CARTER AND ASSOCIATES 6th ANNUAL TAX FIRM BOOTCAMP:

This isn’t just another tax seminar—this is where elite tax professionals come to elevate. Whether you’re just starting out or scaling your firm, this 3-day experience is designed to position you for profit, streamline your operations, and create content and systems that attract your ideal clients.

• ✅ Learn from seasoned experts who’ve built 6- and 7-figure tax firms

• ✅ Gain insider marketing strategies and systems that work

• ✅ Leave with done-for-you content, tools, and connections

• ✅ Network with like-minded professionals who are doing the work

• ✅ Get exclusive software training from Carter & Associates

What to Expect to Learn: You’ll walk away with:

• A complete batch of ready-to-post content for the season

• Marketing strategies to attract and convert high-value clients

• Automation tips to increase efficiency in your tax firm

• Step-by-step walkthroughs of Carter & Associates' tax software

• Tools to help you position yourself as an expert in the industry

Day 1 – Batch Content Day DECEMBER 5, 2025

This is your get-it-done day. We’ll help you create months of marketing content in one day—captions, graphics, videos, and more—so you’re not scrambling during tax season. You’ll learn how to batch, schedule, and stay visible online consistently.

Leave with:

• Pre-made marketing templates

• A custom content calendar

• Headshots + branded media

Day 2 – Tax Pro Marketing & Software Training DECEMBER 6, 2025

You’ll get a deep dive into our proprietary Carter & Associates tax software and how to maximize it for client retention, growth, and reporting. PLUS, learn high-converting marketing techniques tailored for the tax industry.

Sessions include:

• Software Walkthrough + Features

• High-Ticket Offer Creation

• Lead Generation & Automation

• How to Build a Scalable Tax Team

WHAT YOU WILL LEARN

• How to properly complete a tax return (1040, 1065, 1120)

• How to advertise your tax firm

• How to get clients 

• How to hire staff

• How to automate your tax firm 

• & much more...

WHAT YOU WILL NEED

• A laptop/charger

• Demo Software (Already Downloaded before arrival)

• 3 outfits (Branded company shirt, Blazer, casual look)

Day 3 – Celebratory Brunch: "Tax Pro Toast" DECEMBER 7, 2025

We’re celebrating YOU! Join us for a powerful close-out brunch—networking, awards, photos, and reflections with fellow tax pros who showed up and leveled up.

Expect:

• Certificates of Completion

• Awards & Recognition

• Vision Casting for the Season

• Community + Connection

Seats are limited. Secure your spot now.