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Course Description

The tax and accounting industry is "graying" at a rapid pace.  Many (if not most) of the top-performing tax business owners are at or nearing retirement age.

All of a sudden, it's time to put a succession plan into place.

Sell?

Hand off to the next generation?

Maintain ownership and have a key employee manage the operations?

No matter what your specific plans, there is a tremendous amount of anxiety that comes with "passing the torch."  And, in truth, this anxiety is not unreasonable. 

How many times do you hear of someone passing their business to a son, daughter, or key employee and then the business plummets and fails?

Our unique "Train Your Successor" training program helps tax business owners avoid the disasters that normally happen when you transition your tax business to new ownership.

Based on a true story, you'll watch live and in living color as third generation tax business owner Andy Frye passes the torch of leadership for the West Los Angeles Pronto Tax Office Location to new tax business owner Cynthia Fuentes.

The program includes detailed "Action Checklists" that show your successor, step by step, exactly what to do.  

Some tax business owners have even used this program to "test" just how serious a successor is about doing what it takes to run a successful tax business. 

After all, if someone won't go through this program and do the Action Steps, how likely is that person to do what's necessary to keep your tax business happy and healthy?

Anyone looking to transition a tax business--either getting into one, or getting out of one--can benefit from this unique training program.

This program will challenge and empower your successor and greatly increase the possibility of a successful transition of leadership for your tax business.

You can get started today and you'll have immediate access to all materials so that you can work through the course at your own pace.

If you have questions about whether or not this course is the right fit for your needs, please feel free to contact our customer support team via email or call us (or text message us) directly (310) 422 - 1283.

Meet Your Instructor

Andrew Freiburghouse, known as Andy Frye in "Tax World," is a tax consultant and Enrolled Agent (E.A.) licensed to represent taxpayers before all levels of the IRS. Andy started his tax career as a tax preparer at Pronto Income Tax of California, Inc., a third-generation family business with multiple locations based in Southern California. After preparing more than 10,000 tax returns and developing extensive employee training programs within his family business, Andy founded Pronto Tax School, Inc., an online training company that educates and empowers tax professionals and taxpayers nationwide. Pronto Tax School is an IRS-approved education provider that offers credentialing and continuing education certificate programs, as well as career advancement and business development training. Andy is a graduate of Santa Clara University, the Goldman Sachs 10,000 Small Businesses Program, and The School of Tax Business Hard Knocks.

Andy Frye, EA

Founder & CEO, Pronto Tax School

Course curriculum

  • 01

    Introduction

  • 02

    How to Make Money

    • How to Make Money: Video Training

    • New Leader's Homework - 2

    • How to Make Money: Action Taker's Checklist
  • 03

    Understanding Tax Clients

    • Understanding Tax Clients: Video Training

    • New Leader's Homework - 3

    • Understanding Tax Clients: Action Taker's Checklist
  • 04

    Community Engagement Essentials

    • Community Engagement Essentials: Video Training

    • New Leader's Homework - 4

    • Community Engagement Essentials: Action Taker's Checklist
  • 05

    Leading a Team

    • Leading a Team: Video Training

    • New Leader's Homework - 5

    • Leading a Team: Action Taker's Checklist
  • 06

    Sales

    • Sales: Video Training

    • New Leader's Homework - 6

    • Sales: Action Taker's Checklist
  • 07

    Controlling Costs

    • Controlling Costs: Video Training

    • New Leader's Homework - 7

    • Controlling Costs: Action Taker's Checklist
  • 08

    Technology

    • Technology: Video Training

    • New Leader's Homework - 8

    • Technology: Action Taker's Checklist
  • 09

    Decision-Making

    • Decision-Making: Video Training

    • New Leader's Homework - 9

    • Decision-Making: Action Taker's Checklist
  • 10

    Mental-Spiritual Battleground

    • Mental-Spiritual Battleground: Video Training

    • New Leader's Homework - 10

    • Mental-Spiritual Battleground: Action Taker's Checklist
  • 11

    Leaders Are Readers

    • Leaders Are Readers: Video Training

    • Leaders are Readers: Action Taker's Checklist
  • 12

    Time Maximization Techniques

    • Time Maximization Techniques: Video Training

    • New Leader's Homework - 12

    • Time Value Maximization: Action Taker's Checklist
  • 13

    Not Getting Sued

    • Not Getting Sued: Video Training

    • New Leader's Homework - 13

    • Not Getting Sued: Action Taker's Checklist

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program.
  • NASBA Field of Study: Taxes
  • Program Knowledge Level: Intermediate
  • Prerequisites: General knowledge of federal tax law and its practical application. 
  • Advance Preparation: None
  • Refund / Cancellation Policy: Full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, in that case, there will be no refund available, even if within 14 day period).
  • Complaint Resolution Policy: Click the green "Need Help?" button below to contact our support team anytime. We resolve any issues amicably and working as a teammate with our valued Members.