't tax off for a company.
• 3:38
  [SPEAKER_02]: You know, I'm excited about opportunity and just, you know, want to get up on it and share, not all the loot everyone wants to share with everyone I became successful and help other people become successful as well.
• 3:48
  [SPEAKER_01]: Nice, nice, nice, nice.
• 3:49
  [SPEAKER_00]: Yeah, definitely so, so, yeah.
• 3:52
  [SPEAKER_00]: be definitely could jump into it.
• 3:53
  [SPEAKER_00]: I got to ask you to, you know, like, just tell people a little bit about where you're from, you know, how was life growing up, you know, before becoming a successful entrepreneur, because I think that part is also very important.
• 4:04
  [SPEAKER_00]: I highlighted as well too.
• 4:05
  [SPEAKER_02]: Okay, also, I mean, I'm from a city in Brewer County called Deerfield Beach.
• 4:10
  [SPEAKER_02]: You know, life for me growing up, you know, I had two wonderful parents.
• 4:13
  [SPEAKER_02]: You know, both from graduated in college, they believed in education, you know, unfortunately not lost my parents, you know, but, you know, growing up I really had a great upbringing.
• 4:24
  [SPEAKER_02]: You know, I always tell people my parents didn't have everything.
• 4:27
  [SPEAKER_02]: You know, to give us, but it didn't get us what we wanted, but it got us what we needed.
• 4:33
  [SPEAKER_02]: And they believe strongly, education, and they sacrifice a lot for us to be successful.
• 4:38
  [SPEAKER_02]: You know, and the dream was like, look, you know, I have, there's me and I have three sisters, you know, and like, look, I want you all to go to college, become successful and get everything in their power to make sure they're having.
• 4:49
  [SPEAKER_02]: So what some people may call it with shelter, but he kept away from,
• 4:53
  [SPEAKER_02]: We grew up in a inner city, you know, we're in a black neighborhood, you know, so they kept us away from violence, you know, they kept a structure, they made sure that, you know, we have time to get house, you know, and make sure that we're doing the right thing so we would get the ending goal to make sure that all those assessments.
• 5:14
  [SPEAKER_02]: Now, you know, my sister is our successful.
• 5:17
  [SPEAKER_02]: How's this, it's T-Tree, both from graduated from Floor Day and now I'm gonna have master's degrees, you know, I have a master's degree as well too, my other sister has a master's degree, all the more successful in other things are in their own.
• 5:29
  [SPEAKER_00]: And as far as like career wise, like what was like,
• 5:32
  [SPEAKER_00]: like what career did you pursue before entrepreneurship?
• 5:36
  [SPEAKER_02]: So at first growing up off from South Florida, so football was the thing at first, you know, like football, everywhere you turn, everyone played football.
• 5:46
  [SPEAKER_02]: So that was a dream to eventually play football at a higher level.
• 5:50
  [SPEAKER_00]: Yeah.
• 5:50
  [SPEAKER_02]: So you know growing up, I started playing football in the ninth grade in the school I went to.
• 5:56
  [SPEAKER_02]: I had an opportunity to play around.
• 5:58
  [SPEAKER_02]: a lot of the visual and athletes.
• 6:00
  [SPEAKER_02]: In fact, we had like 17 guys, the original, they were hungry.
• 6:03
  [SPEAKER_02]: We wanted to stay championship and just to see the energy and the fire there, I want to go to the visual and as well.
• 6:10
  [SPEAKER_02]: So I ended up going to junior college at first and Michigan and Grand Rapids, Michigan.
• 6:15
  [SPEAKER_02]: But the junior college after high school was going to stay championship, spent there, spent my time of junior college for two years.
• 6:22
  [SPEAKER_02]: And I was still like kind of like fresh playing football.
• 6:24
  [SPEAKER_02]: I just started to name great most of the guys that I played with started when there were five years old.
• 6:29
  [SPEAKER_02]: I went to junior college, developed, learned, got my grades and I ended up getting the full scholarship to Hampshire University in Virginia.
• 6:37
  [SPEAKER_02]: Oh wow.
• 6:37
  [SPEAKER_02]: So I played two years at Hampton, graduated with psychology degree, eventually got my masters a couple years later.
• 6:44
  [SPEAKER_02]: And after college, I kind of was.
• 6:48
  [SPEAKER_02]: Trying to around like teaching a little bit and we're going to ask school programs and my parents taught my mom taught for 35 years in school system my dad was a teacher in entrepreneurship as well and I'll see in about
• 7:02
  [SPEAKER_02]: I got into taxes, but one thing that stood out to me was that, my mom, she worked 35 years in the school board, and she passed away one month, I've never retired me.
• 7:12
  [SPEAKER_02]: Wow.
• 7:13
  [SPEAKER_02]: One month after she retired, she passed away, and that's what I'm like, you know what?
• 7:17
  [SPEAKER_02]: I want to enjoy life.
• 7:20
  [SPEAKER_02]: You know, like, I want to enjoy life on and do things differently.
• 7:23
  [SPEAKER_02]: You know, I didn't want to want to be able to experience life and go with the casings and for about 24, I told you that I didn't have, you know, my family.
• 7:34
  [SPEAKER_00]: Yeah, it kind of sounds like you grew up in a family where security was top priority, like get this career, like make sure you know you get into teaching, make sure you get your masses degree.
• 7:46
  [SPEAKER_00]: So I know, for you to even pivot into entrepreneurship, that's like a whole different main.
• 7:52
  [SPEAKER_00]: Yeah.
• 7:52
  [SPEAKER_00]: So like, was it your mom passing after retirement that kind of made you say, hey, look, I'm going to go better on myself because I already know where this could end up, you know, especially you say you were teaching.
• 8:05
  [SPEAKER_00]: So thinking like that, what if I work 35 years and
• 8:09
  [SPEAKER_00]: I might not be able to enjoy my retirement.
• 8:11
  [SPEAKER_00]: Like, how did you, like, what was like the process between transitioning, you know, like wanting to be a teacher and then getting into entrepreneurship?
• 8:21
  [SPEAKER_02]: That was one of the reasons.
• 8:24
  [SPEAKER_02]: You know, but when I was working in the school board, it taught me like systems processes, but the income that I was making all that while.
• 8:32
  [SPEAKER_02]: And I looked at my mom's W-2 of the G-Pass, she made like 70,000, 75,000 dollars a year.
• 8:36
  [SPEAKER_01]: Mm-hmm.
• 8:37
  [SPEAKER_02]: And while I'm, you know, I make 75,000 dollars a year.
• 8:40
  [SPEAKER_02]: I want to have three or four children.
• 8:42
  [SPEAKER_02]: So how am I going to put them in a position to be successful?
• 8:46
  [SPEAKER_02]: Mm-hmm.
• 8:47
  [SPEAKER_00]: Yeah.
• 8:47
  [SPEAKER_02]: Just being just working in the school board, you know, and, um, and although I appreciate my mom down, I understand this sacrifice, but...
• 8:57
  [SPEAKER_02]: I just want to try something different.
• 8:59
  [SPEAKER_02]: You know, I want to say, hey, look, you know, what if I became entrepreneur, what if I generated a significant amount of income, you know, and, you know, and just wrote this thing all the way out, and then they see how far I could go.
• 9:11
  [SPEAKER_02]: And I know some people kind of like have.
• 9:16
  [SPEAKER_02]: You know, you're younger, everybody wants to become a millionaire, and then once you start working towards that, like, why I just want to create a legacy for my family, Lee, something for my children, you know, so that's kind of, I'm going to gotten me so one.
• 9:27
  [SPEAKER_02]: One of the reasons was, my mom passed away, and then after that was like, man, you know, what if I could take this thing to the next level?
• 9:35
  [SPEAKER_02]: Like I was telling you all before we started that I read in books.
• 9:38
  [SPEAKER_02]: and I started running about 10,000 hours, staying focused and committed on one thing, one vision, one going on.
• 9:45
  [SPEAKER_02]: I just dove into it and didn't get me distracted by anything and you know what I'm invested in myself and invested in the company, invested in my partners.
• 9:55
  [SPEAKER_02]: Along with the support from my wife and my family, you know, just being in a backbone of support in the understood division.
• 10:02
  [SPEAKER_02]: you know, now we're today.
• 10:03
  [SPEAKER_00]: Yeah, that's really, it's crazy because I feel like every entrepreneur goes through that journey with YouTube.
• 10:09
  [SPEAKER_00]: You grow one way, you kind of,
• 10:12
  [SPEAKER_00]: you get the program from your parents.
• 10:14
  [SPEAKER_00]: Now it's like, you got to re-program yourself.
• 10:17
  [SPEAKER_00]: You're gonna start with, you got to start reading books, start listening to different podcasts.
• 10:20
  [SPEAKER_00]: Like I'm pretty sure people are gonna be watching this.
• 10:23
  [SPEAKER_00]: Probably figuring out different ways to transition into another lane.
• 10:26
  [SPEAKER_00]: So it's like, you really got to re-program yourself.
• 10:29
  [SPEAKER_00]: So yeah, definitely.
• 10:30
  [SPEAKER_00]: You know, the fact that you say you ain't picked up books is, it's definitely something that a lot of entrepreneurs could relate because you got to get
• 10:38
  [SPEAKER_00]: The bad program in now and you got to replace it with new program and did you start with like money did you have money saved up or like who was like Like how did you start I didn't even don't you think about Entrepreneurship when I first got started.
• 10:51
  [SPEAKER_02]: I know anything about it.
• 10:52
  [SPEAKER_02]: Yeah, I end number It'll see I know anything about business logic started and as I grew I started learning about you know
• 11:03
  [SPEAKER_02]: business structure, you know, that's core, C cores, you know, saving, investing.
• 11:11
  [SPEAKER_02]: How much you're supposed to invest, how much you're supposed to save, you know, I started learning about, I started from scratch.
• 11:18
  [SPEAKER_02]: I didn't have any experience.
• 11:19
  [SPEAKER_02]: So every, you know, one of the reasons why I'm really successful because,
• 11:25
  [SPEAKER_02]: I can take someone.
• 11:26
  [SPEAKER_02]: When you go through that all at route and you can, I can actually take someone that has no experience.
• 11:31
  [SPEAKER_02]: Yeah.
• 11:32
  [SPEAKER_02]: It starts from scratch and becomes successful and most of the partners that I have, they start from scratch.
• 11:39
  [SPEAKER_02]: And so I'm like, I can teach you the way because I did it.
• 11:41
  [SPEAKER_02]: I started from scratch.
• 11:42
  [SPEAKER_02]: So this is how you can get in this business with a very little budget and become successful.
• 11:48
  [SPEAKER_02]: We make take time, but I have the blueprint because I did everything that was required.
• 11:53
  [SPEAKER_02]: to be successful.
• 11:53
  [SPEAKER_02]: I did it and I didn't have an investment.
• 11:55
  [SPEAKER_02]: Later on, I was able to see once he started generating income, that's when people kind of started helping.
• 12:00
  [SPEAKER_02]: And I didn't give you a loan, you generate over six figures.
• 12:02
  [SPEAKER_02]: And so those things started to come along the way, but at first, you really out there on your own.
• 12:07
  [SPEAKER_02]: And you're trying to figure it out.
• 12:08
  [SPEAKER_02]: You know, there's not a lot of opportunities and a lot of people to help you when you're not a man, so you're not successful.
• 12:15
  [SPEAKER_01]: I do want to jump into the industry that you decided to jump into, which was the taxes industry.
• 12:22
  [SPEAKER_01]: How do you enter into the industry, what opportunity did you see, and what made you want to start doing taxes early on?
• 12:32
  [SPEAKER_02]: After I graduated from Hampton, I stayed one year for Lardell.
• 12:37
  [SPEAKER_02]: And I was just still training there.
• 12:39
  [SPEAKER_02]: You know, I just, I knew my tank shots were going to an NFL where like slim to none, but I just still want to play football, keep myself active.
• 12:45
  [SPEAKER_02]: I didn't get an opportunity so I said, you know what?
• 12:47
  [SPEAKER_02]: I started taking care of my son, had my son, I was 19.
• 12:50
  [SPEAKER_02]: I mean, I got to go to Tampa, my wife was in Tampa, she graduated from U.S.
• 12:57
  [SPEAKER_02]: moved to Tampa and I worked, you know, in school, but I don't secure anything in the generate income at first.
• 13:05
  [SPEAKER_02]: And I want to her friends from college.
• 13:08
  [SPEAKER_02]: News was doing someone with an high school with any approach me would become an attack professional.
• 13:13
  [SPEAKER_02]: In the first two years, I turned it down like, look, I'm good.
• 13:16
  [SPEAKER_02]: I finally got myself situated.
• 13:17
  [SPEAKER_02]: I was probably making about 40, $50,000 at a time.
• 13:21
  [SPEAKER_02]: And one season he comes just 30 years, he makes over $1 million.
• 13:25
  [SPEAKER_02]: And my, okay, that caught my attention.
• 13:27
  [SPEAKER_02]: Got you now.
• 13:30
  [SPEAKER_02]: I'm like, okay, I've never seen a person go from zero to a million.
• 13:36
  [SPEAKER_02]: I personally saw it on TV, but like, well, I just got me to $1 million.
• 13:40
  [SPEAKER_02]: I became a student.
• 13:41
  [SPEAKER_02]: Yeah.
• 13:41
  [SPEAKER_02]: I really follow the blueprint.
• 13:43
  [SPEAKER_00]: No, it's.
• 13:45
  [SPEAKER_00]: And.
• 13:45
  [SPEAKER_00]: Everything that he taught me, and I just started doing it immediately.
• 13:50
  [SPEAKER_00]: So did you, did you, were you like under his wings at first, and then you started your own thing?
• 13:56
  [SPEAKER_02]: Yes, I was under his wings at first.
• 13:58
  [SPEAKER_02]: So he had a brand already.
• 14:00
  [SPEAKER_02]: I was under his wings, and he just showed me exactly.
• 14:03
  [SPEAKER_02]: It was like a franchise model.
• 14:05
  [SPEAKER_02]: And he showed me everything that I need to do.
• 14:07
  [SPEAKER_02]: It comes successful.
• 14:08
  [SPEAKER_02]: And I just played the game.
• 14:10
  [SPEAKER_02]: I played like a student.
• 14:11
  [SPEAKER_02]: You know, I just...
• 14:13
  [SPEAKER_02]: You're a successful fall in the blueprint, wherever you tell me you do, long as it's ethical and it's a correct thing that you don't wanna do it.
• 14:20
  [SPEAKER_01]: Right, right, right.
• 14:22
  [SPEAKER_01]: So what was starting out in the industry?
• 14:24
  [SPEAKER_01]: What was your top?
• 14:26
  [SPEAKER_01]: three ways that you was able to go out and get tax clients.
• 14:29
  [SPEAKER_01]: Cause nowadays, you know, see a lot more tax professionals coming on to, you know, on the horizon and whatnot.
• 14:35
  [SPEAKER_01]: But what is some of the the the the easiest go to strategies that you're able to do to get clients starting out.
• 14:41
  [SPEAKER_01]: Cause you went from, you know, working any kind of job to be able to starting a business, you know, just by seeing somebody else win, the what was some of the things that you're able to do to marketing at clients.
• 14:53
  [SPEAKER_02]: At first, so when I started, it was no online.
• 14:56
  [SPEAKER_02]: I think Instagram, I just came out.
• 14:59
  [SPEAKER_02]: Facebook was out there and Facebook came out.
• 15:03
  [SPEAKER_02]: First, when you had 2000 or 2005, Facebook came out.
• 15:08
  [SPEAKER_02]: It wasn't a lot of companies that were marking online.
• 15:13
  [SPEAKER_02]: It was still a first.
• 15:14
  [SPEAKER_02]: So he taught us offline marketing strategies.
• 15:17
  [SPEAKER_02]: The first strategy is that we utilize it, we would drop the R signs around the community to like bend its eyes.
• 15:23
  [SPEAKER_02]: Bend its eyes.
• 15:24
  [SPEAKER_02]: So they explain it.
• 15:25
  [SPEAKER_02]: We're certainly going to be a drop-in.
• 15:29
  [SPEAKER_02]: You give us a strategy on how to drop to R signs, where to drop like, for example, we would drop bend its eyes around, walk more.
• 15:36
  [SPEAKER_02]: No, we would drop bend its eyes around.
• 15:39
  [SPEAKER_02]: football fields, you know, like, we're parents, we're at, you know, schools, you know, following intersections.
• 15:46
  [SPEAKER_02]: And our number would be on the yard sign of people will call it office.
• 15:49
  [SPEAKER_02]: Right.
• 15:50
  [SPEAKER_02]: The second thing we do will fly our apartments.
• 15:54
  [SPEAKER_02]: We were apartment complexes and we put fires on their doors and it was strategic as well.
• 15:59
  [SPEAKER_02]: We put it by the door knob so when they opened it with following their house.
• 16:04
  [SPEAKER_02]: So they would have to eventually get that fire.
• 16:07
  [SPEAKER_02]: The third shadow we get names and numbers.
• 16:09
  [SPEAKER_02]: So we will walk up to people in the community like on the Walmart.
• 16:13
  [SPEAKER_02]: We get an even number explaining everything we schedule a appointment on the spot.
• 16:17
  [SPEAKER_02]: So those three strategies which names and numbers was
• 16:21
  [SPEAKER_02]: I think most effective.
• 16:22
  [SPEAKER_02]: All those strategies were great.
• 16:24
  [SPEAKER_02]: And we did that.
• 16:26
  [SPEAKER_02]: He would teach us to do that a month before tax season.
• 16:29
  [SPEAKER_02]: So if you were new, if you didn't have, let's say for instance, you were new, you got started in industry, you didn't have any clients.
• 16:33
  [SPEAKER_02]: Let's do that every day, eight hours straight, four hours, take a two hour break, four hours again.
• 16:40
  [SPEAKER_02]: And you do that, you'll build your client's eldest.
• 16:44
  [SPEAKER_02]: So now you have people to call, you know, you have business, you have potential clients, potential referrals.
• 16:49
  [SPEAKER_02]: So we did that in month before the doors opened up.
• 16:52
  [SPEAKER_02]: We had a client tell this.
• 16:53
  [SPEAKER_00]: Sorry to break this amazing episode.
• 16:55
  [SPEAKER_00]: I just have to let you guys know the best tool for marketing in 2025 is podcasting.
• 17:00
  [SPEAKER_00]: Listen, it transformed our lives across all platforms, we was able to hate
• 17:05
  [SPEAKER_00]: 15 million plus people, imagine what it did for our business.
• 17:08
  [SPEAKER_00]: To mention, we also have some notable likes just through pie casting.
• 17:12
  [SPEAKER_01]: People like you same boat, the way in weight, Kevin Garnet, Steven A. Smith, Secretary of the entertainer, Queen Latifa.
• 17:19
  [SPEAKER_01]: But more importantly, having engagement by your dream clients is probably the most important thing that will move the needle for you and your business.
• 17:27
  [SPEAKER_01]: So what we wanna teach you is exactly how to go out and start creating an amazing content.
• 17:33
  [SPEAKER_01]: that will find your dream audience to go ahead and start paying you for your products and your services.
• 17:38
  [SPEAKER_01]: If you want to be able to learn exactly how to build up an audience and build up a brand online where people start knowing you like you and buying from you for your products and services, what I want to do is invite you guys to our next free masterclass where we're showing you exactly how you can start taking your content and being seen online by your dream clients and possibly be some celebrities as well.
• 17:58
  [SPEAKER_01]: Go ahead and click the link down below and I'm going to see you
• 18:03
  [SPEAKER_00]: Nice.
• 18:04
  [SPEAKER_01]: I do remember one time you were saying that one of the strategies that you used to do was used to go to like intersections and you have your flyers and you were handed out almost like how the newspaper style is that light is that like one of the strategies that you still do or like yeah that's how did it work for you at that time
• 18:24
  [SPEAKER_02]: When I did that strategy, I had one of my friends in college names, Brandon Walker, and he came down at work with me, and he was, I taught him how to outside, Mark, he worked with my second year.
• 18:35
  [SPEAKER_02]: And that's my start learning about numbers.
• 18:37
  [SPEAKER_02]: Like, while we get it, we can get five, they want to see get out 5,000 flyers, but we, like, well, what if we can get out 5,000 flyers in a couple of days?
• 18:48
  [SPEAKER_02]: It's all about numbers, who can I get this?
• 18:50
  [SPEAKER_02]: Well, how can I get this flyer out faster?
• 18:53
  [SPEAKER_02]: So one day, I just was driving.
• 18:55
  [SPEAKER_02]: I saw the guys passing on newspaper for the cause of my, wow, what if we did that with flyers?
• 19:02
  [SPEAKER_02]: And we put four people, what were we intersection?
• 19:05
  [SPEAKER_02]: You know, in the car, stop.
• 19:07
  [SPEAKER_02]: We handed people flyers in the cars.
• 19:08
  [SPEAKER_02]: And we put on those yellow, the orange safety vests.
• 19:14
  [SPEAKER_02]: And we're almost getting 5,000 flyers out per day.
• 19:18
  [SPEAKER_02]: So what we were able to do when it took a person a week to do, it took us a couple days to do it.
• 19:24
  [SPEAKER_02]: So because no matter how you, if you're, you put a partner, you put your store, get out of the flyer, you get out of the flyer, you know?
• 19:33
  [SPEAKER_02]: It was a number of games, so when we figured that out, we're like, let's get it out faster.
• 19:37
  [SPEAKER_02]: Because taxis, you have a really short time to be successful.
• 19:40
  [SPEAKER_02]: Most people think that,
• 19:42
  [SPEAKER_02]: You know, I have from January to April 15th and after tax season, there's opportunities as well, you know, depend on what clientele base.
• 19:53
  [SPEAKER_02]: But most people, five are taxed between January, first and January, first and February 15th, first six would be taxed season.
• 20:05
  [SPEAKER_02]: That's when you've got to blame your clientele and after that you work off a referral.
• 20:09
  [SPEAKER_02]: These are the most of the people refer to their friends and family.
• 20:12
  [SPEAKER_02]: So, you like, man, let's get out 20 or 30,000 flyers.
• 20:16
  [SPEAKER_02]: You have your own sign of getting names and numbers.
• 20:18
  [SPEAKER_02]: Our doors open every day.
• 20:19
  [SPEAKER_01]: Yeah.
• 20:20
  [SPEAKER_01]: And then, hold on.
• 20:21
  [SPEAKER_01]: Well, for like, I like the reason why I like these strategies because sometimes like we kind of get caught up in the mindset, like, you are not too good at social media.
• 20:31
  [SPEAKER_01]: I don't have the money for the paid ads.
• 20:33
  [SPEAKER_01]: I don't have
• 20:34
  [SPEAKER_01]: You know, but if you had the time and you got the the will power to do it, you can do these strategies to be able to get some customers and clients.
• 20:41
  [SPEAKER_01]: But now I do want to actually like when you guys were handing out like 5,000 flyers a day, how much money you think that was probably bringing into the business?
• 20:50
  [SPEAKER_01]: each and every week or so.
• 20:52
  [SPEAKER_02]: So at that time, we're doing about 15 to 20 clients per day.
• 20:56
  [SPEAKER_02]: 15 to 20 clients per day, and you can charge anywhere from between 300 to some people you can charge $1,000.
• 21:04
  [SPEAKER_02]: Depending on what type of tax return, when I say 300, I mean, if someone is
• 21:11
  [SPEAKER_02]: Simple W2, no additional forms.
• 21:14
  [SPEAKER_02]: So you set your pricing up, you know, I say a thousand, you're probably talking about someone who has a professional business, you're going through their bank statements, it's taking.
• 21:24
  [SPEAKER_02]: four or five days of five I tack for trying to make sure it's done correctly.
• 21:27
  [SPEAKER_02]: You know, so depend on what client you have and then you also charge it for your time and your expertise as well.
• 21:34
  [SPEAKER_01]: So roughly, you probably would be making about 4,500 a day minimum, just from handing out 5,000 flyers a day.
• 21:41
  [SPEAKER_02]: That's good.
• 21:42
  [SPEAKER_02]: That's really good.
• 21:44
  [SPEAKER_02]: Now, you don't get paid immediately.
• 21:47
  [SPEAKER_02]: Alright, so we work with thanks that.
• 21:51
  [SPEAKER_02]: takes the fee out of the client.
• 21:52
  [SPEAKER_02]: It's a refund.
• 21:54
  [SPEAKER_02]: So you don't get made.
• 21:55
  [SPEAKER_02]: So what happens is that money stacks up and around March 1st, that's where you've ever climbed you to pay you to the lump sum of whoever got paid in this every time.
• 22:07
  [SPEAKER_00]: Yeah, I'm glad you mentioned that too because I've you know, I've worked with the tax affairs and
• 22:13
  [SPEAKER_00]: Like I always he never acts as me for like, I'm like how's he getting paid like it never came to mind but now I think of my days like they're taking it from, you know, the refund refund.
• 22:24
  [SPEAKER_00]: Yes, make sure.
• 22:25
  [SPEAKER_00]: So I didn't want to actually do because I know it's different business.
• 22:31
  [SPEAKER_00]: ladder is when it comes to the like starting the tax business.
• 22:35
  [SPEAKER_00]: Um, I know they have, um, prepare office owner with a team and then service bureau.
• 22:42
  [SPEAKER_00]: You could kind of break those down and like wish when we like the most profitable.
• 22:48
  [SPEAKER_00]: Okay.
• 22:48
  [SPEAKER_02]: What I teach people to have four, wait, so let's take it back instead.
• 22:55
  [SPEAKER_02]: When you mentioned service bureau, I worked with service
• 23:01
  [SPEAKER_02]: in experience, in tree level, experience, in advanced tax professional.
• 23:08
  [SPEAKER_02]: So I showed them how to create packages to attract everyone.
• 23:15
  [SPEAKER_02]: So for example, I'll take a service bro.
• 23:18
  [SPEAKER_02]: And for those who don't know, a service bro, someone who starts their own tax software company.
• 23:22
  [SPEAKER_02]: I said, we're going to create you four packages.
• 23:24
  [SPEAKER_02]: The first package is going to be a P10 package.
• 23:27
  [SPEAKER_02]: That's when a person has to get a, a prepare, a paper pair, tax identification number.
• 23:33
  [SPEAKER_00]: Yeah.
• 23:35
  [SPEAKER_02]: And when you get that package, you're going to work under that person's brand.
• 23:39
  [SPEAKER_02]: You're going to be like a pair for their office, because you're going to be revenue share, where if you charge someone $100, the prepare is going to get $70, the service bill is going to get $30.
• 23:52
  [SPEAKER_02]: The reason why I do that, because that person is new.
• 23:55
  [SPEAKER_02]: You don't have experience.
• 23:56
  [SPEAKER_02]: So they're going to review every tax return, they're going to make sure everything's compliant.
• 24:01
  [SPEAKER_02]: So there's minimum requirements, they'll usually a low investment.
• 24:04
  [SPEAKER_02]: People charge your new from $99 to $29 to get that started.
• 24:08
  [SPEAKER_02]: To get started.
• 24:09
  [SPEAKER_02]: In the second opportunity is, someone that has a EFIN.
• 24:15
  [SPEAKER_02]: That's the electronic file and identification number.
• 24:18
  [SPEAKER_02]: You have to get it approved.
• 24:19
  [SPEAKER_02]: It doesn't cost, prepare identification, never only cost like 19 books.
• 24:23
  [SPEAKER_02]: The EFIN is no cost, but it can take anywhere from 45 to 90 days to get.
• 24:29
  [SPEAKER_02]: Now, you're able to, you're self-reliable to electronically file.
• 24:33
  [SPEAKER_02]: Tax returns to the IRS.
• 24:35
  [SPEAKER_02]: No one has to review it.
• 24:37
  [SPEAKER_02]: Tom, now you're operating as your own entity, your own tax business, you're going to get it.
• 24:42
  [SPEAKER_02]: You got your number, you get the LLC.
• 24:46
  [SPEAKER_02]: You also take a tax education course.
• 24:48
  [SPEAKER_02]: In your level, experience, advance.
• 24:51
  [SPEAKER_02]: You offer that as well.
• 24:53
  [SPEAKER_02]: And P10 partners take courses as well too, but you definitely want to take a advanced course when you get your EFEN.
• 25:01
  [SPEAKER_02]: Now, that service bro, they're able to attract people that probably were P10 partners.
• 25:08
  [SPEAKER_02]: Now, hey look, you can come, you know, 100% of your revenue now.
• 25:11
  [SPEAKER_02]: Now, so you gotta get your EFEN all the requirements to be successful.
• 25:15
  [SPEAKER_02]: After that, we offer an entry kind of leader,
• 25:23
  [SPEAKER_02]: You're becoming a reseller.
• 25:25
  [SPEAKER_02]: In the reseller, they resell in that service bro's tax offer.
• 25:29
  [SPEAKER_02]: When they resell in a tax offer, they resell in the P10 package and the even package.
• 25:34
  [SPEAKER_02]: It's kind of like an entry level position before you become a service bro.
• 25:37
  [SPEAKER_02]: You're able to work on your leadership skills, you're able to earn how to sell, learn how to operate the business, and just run your second entry level.
• 25:47
  [SPEAKER_02]: You get a lot of support from your service bro.
• 25:52
  [SPEAKER_02]: That next year, you become a serving girl, that's when you're on your own brand, your own entity.
• 26:00
  [SPEAKER_02]: And we help you kind of build your own schools platform, education platform, training courses, you can set you up with it, your own educational courses, what create our proof, the IRS,
• 26:10
  [SPEAKER_02]: And now, in we teach out the market in all 50 states.
• 26:13
  [SPEAKER_02]: So now you're building more of like a massive business and you're building more of a business and you're continuing to bring on partners at every level.
• 26:21
  [SPEAKER_02]: So I kind of teach people like, it was kind of like high school.
• 26:23
  [SPEAKER_02]: You come as a friend, sophomore, don't you?
• 26:27
  [SPEAKER_02]: Now you're seeing your graduate.
• 26:28
  [SPEAKER_02]: Got you.
• 26:29
  [SPEAKER_00]: So, because I wanted to, I don't want to, I too, it was like so, for people who like being on me watching this
• 26:39
  [SPEAKER_00]: like could you kind of break down like in terms of earning like how much money could you earn at every level to you get to starting your own service bureau like it's because I'm like the way you kind of made the service bureau sound is like once you get everything in place you know you could go ahead and start your business and you know
• 27:03
  [SPEAKER_00]: basically make as much money as depending on your marketing, like you could have no cap on their mind of money you could make.
• 27:10
  [SPEAKER_00]: So kind of like walk us through the different levels in terms of like income and earning potential.
• 27:18
  [SPEAKER_02]: So most P10 partners.
• 27:22
  [SPEAKER_02]: They can generate income.
• 27:25
  [SPEAKER_02]: And the new business owners, but very, very learning.
• 27:29
  [SPEAKER_02]: So they're going to have a lot of mistakes that first year is like learning it.
• 27:33
  [SPEAKER_02]: But P10, part of it's most, what's the topic?
• 27:39
  [SPEAKER_02]: Just really learning education, missing a lot of things because you know, they're not experienced.
• 27:44
  [SPEAKER_02]: Every, because you think about this, that every person has a different tax situation.
• 27:51
  [SPEAKER_02]: Yeah, when you sit down with them,
• 27:55
  [SPEAKER_02]: different following status.
• 27:57
  [SPEAKER_02]: So, you know, one thing that I ran into my first year was just education, understanding the form of the different, right, is the functions, how different business entities are tax that will do experience.
• 28:10
  [SPEAKER_02]: You know, so you do something that I probably took I learned in the course from why this is in front of me now.
• 28:17
  [SPEAKER_02]: So now I've been able to strongly answer those questions.
• 28:21
  [SPEAKER_02]: You come back to that next season like, okay, I'm experienced.
• 28:24
  [SPEAKER_02]: I want to take off during the off season.
• 28:26
  [SPEAKER_02]: I know it's something that I talk about in training with tax professionals, I say, you know, we compare it to high school.
• 28:33
  [SPEAKER_02]: We also compare it to the NFL as well.
• 28:36
  [SPEAKER_02]: What do NFL players do during the off season?
• 28:40
  [SPEAKER_02]: They train and work out.
• 28:42
  [SPEAKER_02]: So that's why taxing is called tax season.
• 28:47
  [SPEAKER_02]: And sometimes they have to go to their playing NFL, they have to go to specialists to get better.
• 28:52
  [SPEAKER_02]: They might go to a raus coach, conditioning coach, shrimp coach.
• 28:57
  [SPEAKER_02]: So, you know, I'll see that tell our tech professors like go to the person outside of me.
• 29:02
  [SPEAKER_02]: I'm going to teach out of our operating entire business.
• 29:05
  [SPEAKER_02]: But within our company, we have experts within our company.
• 29:09
  [SPEAKER_02]: We have people that are expressing tax law, tax education,
• 29:18
  [SPEAKER_02]: So, you place those people on training so everyone's getting the same experience.
• 29:23
  [SPEAKER_01]: You know, makes it, yeah, yeah, absolutely.
• 29:26
  [SPEAKER_01]: And then like when it comes to like, you know, because I know you're trying a lot of tax professionals and tax providers in the business, you know,
• 29:36
  [SPEAKER_01]: Like, when it comes to the branding, you know, customer acquisition and also, you know, getting referrals because, you know, you mentioned from the first six weeks from January 15th to about February, early February, that's your high season, you know, after that is referrals.
• 29:55
  [SPEAKER_01]: So like, when it comes to referrals, like, how are you in a sense, like, are you guys training people and incentivize people, like, hey, when you send out,
• 30:03
  [SPEAKER_01]: you know a friend or family member you get a hundred bucks twenty dollars where like how do you build a referral system for the tax business to be able to continue to find it.
• 30:13
  [SPEAKER_02]: So that's or a referral system is a part of the under the market.
• 30:20
  [SPEAKER_02]: That's one thing on the market and I'm brother to different ways.
• 30:22
  [SPEAKER_02]: Like we say hey look you know if you refer someone to us we're going to give you fifty dollars on this podcast.
• 30:30
  [SPEAKER_02]: Yeah.
• 30:31
  [SPEAKER_02]: So as a tax professional, you can use your income, and also depending on how many tax returns you did.
• 30:38
  [SPEAKER_02]: There's banks that work with us and give us funding.
• 30:41
  [SPEAKER_02]: So we don't need funding for outside sources, because if you all say, for example, if you became a tax professional, and you did a minimum of 50 tax returns, the bank will say, hey, you know what?
• 30:54
  [SPEAKER_02]: Cody, 50 tax returns last year.
• 31:00
  [SPEAKER_02]: eBay, the little 50 tax returns, he made $27,000.
• 31:03
  [SPEAKER_02]: The bank's gonna say, hey, Cody, we're gonna give you $12,000 upfront.
• 31:09
  [SPEAKER_02]: For marketing and for photosynthetic clients.
• 31:11
  [SPEAKER_02]: So imagine you going back and say, hey, look, if you're a returning partner.
• 31:16
  [SPEAKER_02]: You come in a five year taxi day and you bring a friend and family.
• 31:19
  [SPEAKER_02]: You're going to give you $50 cash on a spot.
• 31:22
  [SPEAKER_01]: Yeah, I've got a wrinkle on it.
• 31:24
  [SPEAKER_01]: And what's the type of banks that typically works with these tax professionals?
• 31:28
  [SPEAKER_02]: There's a there's some banks called their refunded advantage, TPG in these companies are refunded away.
• 31:34
  [SPEAKER_02]: We're specifically with tax professionals.
• 31:35
  [SPEAKER_01]: Right.
• 31:36
  [SPEAKER_02]: So they provide funding.
• 31:39
  [SPEAKER_02]: resources, you know, tools behind the game.
• 31:42
  [SPEAKER_02]: Clients, you know, advances for clients.
• 31:44
  [SPEAKER_02]: When you see that, you're in taxi, you see someone getting a 75-hour event.
• 31:48
  [SPEAKER_02]: That's the banks that are given in advance.
• 31:51
  [SPEAKER_02]: They're making money off the interest in, they also provide funding for tax professors as well.
• 31:57
  [SPEAKER_02]: It's really cool because when, as a tax professional, you would notice a lot of tax professors, they don't need funding because when I want October hits,
• 32:10
  [SPEAKER_02]: In their successful, if they're making $200,000, sometimes the banks would get them $40, $60,000 of just from marketing to open new locations.
• 32:20
  [SPEAKER_02]: No credit check is just off of what you done at previous year.
• 32:27
  [SPEAKER_02]: So they know that they come back with us.
• 32:30
  [SPEAKER_02]: You know, you generated $20,000,000, we'll give you $60,000 to open new location and market.
• 32:35
  [SPEAKER_02]: Or pay your staff, whatever you want to do, and what you do is in return once you start generating income.
• 32:41
  [SPEAKER_02]: They normally take between 70 to 80 percent.
• 32:43
  [SPEAKER_02]: So you have a payout of $100,000.
• 32:44
  [SPEAKER_02]: And you say, hey, you know what?
• 32:46
  [SPEAKER_02]: We're going to put $40,000 towards what we gave you.
• 32:50
  [SPEAKER_02]: And so you continue to generate clients in generating income.
• 32:54
  [SPEAKER_00]: And I did want to unpack a little bit more deep.
• 32:57
  [SPEAKER_00]: Deepo is that the service bureau model.
• 33:00
  [SPEAKER_00]: Yes, like, because, for example, it's like, when it comes to
• 33:08
  [SPEAKER_00]: being profitable at like a high level with that business model.
• 33:11
  [SPEAKER_00]: Like, what does it look like?
• 33:13
  [SPEAKER_00]: Like, I know you said that you're splitting the revenue per return.
• 33:18
  [SPEAKER_00]: What kind of walk us through like, how does it work with the partners and also making money in the business and how far could it cause something like this grow?
• 33:30
  [SPEAKER_00]: So for me,
• 33:33
  [SPEAKER_02]: I started off with one partner, which is a guy Brandon Walker on my college friends.
• 33:40
  [SPEAKER_02]: And what I learned was that to be a successful service bro, there's a few things that are mandatory, support providing support for your partner.
• 33:51
  [SPEAKER_02]: It's a growing.
• 33:51
  [SPEAKER_02]: If you do it at a high level, and a service bro, but to do it at a high level, and we're talking about.
• 33:57
  [SPEAKER_02]: We submit over 50,000 bank problems with your accurate turns, you guys in the bank this year.
• 34:04
  [SPEAKER_02]: You have to have a support team.
• 34:06
  [SPEAKER_02]: When we have a live support team down in Tampa, Florida, whatever in office they were going, we have five people that support our survey bros. We also have a training platform.
• 34:19
  [SPEAKER_02]: community as well, where people can get trained.
• 34:22
  [SPEAKER_02]: You can get trained on the business, and we also have training to get tax education courses, as well, too.
• 34:28
  [SPEAKER_02]: So, be able to, you know, you want to get credit for the IRS, be provide courses for that as well.
• 34:36
  [SPEAKER_02]: So, you need to educate it from, you know, you're able to get all your requirements.
• 34:42
  [SPEAKER_02]: Now, there's,
• 34:44
  [SPEAKER_02]: There's only, by California, a couple of states, average requirements to become a tax professional.
• 34:49
  [SPEAKER_00]: But we recommend the tax professionals still take.
• 34:53
  [SPEAKER_02]: It's coming up to CE credit, to get CE credit select.
• 34:56
  [SPEAKER_02]: To get the 15 to 20 CE credit, you can get it at our worst tax form, or you can take a course.
• 35:01
  [SPEAKER_02]: So we provide that for you.
• 35:02
  [SPEAKER_02]: We have an education platform, we have a training platform.
• 35:05
  [SPEAKER_02]: We also have a support.
• 35:07
  [SPEAKER_02]: Then we also create a community as well to what people feel supported, and they can voice their opinion.
• 35:12
  [SPEAKER_02]: So, we provide that because, you know, any business, you know, you're dealing with people, you're dealing with clients, you want them to be able to waste their concerns as well, too.
• 35:24
  [SPEAKER_02]: So, we provide that option as well, too, and that's generally how we get better every year, or both very experienced.
• 35:32
  [SPEAKER_02]: sharing their thoughts.
• 35:34
  [SPEAKER_02]: So those are some of the key elements and we also do events for partners as well.
• 35:39
  [SPEAKER_02]: We're like a partner, focus company.
• 35:41
  [SPEAKER_02]: So for example, we take our top.
• 35:45
  [SPEAKER_02]: We got we have a 1% program.
• 35:47
  [SPEAKER_02]: We take our top 25 service bills on the cruise.
• 35:50
  [SPEAKER_02]: We just really focus on the partners.
• 35:52
  [SPEAKER_01]: Right.
• 35:53
  [SPEAKER_02]: We also have, uh, service bro training where we offer all of our service brills to come out.
• 36:00
  [SPEAKER_02]: We just had that in the Lanna.
• 36:01
  [SPEAKER_02]: Yeah.
• 36:01
  [SPEAKER_02]: That's good to go.
• 36:02
  [SPEAKER_01]: Yep.
• 36:03
  [SPEAKER_02]: Being invested a lot and making sure that the partners, understand what they need to do to be successful and you're having fun as well, too, and we're, uh, acknowledging their success as well.
• 36:16
  [SPEAKER_01]: Yeah, and how was that event the other day?
• 36:18
  [SPEAKER_01]: Cause seeing y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all, y'all,
• 36:46
  [SPEAKER_02]: and that even is really just to celebrate the success of the service boroughs.
• 36:51
  [SPEAKER_02]: Train them and also show them that we care.
• 36:57
  [SPEAKER_02]: You know, so we invested a lot, we had a gala, you know, we had chefs, and we had music, we had fun, you know, drinks, and just like, that's your hair down, and I'm playing the tie, you know, just chilling, getting no people, then we had our training, where I do the entire training, and I teach everyone everything that I know.
• 37:17
  [SPEAKER_02]: Because I believe if I can teach you, if I can get you independent as possible, quickly as possible, and get you everything that I know you can run on your own.
• 37:25
  [SPEAKER_02]: You're not going to have to just assist you along the way.
• 37:27
  [SPEAKER_02]: And then we had a pool party at the end of it.
• 37:31
  [SPEAKER_02]: That's when everybody had fun.
• 37:34
  [SPEAKER_02]: We had a artist come out.
• 37:36
  [SPEAKER_02]: It was pretty cool.
• 37:37
  [SPEAKER_02]: And everyone had a nice time.
• 37:38
  [SPEAKER_02]: So we just important that we show the partners that we care, we enjoy working with them, we provide a safe environment.
• 37:48
  [SPEAKER_02]: So they feel supported, and they can be successful as well.
• 37:52
  [SPEAKER_00]: That's dope.
• 37:53
  [SPEAKER_00]: And that's fun.
• 37:55
  [SPEAKER_00]: I definitely did see it and I know a lot of time effort and even organizing like goes into Yes, like throwing events like it's not I love that it took you to plan something like that And we were probably playing that for like three months yeah I got a great team.
• 38:11
  [SPEAKER_02]: Oh, yeah, I were great support team That's been working before a long time they understand the vision No, actually, but this is my first year hiring event planner anyone well because every other event before this I did on my own
• 38:26
  [SPEAKER_02]: Now I have support from partners, but I plan in my own.
• 38:29
  [SPEAKER_02]: I call all the vendors, and I, the banners, and...
• 38:34
  [SPEAKER_02]: everything I did on my own.
• 38:35
  [SPEAKER_02]: So this is, you know what, let me take a step back with a professor who's gonna do it.
• 38:39
  [SPEAKER_02]: You're trying to argue with him.
• 38:40
  [SPEAKER_01]: That's dope.
• 38:41
  [SPEAKER_01]: And like, what's some of the things they took?
• 38:43
  [SPEAKER_01]: Like, what's some of the things that the professionals when they come through, like, what do they leave with, you know?
• 38:50
  [SPEAKER_01]: Like, I know we got three days.
• 38:51
  [SPEAKER_01]: You got the galley.
• 38:52
  [SPEAKER_01]: You got the mass in mind.
• 38:54
  [SPEAKER_01]: By Tommy, or done in those two, three days, like, what are they leaving with?
• 38:58
  [SPEAKER_01]: Like, what's the transformation I got?
• 38:59
  [SPEAKER_02]: The key thing that they walk away with is more knowledge.
• 39:04
  [SPEAKER_02]: And they walk around, maybe you hear a lot of testimonies they always talk about in the blueprint.
• 39:09
  [SPEAKER_02]: I mastered the blueprint.
• 39:12
  [SPEAKER_02]: So that's what they walk away knowledge in, building a relationship for other successful, scientific growths.
• 39:19
  [SPEAKER_02]: So sometimes they'll see the scientific growth online and immediately they're on approachable, they may think that.
• 39:24
  [SPEAKER_02]: You know, I can't communicate with this person.
• 39:27
  [SPEAKER_02]: They walk with like, wow, this person wasn't in my shoes.
• 39:30
  [SPEAKER_02]: They started out with zero tax returns.
• 39:33
  [SPEAKER_01]: Yeah.
• 39:33
  [SPEAKER_02]: Now we have people who are doing $5,000, $4,000, $6,000.
• 39:36
  [SPEAKER_02]: We have something that's just $12,000.
• 39:37
  [SPEAKER_02]: They ain't products, you know, $7,000, $8,000,000.
• 39:41
  [SPEAKER_02]: They have their pastils, individuals, questions like how you're successful.
• 39:45
  [SPEAKER_01]: Yeah.
• 39:46
  [SPEAKER_02]: And you are going to gain more knowledge.
• 39:48
  [SPEAKER_01]: What have you seen with the people that is doing the 12,000, 5,000 tax returns?
• 39:52
  [SPEAKER_01]: What are they doing that the typical tax for pre-profession on you?
• 39:56
  [SPEAKER_02]: One thing they do they move really fast and they treat the business like it's a job.
• 40:02
  [SPEAKER_02]: In the structure.
• 40:03
  [SPEAKER_02]: Because you don't treat it, is it like just doing?
• 40:07
  [SPEAKER_02]: It's just to do it.
• 40:09
  [SPEAKER_02]: Even though doing tax returns, they're waking up, they have structures, schedules, they're working 12 hour days at a time, eight hour days.
• 40:20
  [SPEAKER_02]: So those ones, if I tell them to do something, they don't wait a week, like you told me that this would bring me a thousand bank problem to do it now.
• 40:29
  [SPEAKER_02]: That's the biggest difference, it's like, it's a success to love speed.
• 40:33
  [SPEAKER_02]: So if I tell you to do something, and someone doesn't faster than you,
• 40:39
  [SPEAKER_00]: That is true.
• 40:40
  [SPEAKER_02]: Yeah.
• 40:41
  [SPEAKER_02]: That's the key thing like the top three people in our company move really fast.
• 40:48
  [SPEAKER_02]: They don't wait.
• 40:49
  [SPEAKER_02]: Yeah.
• 40:50
  [SPEAKER_02]: And you see it?
• 40:51
  [SPEAKER_02]: Yeah.
• 40:51
  [SPEAKER_02]: If you tell me you'll photoshoot, we later photoshoot done.
• 40:57
  [SPEAKER_00]: And I wanted to ask you, so for people who are in like the series, we're like
• 41:09
  [SPEAKER_00]: When it comes to, because I know at the level you're right right now, being with all the partners you have, you're getting a revenue share per returns.
• 41:20
  [SPEAKER_00]: Yes.
• 41:21
  [SPEAKER_00]: Okay.
• 41:21
  [SPEAKER_00]: And then like how much would the partners be getting like what is like the percentage like split?
• 41:27
  [SPEAKER_02]: So, I get anywhere between seven to $54 off of these statutory.
• 41:37
  [SPEAKER_02]: Not in too many situations I get 54.
• 41:41
  [SPEAKER_02]: But the partners can't get anywhere between that low is, I mean, additional $5,000 to $6,000 of each after they set their own fees.
• 41:50
  [SPEAKER_02]: They send their own prices.
• 41:52
  [SPEAKER_02]: I'll sign that type of operation fee so they can set.
• 41:55
  [SPEAKER_02]: their own fees a lot of you have something we call the transmitter fee what they can add over three hundred dollars they add up to hundred dollars to that every tax return they submit they get a discounted dollars they control that so that's the great thing they they control that that portion of it yeah that's that's like a win a win win for both sides because they they still make a good amount of money and you know you
• 42:33
  [SPEAKER_02]: And so that's the end of goal.
• 42:35
  [SPEAKER_02]: So that's the goal that they're trying to get to.
• 42:36
  [SPEAKER_02]: Yeah, I want to be here for this, somebody else that's going through the, of course they're going to do a faster than me.
• 42:42
  [SPEAKER_02]: Yeah, they took me a long time.
• 42:44
  [SPEAKER_02]: I see some people actually, you know, doing this in about five or six years, they're not even following any time you're trying to think of me.
• 42:52
  [SPEAKER_00]: And like the software and things like that, you could talk a little bit about that side of it, right?
• 42:57
  [SPEAKER_00]: because I know you branded the software, talk a little bit about that side like that.
• 43:02
  [SPEAKER_00]: Like how did you work with the individuals who made the software and then co-branded it in?
• 43:09
  [SPEAKER_00]: And then it's now, you know, giving other tax-prepares access to it.
• 43:13
  [SPEAKER_02]: So how it works is you have like, major tax software companies that let you put their logo on the software.
• 43:18
  [SPEAKER_02]: But when you are directly with the major software company, they're just going to teach you as an individual, how do you love it?
• 43:27
  [SPEAKER_02]: They're not going to train your team.
• 43:28
  [SPEAKER_02]: They're going to ride you with very limited support.
• 43:32
  [SPEAKER_02]: They're not going to give your program structure like, hey, here's a software.
• 43:36
  [SPEAKER_02]: So that's why he created the service bureau.
• 43:38
  [SPEAKER_02]: The service bureau's job is to people have two choices.
• 43:42
  [SPEAKER_02]: I can go directly to the software and become the service bureau.
• 43:45
  [SPEAKER_02]: So we provide everything so you're like, you know what, instead of me trying to figure this thing on my own, I'm not going to come to someone like, it's tax-biz who already has the blueprint.
• 43:55
  [SPEAKER_02]: And I want to be successful immediately, because I imagine you going directly to the software.
• 44:00
  [SPEAKER_02]: Yeah.
• 44:02
  [SPEAKER_02]: You're trying to figure out how to operate your own customer support team.
• 44:06
  [SPEAKER_02]: I come with your own training platform.
• 44:08
  [SPEAKER_02]: So when you try to do that on your own, and people need value, they need information immediately.
• 44:14
  [SPEAKER_02]: When you're saying, hey, you're making it choice, you're like, wow, the tax bid has everything already.
• 44:20
  [SPEAKER_02]: Why would I go to home someone to start now?
• 44:22
  [SPEAKER_02]: I need to go to the tax because they have experience.
• 44:24
  [SPEAKER_02]: You know, everything I need.
• 44:26
  [SPEAKER_02]: Oh, that's really important.
• 44:28
  [SPEAKER_02]: You know, the software companies are valued with software.
• 44:31
  [SPEAKER_02]: There's some major software companies out there.
• 44:32
  [SPEAKER_02]: We work with three of them.
• 44:34
  [SPEAKER_02]: But we have to go out and provide the tools, the education, support, provide it.
• 44:38
  [SPEAKER_02]: So, not people like, we build this ecosystem where we provide everything.
• 44:42
  [SPEAKER_02]: So, person doesn't have to leave and look outside.
• 44:44
  [SPEAKER_00]: All right.
• 44:46
  [SPEAKER_00]: I make some nonsense.
• 44:48
  [SPEAKER_01]: And then I did want to talk about like, when it comes to growing a tax business, like I've seen like a lot of different people,
• 44:55
  [SPEAKER_01]: You know, jumping to the tax industry and with them like you said like with with we hear your your college friend you know within years and within you know one season area but a grow you know and make a whole lot of money like I've in it like you've seen it so I want to know like when it comes to like each tax season like who's typically the people that they're hiring like.
• 45:14
  [SPEAKER_01]: Because you can't possibly do every, you know, all of these 5,000 tax returns on your own in one season.
• 45:21
  [SPEAKER_01]: Like, who's the top players in this, in this, in this whole, you know, um, season to be able to make things shake for the business owner?
• 45:31
  [SPEAKER_02]: So as a tax office, so you weren't in the tax office, you hire a staff.
• 45:36
  [SPEAKER_02]: So let's take a little back there as requirements.
• 45:38
  [SPEAKER_02]: You got to get a prepared identification number to become a tax editor.
• 45:43
  [SPEAKER_02]: all tax professionals need to take a tax education course and get CE credits.
• 45:49
  [SPEAKER_02]: Then you have to get trained, then you have to learn the software, then you have to learn customer relations, then you have to learn the system that the person is hiring you.
• 46:00
  [SPEAKER_02]: So once you get those things in tax and place, now you're able to start working in that office in generating
• 46:13
  [SPEAKER_02]: Unless you get those things, you get a support like for me, I had three staff members.
• 46:18
  [SPEAKER_02]: And at one point, we're doing between four to five on your tax returns, as a single office.
• 46:23
  [SPEAKER_01]: Mm-hmm.
• 46:24
  [SPEAKER_02]: So, you know, that's when you break your number down, you're talking about four months, that's probably what, but five to six people a day.
• 46:35
  [SPEAKER_02]: You know, it doesn't, you don't have to, yeah, some of you have days where you may have 20 people come in.
• 46:40
  [SPEAKER_02]: Most times in between, if you're in a major operation, you're probably getting about eight, 12 people per day, you're probably turning five or six away because they don't have the proper documentation.
• 46:51
  [SPEAKER_02]: So that's kind of how it runs, you know, once you get to receive the prepared results, requirements, then obviously have your prepares, you have your.
• 47:01
  [SPEAKER_02]: You have your, um, person to answer to phone and set the appointment.
• 47:04
  [SPEAKER_02]: So I would set up his manager.
• 47:06
  [SPEAKER_02]: Yeah, and I call it a receptionist's appointment, et cetera.
• 47:09
  [SPEAKER_02]: Okay.
• 47:09
  [SPEAKER_02]: I look, I just need you to schedule appointments and you have two or three prepares and you have an office manager and you have a person that audit your files.
• 47:18
  [SPEAKER_02]: So that's when you really weren't in a really good operation and you had those key things in place and you put in those systems in place.
• 47:23
  [SPEAKER_02]: So people know what to do.
• 47:24
  [SPEAKER_02]: Like, hey, look, you know, you come in office,
• 47:31
  [SPEAKER_02]: and you go to the interview process and you teach how to get your refund and that's all the proper question.
• 47:35
  [SPEAKER_02]: Make sure you're filing correctly.
• 47:37
  [SPEAKER_02]: So once you put those processes in place, you're going to really profitable business.
• 47:41
  [SPEAKER_01]: Do you need a brick and mortar run a tax business?
• 47:44
  [SPEAKER_01]: Is that a myth or is it?
• 47:45
  [SPEAKER_02]: You don't know.
• 47:46
  [SPEAKER_02]: A lot of people actually work online now.
• 47:48
  [SPEAKER_02]: After COVID, my figure we're going to line.
• 47:53
  [SPEAKER_02]: I don't go.
• 47:53
  [SPEAKER_02]: We don't go on our office
• 48:00
  [SPEAKER_02]: April 15th, a little down the office and we were going to Texas and real life people do it online, once you get those returning clients, they're like, I just can't just stay home and send them.
• 48:12
  [SPEAKER_01]: Yeah.
• 48:12
  [SPEAKER_02]: If we reach out a lot, so we're going to do that with a lot of people are actually moving to just those in our office and just doing things online.
• 48:21
  [SPEAKER_00]: And what would be like the highest margin in service and like like tax service that most offices or most virtual businesses not providing like was like the highest margin service that they could provide.
• 48:34
  [SPEAKER_02]: I think providing I would say if I answered this correctly like I think support for
• 48:43
  [SPEAKER_02]: because a lot of tax professionals that you didn't generate so much income, imagine you filing so much tax attorney, you make $400 and one out and you pay the lump sum.
• 48:55
  [SPEAKER_02]: And the season, the bank puts $200 in your account, but you still have 500 clients out of service.
• 49:02
  [SPEAKER_02]: You're like, wow, you know, I wanna go have some fun now, I'm tired.
• 49:06
  [SPEAKER_02]: Ready to go out and walk down for four months.
• 49:09
  [SPEAKER_02]: Got to have support because you don't have support.
• 49:12
  [SPEAKER_02]: Now you got to rebuild your clientele this every year.
• 49:15
  [SPEAKER_02]: Because if you serve as five hundred people, people are calling us to question, you know, you got to have a support system or two in the place.
• 49:23
  [SPEAKER_02]: You know, and also education.
• 49:27
  [SPEAKER_02]: Education, that baby.
• 49:29
  [SPEAKER_02]: That may be number one.
• 49:31
  [SPEAKER_02]: A lot of people get an industry that don't educate theirself on.
• 49:34
  [SPEAKER_02]: You deliver credits, deductions, taking the proper courses, going to IRS forms.
• 49:41
  [SPEAKER_02]: That's a really important aspect of this business.
• 49:43
  [SPEAKER_02]: In fact, my first year, I felt like I could have made $50,000 more if I were to knew about it.
• 49:49
  [SPEAKER_02]: You got to get asked to proper questions.
• 49:51
  [SPEAKER_02]: You have to, as a tax professor, when you're doing taxes, you have to educate yourself.
• 49:55
  [SPEAKER_02]: That's like a IRS doesn't require any every state.
• 49:59
  [SPEAKER_02]: But, you know, if you're running a service bro business, you strongly want to implement that in your business.
• 50:05
  [SPEAKER_02]: That's something we've been able to do as well, too.
• 50:07
  [SPEAKER_02]: No, education is important, education.
• 50:11
  [SPEAKER_01]: I mean, and then also too, like when it comes to like the offices, we know education is a big thing.
• 50:17
  [SPEAKER_01]: We know studying and learning is also another big thing.
• 50:20
  [SPEAKER_01]: But how are these types of professionals able to make money when, you know, from April to December?
• 50:30
  [SPEAKER_02]: So a lot of people save their money.
• 50:31
  [SPEAKER_02]: We also learn how to do escorts, see some people still haven't filed, you know, they do amendments, you know, people audits, you know, and a lot of time prevention to become server-brows until tax offer.
• 50:43
  [SPEAKER_02]: Like we have some people on our team that are making that minimum $5 for months.
• 50:47
  [SPEAKER_02]: Some people are making $15 a month, just by selling tax software.
• 50:52
  [SPEAKER_02]: That's what we teach you.
• 50:53
  [SPEAKER_02]: I do as well too.
• 50:53
  [SPEAKER_02]: Like, hey, look, become a service borough.
• 50:56
  [SPEAKER_02]: I learned how to sell tax software after season.
• 50:59
  [SPEAKER_02]: So now you don't have to go back to corporate America where you can save your money and you can manage it.
• 51:03
  [SPEAKER_02]: That's what a lot of tech professors are doing now, selling tax all for after the season and doing, keeping their office open to do taxes as well.
• 51:12
  [SPEAKER_00]: And I did want to access far as I know when you was in the tax industry.
• 51:16
  [SPEAKER_00]: Because most of the time when people are filing taxes, they typically go away.
• 51:21
  [SPEAKER_00]: Uh, either somebody that they're familiar with in terms of culture or like, you know, might be a family friend or somebody who is, yes, or it kind of be like a little small circle where everybody does their taxes or goes to the same place.
• 51:34
  [SPEAKER_00]: So how do you, or like, what are some strategies of maintaining like clients like the next year?
• 51:44
  [SPEAKER_00]: Follow me because I rarely see people switching tax tax per pair is like that.
• 51:49
  [SPEAKER_00]: Like usually people stick one tax per rider may might be with them for years years on.
• 51:55
  [SPEAKER_02]: I think that that's when education falls in place as well because if you come to me and you're like, wow, as a business owner, Weston was able to save me additional 15,000 dollars.
• 52:10
  [SPEAKER_02]: The person I was going to
• 52:13
  [SPEAKER_02]: Yeah.
• 52:14
  [SPEAKER_02]: That comes with a prepare, educating yourself.
• 52:17
  [SPEAKER_00]: Yeah.
• 52:18
  [SPEAKER_02]: Like, wow, you know, you're coming up with a strategies on you to save.
• 52:20
  [SPEAKER_02]: So if you can get a person to save a little, I can sell you strategies to save.
• 52:26
  [SPEAKER_02]: 15 to 20 thousand dollars legally, you know, you're on a switch, you know, and keeping your doors open throughout the season.
• 52:35
  [SPEAKER_02]: That's important as well too, when people call you, you know, like, I can get in contact with someone.
• 52:41
  [SPEAKER_02]: Sometimes I'm a method of getting in contact with them, I think the most key thing is just preparing it.
• 52:45
  [SPEAKER_02]: So we have a lot of tax referrals that we teach like go to the IRS form, yeah, take your courses, do all the additional things that you need.
• 52:52
  [SPEAKER_02]: So you can separate yourself, so when someone speaks to you,
• 52:56
  [SPEAKER_02]: You want to speak with knowledge and the education you can get in the key details on how they can benefit from you following and increasing their own.
• 53:04
  [SPEAKER_00]: Now that's so true.
• 53:05
  [SPEAKER_00]: That's so true because I remember the first time I actually, I like filed, filed taxes after making like some real income, I had, I went to somebody that my mom and she was working way.
• 53:18
  [SPEAKER_00]: The return wasn't looking too good, and I was pissed.
• 53:21
  [SPEAKER_01]: And I went to him, called him on the phone, and he was going on, like, you all paid so much in taxes, like, why the hell my return is so small?
• 53:28
  [SPEAKER_00]: And like, he just did bad on the education side, and it still didn't give me, because I was just, this is me new to make it money, and new to that side, and like the way he broke it down, I think the next shot I had ended up just going to completely different person.
• 53:42
  [SPEAKER_00]: Yeah, it would be like, and I was just like, you know,
• 53:45
  [SPEAKER_00]: But it was mainly because he didn't in giving me that education.
• 53:49
  [SPEAKER_00]: I'm just like, oh, like, I'm still confused.
• 53:50
  [SPEAKER_00]: Like, how am I going to save next year?
• 53:52
  [SPEAKER_00]: Like, what are some things I could do today that's going to help me from being in a situation that I am now?
• 53:58
  [SPEAKER_00]: So education is a big part.
• 54:01
  [SPEAKER_02]: You know, one year, one of our prepares are like, well, we had all these incentives, like, free vacations.
• 54:07
  [SPEAKER_02]: And I was really having the taxes.
• 54:09
  [SPEAKER_02]: Free vacations.
• 54:10
  [SPEAKER_02]: And since it will give you a hundred bucks of you following, people were still walking away.
• 54:14
  [SPEAKER_02]: Why are these parties not returning?
• 54:17
  [SPEAKER_02]: So what we did was I teach it now we made a tax education chart that showed that explains to earn income tax credit, explains the deductions, explains filing status, explains the standard deduction, how it explains certain type of forms.
• 54:33
  [SPEAKER_02]: When that person walks away, they know the amount they're getting back.
• 54:38
  [SPEAKER_02]: and why they're getting them back as well as and things they can do to get more income next year.
• 54:41
  [SPEAKER_02]: So we actually teach that, to reprovide a, to give a new tax chart every year.
• 54:46
  [SPEAKER_02]: And we provide that for our team members.
• 54:50
  [SPEAKER_02]: And so that's the requirement.
• 54:52
  [SPEAKER_02]: We teach that to anybody like go through taxes, hazelnut.
• 54:54
  [SPEAKER_02]: And after that, I was able to retain clients.
• 54:57
  [SPEAKER_02]: I was, I was giving them $50 to file revocations and they were forgetting about it.
• 55:04
  [SPEAKER_02]: But I know what I'm getting this back because you don't want to climb the walk out your office And yeah, because you know, you know how happens somebody walks out the office But hey, we're in the same situation You got two kids.
• 55:15
  [SPEAKER_02]: I got two kids Yeah, same as limit work at the same job.
• 55:18
  [SPEAKER_02]: How did you get back five thousand and got back to you?
• 55:20
  [SPEAKER_02]: You know that falls on your filing status.
• 55:23
  [SPEAKER_02]: How you felt your W4?
• 55:24
  [SPEAKER_02]: There's so many components the age of your child You know
• 55:29
  [SPEAKER_02]: what, you know, it's just different requirements, you know.
• 55:33
  [SPEAKER_02]: So you have to educate yourself, educate the client.
• 55:35
  [SPEAKER_02]: So when that person does come to him like, look, you know, he explained to me.
• 55:40
  [SPEAKER_02]: the reason why I got this amount, you know, confident.
• 55:43
  [SPEAKER_02]: You know, we're working on a draw for you.
• 55:44
  [SPEAKER_02]: So that's really important.
• 55:45
  [SPEAKER_02]: So when I implemented that, I was even, my intention rate was crazy.
• 55:49
  [SPEAKER_01]: Well, it didn't, like, that's all.
• 55:52
  [SPEAKER_00]: Yeah, I was gonna say so, so just overall, based on, you know, your years, your years being in the tax game, after you made these mistakes and you learned how to, you know, retain customers, like what was like, what would you say is like your best year?
• 56:10
  [SPEAKER_00]: and come wise after, you know, you pay the dues to the game.
• 56:14
  [SPEAKER_00]: Like, what was like the best year to date?
• 56:18
  [SPEAKER_02]: So, I asked for really great years, you know, every year in a tax industry was really great, but one thing I learned, I was, you know, you younger people take that one to become a millionaire.
• 56:31
  [SPEAKER_00]: You see, you know, TV.
• 56:32
  [SPEAKER_02]: Yeah.
• 56:34
  [SPEAKER_02]: And I don't think people understand how hard it is.
• 56:38
  [SPEAKER_02]: It's like growth, investing and, you know, sacrifice and a lot of things that actually do that if you want to do it in the right way.
• 56:48
  [SPEAKER_02]: So I always tell people like, you know, I had years while I made 300,000 or 400,000.
• 56:53
  [SPEAKER_02]: I realized, you know, when you make that money, you got to go back to your entrepreneurs or you invest in back in the business.
• 56:59
  [SPEAKER_02]: Some years, you'll make generous significant amount of income.
• 57:01
  [SPEAKER_02]: You're like, wow, I made 400,000 out of the way 50 had those years.
• 57:09
  [SPEAKER_02]: I think that around the last three years, my income has doubled every year.
• 57:18
  [SPEAKER_02]: And it took me a while, but last year, we were able to reach over seven figures.
• 57:25
  [SPEAKER_02]: And this year we were able to do the same as well, too.
• 57:29
  [SPEAKER_02]: So this year was my best year, but obviously years before that I did really great as well, but every year has increased, you know.
• 57:36
  [SPEAKER_02]: So when you look back on it, obviously I got 16 years of experience and I've been doing the same thing for 16 years straight.
• 57:43
  [SPEAKER_02]: I didn't veer off.
• 57:44
  [SPEAKER_02]: You know, there were things I did alone the way you know, I did credit repair by my main focus was just the tax industry.
• 57:52
  [SPEAKER_02]: I dropped everything else.
• 57:54
  [SPEAKER_02]: I remember one day I looked at, yeah, this thing called Sunbees in Florida, they had like six LLCs but I got six business and I don't make it money, so I was like, wow, real estate company, like a credit pair of company else, yeah, so I shed all those things down like, I'm going to focus all of them, I do do something else, I want to open umbrella under the tax business, right?
• 58:16
  [SPEAKER_02]: Well, I'm going to do a mid to a ship or a 101 or, you know,
• 58:21
  [SPEAKER_02]: Open up for schools platform, but I'm not going to stray away from what I'm doing.
• 58:25
  [SPEAKER_02]: I'm going to be something I'm going to get out of, probably a generator, or income.
• 58:28
  [SPEAKER_02]: You all know this.
• 58:29
  [SPEAKER_02]: The key thing is not to renewers is finding ways to generate more income to service others.
• 58:34
  [SPEAKER_02]: I'm going to be successful.
• 58:36
  [SPEAKER_02]: You know, so that was my part like, how could I come over strategies to generate more income?
• 58:41
  [SPEAKER_02]: So people can produce more business.
• 58:44
  [SPEAKER_02]: For example, I have a business automation company.
• 58:49
  [SPEAKER_02]: called lead pro giant, but it helps tax professionals grow their business.
• 58:53
  [SPEAKER_02]: You know, automation and websites and logos and like that.
• 58:58
  [SPEAKER_00]: So that's what I've been able to just really focus in on one thing and I've been able to help me.
• 59:04
  [SPEAKER_01]: And, you know, the thing about it too is kind of easy to get side tracking and go in a whole different direction.
• 59:09
  [SPEAKER_01]: You know, from what you actually got going on, sometimes it's like,
• 59:17
  [SPEAKER_01]: You know, a few thousand dollars dead, you know, and all of those other things.
• 59:21
  [SPEAKER_01]: But definitely good to hear, you know, when it comes to just hearing the whole process of how you did it, like, what's like, your biggest lessons that you probably, your top three biggest lessons that you learned over your 16 years of action.
• 59:41
  [SPEAKER_02]: I think there's a lot, you know, and narrow it down just a few.
• 59:48
  [SPEAKER_02]: Believe in yourself, even when you think it's not working.
• 59:54
  [SPEAKER_02]: Because sometimes you'll look to love and you'll look to the right.
• 59:57
  [SPEAKER_02]: Like, I'm doing the same thing other people are doing.
• 1:00:01
  [SPEAKER_02]: You're not being negative and you don't like your course.
• 1:00:03
  [SPEAKER_02]: Hey, you know anyone, but I want to college time.
• 1:00:06
  [SPEAKER_02]: Like, when I did all the things to correct me.
• 1:00:09
  [SPEAKER_02]: I mean, you got to personally mean that as a clean record, I've never been to jail with like, I did everything in the right way.
• 1:00:15
  [SPEAKER_02]: Why is it taking me so long?
• 1:00:18
  [SPEAKER_02]: You know, and you got to stick you out of believe in yourself, like, I'm just, I'm going be there one day back out of work on all these small things.
• 1:00:25
  [SPEAKER_02]: And then you'll get to that 16th year and you finally do it like, wow, I really wasn't ready.
• 1:00:30
  [SPEAKER_00]: Yeah.
• 1:00:31
  [SPEAKER_02]: I thought it was ready.
• 1:00:32
  [SPEAKER_02]: But I wasn't.
• 1:00:33
  [SPEAKER_02]: You're going to know when you're ready.
• 1:00:34
  [SPEAKER_02]: Yeah.
• 1:00:35
  [SPEAKER_02]: You know, I think that wasn't important as well, too, is if you're in the people's business invested in learning how to work with people.
• 1:00:47
  [SPEAKER_02]: is every person that's different.
• 1:00:49
  [SPEAKER_02]: Because you want to be the people of business, you want to be a successful service bro.
• 1:00:53
  [SPEAKER_02]: People are going to help you make money.
• 1:00:56
  [SPEAKER_02]: One of that I understood was that it's a 50-50 relationship.
• 1:01:02
  [SPEAKER_02]: Some people think that person comes in my business because I'm successful, automatically, is supposed to trust you.
• 1:01:08
  [SPEAKER_02]: You've got to earn that person's trust.
• 1:01:11
  [SPEAKER_02]: You know, every single day, either is by answering phone calls, you know, in the phone in 1230, night time, doing the necessary things so people ask me all the time, what's in your partners are crazy about you, I'm like, what are not crazy about me as I earned their trust?
• 1:01:28
  [SPEAKER_02]: Back to me, people are going to, when they call on the situation, they want to clock in the morning and then they'll be asleep when they answer the phone and say, I want to help you through this.
• 1:01:34
  [SPEAKER_02]: to join someone to fly out to you, to your events.
• 1:01:38
  [SPEAKER_02]: You know, like this year, I flocks about 10 partners events.
• 1:01:41
  [SPEAKER_02]: I was tired.
• 1:01:42
  [SPEAKER_02]: It's about 10 partners events, but it was a loss of Vegas.
• 1:01:45
  [SPEAKER_02]: Chicago, what lie are they all?
• 1:01:48
  [SPEAKER_02]: Just taking that time to fly to their events and speaking at their events and coming back something, saying based on time, that pays off, you know, showing your partners that you support them.
• 1:01:57
  [SPEAKER_02]: There's a lot of time you're happy to be coming to my event.
• 1:01:59
  [SPEAKER_02]: Come here, come here.
• 1:02:01
  [SPEAKER_02]: Well, if you're not supporting him as well, that's not gonna take you that far.
• 1:02:05
  [SPEAKER_02]: Yeah, so that's something else.
• 1:02:06
  [SPEAKER_02]: The next thing is communicating.
• 1:02:09
  [SPEAKER_02]: Learning how to communicate with your team, your partners, and that really puts you in a really good position to make yourself different, because a lot of things people look at from the outside they're like, how are you being successful?
• 1:02:23
  [SPEAKER_02]: But it's really those small little things that you're not doing.
• 1:02:26
  [SPEAKER_02]: And I was talking to the young lady other day,
• 1:02:29
  [SPEAKER_02]: CEO was thinking about joining our company.
• 1:02:31
  [SPEAKER_02]: She did 5,000 bank products and I told us it means, you know, it was how did I get the 20,000 was like, you know, you're you're doing really well, don't think you're not doing really, but there's some small things I want to teach you that you can get to that in a couple of years or get this year.
• 1:02:46
  [SPEAKER_02]: And with small adjustments, you got to make that you can't even see that you're doing unless we show you how to do it.
• 1:02:53
  [SPEAKER_02]: You know, so that's kind of
• 1:02:55
  [SPEAKER_00]: Yeah, three things that you Well said, and I was great.
• 1:02:59
  [SPEAKER_00]: That was definitely was great advice.
• 1:03:02
  [SPEAKER_00]: And also, to even, I don't talk to that too.
• 1:03:04
  [SPEAKER_00]: It was like, also like, what keeps you going?
• 1:03:06
  [SPEAKER_00]: Because, you know, business could be up and down, you know, your personal life also has to be in order.
• 1:03:12
  [SPEAKER_00]: So what are some things that keep you going outside of the business?
• 1:03:16
  [SPEAKER_00]: I think, um, it's a few things.
• 1:03:21
  [SPEAKER_02]: First is family.
• 1:03:23
  [SPEAKER_02]: You come home every day at three boys.
• 1:03:25
  [SPEAKER_02]: I've got a wife, I've got a son and college.
• 1:03:29
  [SPEAKER_02]: She's got a dream like I've got to kind of go get it.
• 1:03:31
  [SPEAKER_02]: I don't know.
• 1:03:32
  [SPEAKER_02]: And then, I think it's just respecting my parents.
• 1:03:35
  [SPEAKER_02]: They're not hearing you more, but always like, and my parents sacrifice so much for me to be successful.
• 1:03:42
  [SPEAKER_02]: I'll be crazy not to get up every single day.
• 1:03:45
  [SPEAKER_02]: And know the sacrifices that they may,
• 1:03:49
  [SPEAKER_02]: even though they can't see me do this.
• 1:03:51
  [SPEAKER_02]: If they're somewhere watching, I'm not gonna disrespect them.
• 1:03:55
  [SPEAKER_02]: Yeah.
• 1:03:56
  [SPEAKER_02]: I grew up with a great parent of a mom.
• 1:03:58
  [SPEAKER_02]: You know, he's like, I can't even think about the fact that the thought of that, not making sure that, you know, I'm successful.
• 1:04:06
  [SPEAKER_02]: I've just sacrificed to me, you know, that's kinda, I get up every day and like me.
• 1:04:11
  [SPEAKER_02]: I told myself, I put up a post on her dancing, every morning I would go back like I was zero partners.
• 1:04:15
  [SPEAKER_02]: I don't ask my team how many partners came in today,
• 1:04:18
  [SPEAKER_02]: There it's in line.
• 1:04:19
  [SPEAKER_02]: Why is he got something guys?
• 1:04:20
  [SPEAKER_02]: I don't want to know.
• 1:04:21
  [SPEAKER_02]: Why does he already did it?
• 1:04:23
  [SPEAKER_02]: We got, let's, let's go try to get 100.
• 1:04:25
  [SPEAKER_01]: Yeah.
• 1:04:26
  [SPEAKER_02]: No, let's, we got zero partners.
• 1:04:27
  [SPEAKER_02]: Don't tell me that how much money we made, don't tell me how many partners came in.
• 1:04:32
  [SPEAKER_02]: I don't, I mean, service, bro's came in.
• 1:04:35
  [SPEAKER_02]: We're back at zero every day.
• 1:04:38
  [SPEAKER_02]: So if I'm in my man, I'm walking around like I got zero partners.
• 1:04:42
  [SPEAKER_02]: And some people bring in a hundred partners like,
• 1:04:45
  [SPEAKER_02]: killing them walk around everyday like I got zero.
• 1:04:47
  [SPEAKER_02]: Now we have 12 other partners.
• 1:04:50
  [SPEAKER_02]: You know if you look at my phone, I show you my phone and see how many people.
• 1:04:53
  [SPEAKER_02]: Some days we will, some days we'll bring in between at low 30 partners.
• 1:04:59
  [SPEAKER_02]: Some days we'll bring in a hundred.
• 1:05:01
  [SPEAKER_02]: I never realized I wake up and do the same thing everyday.
• 1:05:05
  [SPEAKER_02]: I love them.
• 1:05:06
  [SPEAKER_02]: They know.
• 1:05:08
  [SPEAKER_02]: I'll see you come through my email, but I don't count them.
• 1:05:10
  [SPEAKER_02]: I said, let's go again, let's do webinar, let's go even.
• 1:05:14
  [SPEAKER_02]: Let's bring in more, don't keep doing it.
• 1:05:17
  [SPEAKER_02]: We don't care.
• 1:05:17
  [SPEAKER_02]: I'm like, income was generated.
• 1:05:19
  [SPEAKER_02]: We like, let's find out ways we can support these parties.
• 1:05:22
  [SPEAKER_02]: It's, yeah.
• 1:05:22
  [SPEAKER_02]: Come on, more strategies.
• 1:05:24
  [SPEAKER_02]: Some people will get comfortable.
• 1:05:25
  [SPEAKER_02]: Yeah.
• 1:05:27
  [SPEAKER_02]: That's a lot of people you know have to rebuild or you know same business for a long time Got to wake up every single day like you doing zero partners.
• 1:05:35
  [SPEAKER_00]: Yeah, I mean zero bank products and bringing in zero Back at zero And and and Mike I like I what point did you know that you could teach this and like The event or and like coach people my best friend Branding came down from Michigan.
• 1:05:54
  [SPEAKER_02]: He stayed with me
• 1:05:56
  [SPEAKER_02]: and he watched me do it.
• 1:05:59
  [SPEAKER_02]: I gave an entire blueprint.
• 1:06:00
  [SPEAKER_02]: I didn't have no paper, I just told him.
• 1:06:02
  [SPEAKER_02]: And he went back and mission and did it.
• 1:06:04
  [SPEAKER_02]: And he made like $65 dollars for us here.
• 1:06:06
  [SPEAKER_02]: Wow.
• 1:06:07
  [SPEAKER_02]: And now he has, he's a high school football coach has owned tech business and he's taking that money and investing into a real estate.
• 1:06:14
  [SPEAKER_02]: So he's the first person I've mentioned on my map, think I should.
• 1:06:18
  [SPEAKER_02]: Open software company, but what they do it, they do it.
• 1:06:22
  [SPEAKER_02]: By hearing the work, I put everything on paper.
• 1:06:26
  [SPEAKER_02]: I put it on paper.
• 1:06:28
  [SPEAKER_02]: You know, who's successful for other people as well?
• 1:06:30
  [UNKNOWN]: Yeah.
• 1:06:31
  [SPEAKER_01]: Oh.
• 1:06:32
  [SPEAKER_01]: Wow.
• 1:06:33
  [SPEAKER_01]: That's good stuff.
• 1:06:34
  [SPEAKER_01]: My girlfriend has definitely some good stuff.
• 1:06:36
  [SPEAKER_01]: What's some of the big misconceptions that people don't see, like, like, a lot of times we see the big success, we see all of these things.
• 1:06:43
  [SPEAKER_01]: But what do other people don't see, you know?
• 1:06:50
  [SPEAKER_02]: what people don't see, don't see the, they'll see me now.
• 1:06:54
  [SPEAKER_02]: I know why I was here, you're kind of like relaxin'.
• 1:06:59
  [SPEAKER_02]: And everything in place, but it didn't see, I did a webinar for my company, a live webinar, for five years straight and money through Friday, and nine o'clock every night.
• 1:07:12
  [SPEAKER_02]: I never miss one day, I don't care if I was in a car doing it.
• 1:07:17
  [SPEAKER_02]: And the reason why I did that because I wanted to do what a person took, what a person 10 years ago doing in five.
• 1:07:23
  [SPEAKER_02]: Never, I was like, now you get automate that process.
• 1:07:24
  [SPEAKER_02]: No, I want a person to see my face.
• 1:07:27
  [SPEAKER_02]: Oh, I didn't hear how passing I am.
• 1:07:29
  [SPEAKER_02]: And I knew that no one was gonna do that.
• 1:07:31
  [SPEAKER_02]: I'm like, let me do something that no one's gonna do.
• 1:07:34
  [SPEAKER_02]: But I created like a document.
• 1:07:36
  [SPEAKER_02]: And I would pull up on my phone, I would have my computer with me.
• 1:07:39
  [SPEAKER_02]: I had my iPad with me.
• 1:07:40
  [SPEAKER_02]: So I did that 12 o'clock on Fridays.
• 1:07:43
  [SPEAKER_02]: I wouldn't do it in a weekends.
• 1:07:45
  [SPEAKER_02]: Sometimes when I would really go all out do it on Sundays, I did it for five years straight.
• 1:07:49
  [SPEAKER_02]: Now I only do it on Monday nights, but it helped me surpass a lot of tax offer companies.
• 1:07:55
  [SPEAKER_02]: And we build my foundation because, but let me do something that people don't want to do.
• 1:07:59
  [SPEAKER_02]: Now also, I was in my tax office.
• 1:08:03
  [SPEAKER_02]: I was working 18 hour days.
• 1:08:05
  [SPEAKER_02]: I was doing the flyer.
• 1:08:07
  [SPEAKER_02]: I was doing everything that I'm requiring for people who I did it.
• 1:08:11
  [SPEAKER_02]: I was going to the office in the morning, flying
• 1:08:15
  [SPEAKER_02]: 10 to office late nights.
• 1:08:16
  [SPEAKER_02]: I would sleep in office.
• 1:08:16
  [SPEAKER_02]: There was some day in my first couple of years.
• 1:08:19
  [SPEAKER_02]: I won't go home for two or three days.
• 1:08:21
  [SPEAKER_02]: Just to be successful.
• 1:08:23
  [SPEAKER_02]: I was too tired.
• 1:08:24
  [SPEAKER_02]: So those are things that people don't see.
• 1:08:26
  [SPEAKER_02]: Now what people don't see don't see the work behind the scenes.
• 1:08:28
  [SPEAKER_02]: The customer service part of it.
• 1:08:30
  [SPEAKER_02]: You're not the, you're also poor.
• 1:08:32
  [SPEAKER_02]: Doing it now.
• 1:08:34
  [SPEAKER_02]: working with Sarah's brother every day, dealing with handling conflict, you know, it's a lot that you go through and you have to put those things in place.
• 1:08:42
  [SPEAKER_02]: So everyone's comfortable, right?
• 1:08:45
  [SPEAKER_02]: People just see the finished product or most people.
• 1:08:47
  [SPEAKER_00]: Yeah, but do you have a lot of people too as well?
• 1:08:49
  [SPEAKER_00]: Where?
• 1:08:50
  [SPEAKER_02]: When I have success and people see it, there's a lot of people that understand these support as well.
• 1:08:55
  [SPEAKER_02]: So a lot of people are not just like, oh man, you know what I'm like?
• 1:08:58
  [SPEAKER_02]: Some people come out west, I respect you, bro.
• 1:09:01
  [SPEAKER_02]: I know what you're doing behind the scenes.
• 1:09:03
  [SPEAKER_02]: Because you got to attend, you know, family, but you got to admit, yeah, I'm coming home.
• 1:09:10
  [SPEAKER_02]: My son's always been telling me, you know, this part of the crowd got over.
• 1:09:14
  [SPEAKER_02]: wife wants to spend time with me, so the managed those things got to put a lot of things in place, you know, my son wants me, go to this baseball game, you know, you know, a lot of things that you ought to do, yeah.
• 1:09:28
  [SPEAKER_00]: Yeah, you know, be successful.
• 1:09:29
  [SPEAKER_00]: That's the thing that people don't see.
• 1:09:30
  [SPEAKER_01]: And to put it in perspective, like webinars in easy life, it's like to show up.
• 1:09:35
  [SPEAKER_01]: One day, do Friday, I'm PM every single night.
• 1:09:39
  [SPEAKER_01]: It takes a lot of, a lot of courage, a lot of discipline, a lot of tenacity to keep doing that.
• 1:09:47
  [SPEAKER_01]: Because it's just not the easiest thing to do every single day.
• 1:09:50
  [SPEAKER_01]: But showing up for five years straight, not missing days off, that is definitely.
• 1:09:57
  [SPEAKER_01]: You know, most commendable things.
• 1:10:01
  [SPEAKER_01]: And I want to kind of compare that to almost like, think about thinking about, think about, you got to get up and go to work every single day.
• 1:10:12
  [SPEAKER_01]: Today at 9 p.m. just to get things going like no matter if, if it's summertime, winter time, you know, fall season or any kind of season, like you've still got to show up and get it.
• 1:10:24
  [SPEAKER_01]: You know, definitely definitely definitely come to me.
• 1:10:27
  [SPEAKER_02]: And some people don't believe me when I say that.
• 1:10:28
  [SPEAKER_02]: And that partner's good, the partners they've been with me for a long time, like, yeah, you did it.
• 1:10:33
  [SPEAKER_02]: Yeah, they do it, well, you know what was good now.
• 1:10:36
  [SPEAKER_02]: So I have partners that do it now because I did it.
• 1:10:40
  [SPEAKER_02]: So I have a few partners like, I saw a Western do this.
• 1:10:45
  [SPEAKER_02]: And they're doing it now.
• 1:10:46
  [SPEAKER_02]: Some of them don't do it every day.
• 1:10:48
  [SPEAKER_02]: They're doing like, because consistency is the consistency.
• 1:10:51
  [SPEAKER_02]: Yeah, let me say, and I'm going to Monday, Tuesday.
• 1:10:54
  [SPEAKER_02]: I don't know just consistently, you know.
• 1:10:57
  [SPEAKER_02]: So they're doing it getting really good results, you know.
• 1:11:00
  [SPEAKER_02]: So whatever you do, your people are going to do, you know, so.
• 1:11:02
  [SPEAKER_02]: Right.
• 1:11:03
  [SPEAKER_01]: And then like, what's some of the things that you're building towards now?
• 1:11:05
  [SPEAKER_01]: You know, I know you've been crushing in an attack industry for like 15 years.
• 1:11:10
  [SPEAKER_01]: You know, add a lot of impact.
• 1:11:13
  [SPEAKER_01]: What's some of the things that you're working towards at this season?
• 1:11:18
  [SPEAKER_02]: Just becoming a better CEO.
• 1:11:20
  [SPEAKER_02]: Better communicator and also just probably, you know, thinking about jumping into the podcast because I was telling you guys, you know, after something we were going with behind the scenes, jumping into this podcast case, face to give our partners another platform to show how good they are.
• 1:11:36
  [SPEAKER_02]: It's not solely about me, but I want to create a platform where our partners can jump on the podcast, show that, how they build their businesses, and potentially attract more people to join their business as well too.
• 1:11:49
  [SPEAKER_00]: That's a great idea because I'm the idea.
• 1:11:51
  [SPEAKER_00]: Our casting is definitely a great way to speak to a bunch of people and it's evergreen.
• 1:11:57
  [SPEAKER_00]: So it stays on a lot forever.
• 1:11:59
  [SPEAKER_00]: People could watch it a year, two years, five years from now.
• 1:12:02
  [SPEAKER_00]: So it'll always be on the internet.
• 1:12:04
  [SPEAKER_00]: And then it also helps you too, because now when people search out service space might be the first person that pops up, definitely.
• 1:12:10
  [SPEAKER_02]: It's definitely something great to build towards for sure.
• 1:12:13
  [SPEAKER_02]: Definitely.
• 1:12:14
  [SPEAKER_02]: I'm going to be a student in that area.
• 1:12:15
  [SPEAKER_02]: You know, just kind of, I feel like if you take that same work ethic and any space you'll be successful.
• 1:12:21
  [SPEAKER_02]: Yeah, yeah.
• 1:12:23
  [SPEAKER_00]: And last thing I did when I touched on was like the market inside.
• 1:12:26
  [SPEAKER_00]: How much, do you have a designated amount you best in the marketing of business or like?
• 1:12:33
  [SPEAKER_00]: like how much of a priority is marketing the business what they say right there so far a hundred and forty five out of a base a hundred and forty six thousand all right this is another as for the month of a year the years of a he got that's got to be specific yeah uh... you see the other at account
• 1:13:06
  [SPEAKER_02]: See, this one's not, let me say, I got another ready count, too.
• 1:13:15
  [SPEAKER_02]: These are like meta ads, yeah, meta ads, yeah.
• 1:13:19
  [SPEAKER_02]: All those are not shown to yearly, but I think this one's like $50,000 before it's here, so I invest a lot.
• 1:13:25
  [SPEAKER_01]: Now, that's just half, it's a lot.
• 1:13:26
  [SPEAKER_01]: Yeah.
• 1:13:27
  [SPEAKER_02]: And so, so you gotta even, right?
• 1:13:32
  [SPEAKER_02]: So I, I invest a lot in marketing.
• 1:13:36
  [SPEAKER_02]: You know, I invest in what works is well too.
• 1:13:38
  [SPEAKER_02]: So I, that's another, I don't, I stick to, like, I know ads are working.
• 1:13:44
  [SPEAKER_02]: I know the events are working.
• 1:13:45
  [SPEAKER_02]: That's why I stick to, you know, I, I stick to the invest in the partners, you know, making sure they're a good new.
• 1:13:52
  [SPEAKER_02]: So that's kind of,
• 1:13:54
  [SPEAKER_02]: You know, that's good.
• 1:13:56
  [SPEAKER_00]: It's good.
• 1:13:57
  [SPEAKER_00]: This is definitely a great, a great episode.
• 1:13:59
  [SPEAKER_00]: I think you broke down everything frying back.
• 1:14:02
  [SPEAKER_00]: Cody, you got anything I think you wanted to add.
• 1:14:03
  [SPEAKER_01]: I do want to add, I want to close off with this last and final question.
• 1:14:07
  [SPEAKER_01]: And I think somebody's watching this probably would definitely want to know.
• 1:14:12
  [SPEAKER_01]: So I want to, I want you to leave some game for the audience like what's some practical advice for somebody that's starting their tax business to be able to make
• 1:14:25
  [SPEAKER_02]: I think that did not require as many we talked about, you know, getting the P10, EFIN, taking tax education course, and learning the marketing and getting the mentor and researching your mentors well too.
• 1:14:36
  [SPEAKER_02]: Not just going off a flyer, not just going off a live video, really.
• 1:14:41
  [SPEAKER_02]: When you get a mentor, ask the proper question.
• 1:14:44
  [SPEAKER_02]: How long have you been in this year?
• 1:14:46
  [SPEAKER_02]: Can you show me proof for your results?
• 1:14:48
  [SPEAKER_02]: Can I spot the biggest number of your partners?
• 1:14:50
  [SPEAKER_02]: Can you show me your platform?
• 1:14:51
  [SPEAKER_02]: I know you tell me I've had you as a platform.
• 1:14:53
  [SPEAKER_02]: You actually show me, so I can see it.
• 1:14:56
  [SPEAKER_02]: See what you're doing.
• 1:14:56
  [SPEAKER_02]: Make sure you're picking a qualified mentor to go out of these sessions.
• 1:15:01
  [SPEAKER_02]: Choose and someone that did what you're trying to accomplish.
• 1:15:06
  [SPEAKER_02]: You know, like I said, I had a young lady, same young lady did five thousand tax returns.
• 1:15:10
  [SPEAKER_02]: She's like, I want to choose you because I research you.
• 1:15:14
  [SPEAKER_02]: You do what I'm trying to accomplish already.
• 1:15:16
  [SPEAKER_02]: I want to back have a big team.
• 1:15:18
  [SPEAKER_02]: I want to do events.
• 1:15:19
  [SPEAKER_02]: You know, I want to learn how to do ads.
• 1:15:21
  [SPEAKER_02]: That's the key thing, you know.
• 1:15:25
  [SPEAKER_02]: And you have to be careful because there's so many mentors out here that are.
• 1:15:31
  [SPEAKER_02]: Now, properly teaching people, you know, how to actually become successful in the industry.
• 1:15:37
  [SPEAKER_02]: I will tell someone like, if choosing a mentor, choose someone that is an expert at that.
• 1:15:45
  [SPEAKER_02]: It needs something like, say, I'm going to, you know, you don't want to get a mentor that's a successful business person, but they're experiencing open-up laundry matters.
• 1:16:00
  [SPEAKER_02]: mentored as experienced service bro that has results and focus on and I don't want to take this to a wrong way when I say this, but you know, sometimes people have lifestyle marketing, they do lifestyle marketing, you know, show income.
• 1:16:18
  [SPEAKER_02]: It's well for some people in you, not saying that it's not a bad way to market.
• 1:16:22
  [SPEAKER_02]: But don't let that be your desired factor.
• 1:16:26
  [SPEAKER_02]: Look around at sometimes how.
• 1:16:28
  [SPEAKER_02]: Understand, you're doing livestock marketing, but I want to hear from your partner.
• 1:16:31
  [SPEAKER_02]: I want to hear, you know, the testimonials, I want to see what you're doing in a daily basis.
• 1:16:35
  [SPEAKER_02]: Let me take your schedule.
• 1:16:37
  [SPEAKER_02]: Do some more research when you're looking for a mentor because you get the right mentor.
• 1:16:41
  [SPEAKER_02]: That's going to take you to the next level.
• 1:16:44
  [SPEAKER_00]: And last thing I did, because this came to mind too, I definitely feel like I've mentioned is AI.
• 1:16:50
  [SPEAKER_00]: Like, Tom's just changing right now.
• 1:16:51
  [SPEAKER_00]: It's kind of getting crazy.
• 1:16:53
  [SPEAKER_00]: People are running an AI for everything.
• 1:16:55
  [SPEAKER_00]: I'm pretty sure people are going to start, hey, let me go, just let AI run my taxes.
• 1:17:00
  [SPEAKER_00]: Let me go feed it into Claw.
• 1:17:01
  [SPEAKER_00]: Let me go feed it into the chat, call work, or all these different things.
• 1:17:05
  [SPEAKER_00]: How is your, you and your team adapt into the changes that's happening right now with AI?
• 1:17:10
  [SPEAKER_00]: And it's just getting smarter and smarter and smarter.
• 1:17:12
  [SPEAKER_00]: and a lot of people, it can't keep up.
• 1:17:15
  [SPEAKER_02]: So we have people that come on and talk about you.
• 1:17:17
  [SPEAKER_02]: We have a lot of things that are compatible with our lead pro giants, we work, we have to go out level.
• 1:17:23
  [SPEAKER_02]: So we're having people come and talk about AI and chat, GPT and business automation.
• 1:17:32
  [SPEAKER_02]: We're just implementing as it goes.
• 1:17:36
  [SPEAKER_02]: The great thing about the tax industry is that a lot of people still like you do things face to face, because it's changing.
• 1:17:45
  [SPEAKER_02]: Like, it's all changed every year.
• 1:17:47
  [SPEAKER_02]: So people like to do face to face business.
• 1:17:50
  [SPEAKER_02]: I think that it would never go anywhere.
• 1:17:51
  [SPEAKER_02]: And possibly, I'm not who knows, but, you know, AI, people are implementing AI in their business.
• 1:17:57
  [SPEAKER_02]: And I implement it as well, too.
• 1:17:59
  [SPEAKER_02]: I'm just having people educate them on it.
• 1:18:01
  [SPEAKER_02]: When I apply for an educated people, on strategies and things they can do,
• 1:18:07
  [SPEAKER_00]: You just never know, you just never know what might happen a year or two years from now so it's crazy, but this was amazing, you know, episode, appreciate your question for that.
• 1:18:17
  [SPEAKER_00]: Yeah, it's a whole lot of game.
• 1:18:19
  [SPEAKER_00]: That's a lot of game.
• 1:18:20
  [SPEAKER_01]: Yes, yes.
• 1:18:21
  [SPEAKER_01]: And we're going to be going far into by the way.
• 1:18:23
  [SPEAKER_02]: You can follow us at at the tax bid's underscore on Instagram and you can visit our website at www.taxbidz.com with two z's.
• 1:18:32
  [SPEAKER_02]: You can find out the information on the on go to our Instagram page, you'll see all our success stories.
• 1:18:38
  [SPEAKER_01]: Yeah.
• 1:18:39
  [SPEAKER_01]: Have you came up for a name for the podcast yet?
• 1:18:41
  [SPEAKER_02]: We're probably gonna call the tax-beast-black ass.
• 1:18:43
  [SPEAKER_01]: Tax-beast-black ass.
• 1:18:44
  [SPEAKER_00]: Okay.
• 1:18:45
  [SPEAKER_01]: Nice, nice, nice, nice, nice.
• 1:18:47
  [SPEAKER_01]: Well, definitely guys, you guys stayed on to the end.
• 1:18:50
  [SPEAKER_01]: This is a lot of game and a lot of information.
• 1:18:52
  [SPEAKER_01]: You guys are looking to learn more.
• 1:18:53
  [SPEAKER_01]: Definitely check out thetaxpiz.com.
• 1:18:56
  [SPEAKER_01]: Thetaxpiz.com.
• 1:18:57
  [SPEAKER_00]: Yes, two z's.
• 1:18:58
  [SPEAKER_01]: Yup, thetaxpiz.com.
• 1:19:00
  [SPEAKER_01]: Learn more information, type in, and choir, find out how you can get some help and some resources.
• 1:19:05
  [SPEAKER_01]: It's today's interview was a lot of Jen, a lot of Jen's drop.
• 1:19:10
  [SPEAKER_01]: So go ahead and like, comment share and subscribe, and we'll see you on the next podcast episode.
• 1:19:15
  [SPEAKER_01]: Peace.