Revealed: The Smart Firms Are Already Using AI—Are You Next?
🚀 "The AI Shift Every Tax Pro Needs to Make — Before It's Too Late"
Get the same AI systems and ready-to-use prompts today’s leading tax pros use to automate client tasks, boost response speed, and increase profits—no extra hires required. Setup takes less time than you think.
What Is The “AI Tax Pro Playbook”?
The AI Tax Pro Playbook™ is a fast track that turns traditional tax and accounting professionals into AI-powered advisors in just 48 hours.
Inside this PDF, I’ve distilled 10+ years of building real-world automation systems for firms and solo practitioners into a simple, step-by-step playbook.
This guide cuts out all the noise and confusion — focusing only on the essential steps you need to build your own dedicated AI “assistant.”
I’ve stripped away all the fluff so you can quickly focus on the fundamentals that actually move the needle — like automating client communication, summarizing IRS notices, and generating planning checklists automatically.
You’ll learn how to:
✅ Handle tax prep and research tasks in minutes
✅ Draft tax memos, engagement letters, and emails in seconds
✅ Create branded marketing content that attracts higher-value clients
✅ Use ready-made ChatGPT prompts designed for real-world tax practice
I also reveal the exact prompts and tools used by top CPAs, EAs, and firm owners — from AI assistants that draft emails and reports to automation systems that keep your practice running smoothly, even during busy season.
Perfect for tax pros and firm owners ready to understand AI, win back time, and scale smarter.
NOW AVAILABLE FOR INSTANT aCCESS
Only A Few Days Left DURING PROMOTIONAL LAUNCH PRICING
Save $90.00 today
Only $134.00 $44.00
Get instant access to the AI Tax Pro Playbook. For $134 Just $44.00! Delivered instantly. Start consuming in the next 2 minutes.
Now Available For Instant Access
100% secure 256-bit encrypted checkout
Backed by our 7 Day Happiness Guarantee. Get instant access to everything. Most importantly, take action. Implement. If your stuck, email us and we will personally coach you and support you until you are happy. If we feel we can't help you get results, we're happy to provide a refund. Your success is our success, and we stand behind everything we offer.
More than 204+ students enrolled last month alone!
“The AI Tax Pro Playbook”
is built for tax professionals ready to offload repetitive client tasks, document requests, and tax prep workflows to AI — saving time and scaling smarter in 2025...
Before I created the AI Tax Pro Playbook™, I was drowning in work and on the verge of burning out.
I was managing clients, filing deadlines, and constant updates — yet still felt like I was falling behind.
I tried new software, hired staff, even changed my systems — but it never solved the real problem.
I got trapped in a cycle I never signed up for.
That forced me to question everything and completely rebuild how a modern firm should operate — breaking every outdated rule and freeing myself from the old ways.
I realized that AI could be the answer, but not in the way most people think.
After years of trial and error, testing prompts, refining workflows, and learning without a roadmap, I built a system where AI handles the heavy lifting, and I only step in when it truly matters.
Within weeks, I was able to reclaim my time, deliver faster results, and operate like a 10-person firm — without hiring a single new employee.
Now, you have the opportunity to model the exact AI automation system I used to create freedom and efficiency — inside the AI Tax Pro Playbook™.
Here's how it works:
Here’s What This Means for You...
No More:
Working 60+ hour weeks just to keep up with client demands
Opportunities that promise the moon and fail to deliver
Stressing Over Not Making Enough Money
Feeling Stuck running a business that runs you
Missing Precious Moments with Your Children and Family
Burnout from doing everything yourself instead of letting AI assist
Instead You'll Get:
A Step-by-Step Process to Quickly Implement The Skills For The Most In-Demand Opportunity (AI For Businesses!!)
The potential to add $100,000+ in new annual revenue by automating client communication and tax prep tasks
Automate the workload so you can focus on high-value advisory services
Total freedom and flexibility to grow your firm — without sacrificing personal time or hiring more staff
Here’s Everything Included:
4 bonuses included today
BONUS #1: The AI Client Automation System
The step-by-step walkthrough for setting up AI to handle repetitive client messages, document requests, and reminders automatically.
INSTANT ACCESS Price: $134 FREE
BONUS #2: The Firm Productivity Planner
Discover how modern firms plan their week, streamline client tasks using AI, and keep workloads controlled while saving hours of time each day.
INSTANT ACCESS Price: $97 FREE
BONUS #3: The 7-Day AI Quickstart for Tax Pros
A complete onboarding system showing how to integrate AI into your firm—even if you’re not tech-savvy or just getting started.
INSTANT SETUP Price: $97 FREE
BONUS #4: Built for you Voice Assistant
Never miss another call —our system books appointments, answers FAQs, and transfers live calls, all customized to your firm’s workflow.
Only A Few Days Left
Only $134.00 $44.00
Save $90.00 today
Get instant access to the AI Tax Pro Playbook For $134 Just $44.00! Delivered instantly. Start implementing in the next 2 minutes..
Now Available For Instant Access
100% secure 256-bit encrypted checkout
Backed by our 7 Day Happiness Guarantee. Get instant access to everything. Most importantly, take action. Implement. If your stuck, email us and we will personally coach you and support you until you are happy. If we feel we can't help you get results, we're happy to provide a refund. Your success is our success, and we stand behind everything we offer.
More than 204+ students enrolled last month alone!
Limited Time LAUNCH PROMOTION PRICING - GET INSTANT ACCESS FOR JUST $44.00
Click Here To Get Instant Access Now
Backed By Our Unconditional 7 Day Happiness Guarantee. We'll Coach You Until You Get Results
Your Purchase Is Backed By Our 7 Day Happiness Guarantee
I know that before I get into anything… I’d like to know what I’m buying and that it’s backed by a solid guarantee.
And I want you to be comfortable with this purchase.
And even though it’s only $44.00 – you worked for that money and it counts.
Like my grandpa used to say “Test drive the car before you drive it off the lot”…
So here’s what I’ve arranged:
Download the PDF, go through it, but more importantly apply what you learn in there.
And if you’re not blown away by what you learn...
If you get stuck...
Then just shoot us an email at [email protected] and we'll be happy to coach you and provide additional support until your system is 100% built.
If we feel we can't help you in your situation...
We’ll refund you your $44.00 and let you keep the training free of charge.
We stand behind all of our products. Your success is our success!
Frequently Asked Questions
Need help? Contact us at [email protected]
What format is the playbook in?
The AI Tax Pro Playbook is delivered as a PDF that can be read on any device—desktop, tablet, or smartphone. You can access it immediately after purchase.
Can I copy and paste the prompts into ChatGPT?
Absolutely! All 100+ prompts are designed to be easily copied and pasted directly into ChatGPT. No technical skills required—just copy, paste, and watch the magic happen.
Do I get lifetime access and updates?
Yes! Your purchase includes lifetime access to the playbook, plus any future updates as AI technology evolves. You'll always have the latest strategies.
Is this suitable for solo practitioners or just large firms?
This playbook works for ANY size tax practice—from solo CPAs to multi-partner firms. The prompts scale with your needs and can save you hours every single day.
What if I'm not tech-savvy? Will I still benefit?
Absolutely! The playbook is designed for tax professionals, not tech experts. Each prompt includes simple instructions and real-world examples. If you can copy and paste, you can use this.