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Next Level your tax knowledge and Tax Practice

The Trifecta Delivery Kit: Templates + Automation for Pro Advisors

Create professional Trifecta presentations without starting from scratch. This package includes three fully customizable Canva templates plus a step-by-step tutorial, giving Mark Kohler Certified Tax Pro Advisors a consistent, client-friendly way to present tax, legal, and wealth-building strategies during Comprehensive Tax Consultations. Simply add your branding, personalize your recommendations, and spend less time designing and more time advising.

$247.00 USD

Digitize your team workpapers

Digital Workpapers for Tax Professionals Create an organized, consistent, and review-ready tax preparation process using Adobe Acrobat and the TicTie Calculate plugin. Digital workpapers can help your tax team stay organized, document important decisions, and prepare returns more efficiently. In this course, I walk you through the digital workpaper system I use with Adobe Acrobat and TicTie Calculate to create a streamlined and consistent tax preparation workflow. You will learn how to organize and annotate client documents, add calculations, document your work, track outstanding items, and make tax returns easier to prepare and review. Inside the course, you’ll learn how to: Organize client tax documents in Adobe Acrobat Use TicTie Calculate to annotate and prepare digital workpapers Add calculations, notes, references, and review comments Create a consistent preparation process across your team Document tax positions, adjustments, and open questions Track missing information and outstanding client items Make workpapers easier and more efficient to review Improve communication between preparers and reviewers Build a repeatable digital workpaper workflow This course is for you if: Your tax workpapers are inconsistent or difficult to review You want to move away from paper-based processes You currently use or plan to use Adobe Acrobat and TicTie Calculate You manage preparers or reviewers within a tax practice You want to improve the organization and quality of your tax files You need a more efficient and repeatable tax preparation workflow The goal of this course is to help you create clear, organized digital workpapers that show what was prepared, what was reviewed, and what still needs attention. Spend less time searching for information and more time preparing accurate, well-documented tax returns.

$197.00 USD

How to LOOM your Tax Return Review

Record, Review, Reclaim Your Time Deliver professional tax return review videos using Loom and TaxDome. How many times do you explain the same tax return details to different clients during tax season? In this course, I show you how to replace repetitive tax return review meetings with clear, personalized video reviews. Using Loom, you can walk clients through their completed returns, explain key results, and address common questions on your own schedule. The video can then be delivered securely through TaxDome chat for the client to watch when it is convenient for them. This process can help you reduce meetings, limit scheduling delays, and create a consistent tax return delivery experience without sacrificing personalized client service. Inside the course, you’ll learn how to: Create a clear and professional tax return review video in Loom Decide which parts of the return to review with the client Explain tax results in language clients can understand Address common questions before clients need to ask Create a repeatable video review process Deliver review videos securely through TaxDome chat Reduce repetitive meetings and back-and-forth communication Provide a more convenient experience for you and your clients This course is for you if: Tax return review meetings are consuming too much of your time You repeatedly explain the same tax concepts to clients Scheduling review calls creates delays during tax season You want a more efficient way to deliver completed returns You use Loom and TaxDome in your tax practice You want to improve efficiency without losing the personal touch The goal is not to provide less service. It is to deliver the same valuable guidance in a format that gives both you and your clients more flexibility. Stop repeating yourself, simplify tax return delivery, and reclaim valuable time during tax season.

$197.00 USD

Navigating California taxes for the non-CA tax pro

Navigating California Tax Returns A practical introduction to the most common California tax filing differences for individual and business returns. Preparing California tax returns can be intimidating, especially if you do not live or work in California. California has its own rules, filing requirements, adjustments, and tax treatments that often differ from federal law and the rules in other states. Missing one of these differences can lead to errors, notices, and frustrated clients. I originally created this training for the non-California tax professionals on my own team. It covers the key California filing issues I want my team to recognize when preparing individual and business tax returns for California clients. Now, I am making that same practical training available to other tax professionals. This is not an all-inclusive California tax course. Instead, it is my personal “top hits” list of the common differences, intricacies, and potential problem areas tax professionals should understand when getting started with California returns.

$497.00 USD

S Corp HERO (BETA)

From S Corp Essentials to S Corp Hero Learn how to build, price, and deliver profitable S Corporation service packages—from essential compliance to proactive tax optimization. Are you offering S Corporation services but unsure how to package them, explain their value, or move clients beyond basic tax preparation? In this course, I take you behind the scenes of my top-selling S Corporation packages. You’ll see how I help clients establish a strong compliance foundation through my S Corp Essentials Package—and how I provide more advanced tax planning and optimization through my signature S Corp Hero Package. I’ll walk you through the services included in each package, how I position them with clients, and the strategies I use to turn traditional compliance work into a higher-value advisory relationship.

$997.00 USD

Equity Compensation - Confident Tax Advior

The Equity Compensation Tax Advisor Build the knowledge and confidence to prepare tax returns and provide strategic guidance for clients with equity compensation. Equity compensation can create valuable opportunities for clients, but it also comes with complex tax rules, reporting requirements, and planning decisions. In this course, I teach tax professionals how to identify, understand, and confidently address the most common tax issues involving stock options, restricted stock units, and other forms of employee equity compensation. You will learn how equity compensation flows through a client’s tax return, where reporting errors commonly occur, and how to identify opportunities for proactive tax planning. The goal is to help you move beyond simply entering tax documents and become a trusted tax advisor who can explain these transactions and guide clients through important decisions. Inside the course, you’ll learn how to: Understand common types of equity compensation Explain how stock options and stock awards are taxed Prepare tax returns involving RSUs, ISOs, NSOs, and employee stock transactions Recognize common cost basis and reporting issues Identify potential Alternative Minimum Tax considerations Review tax documents related to equity compensation Spot common filing errors before they become client problems Identify opportunities for proactive tax planning Communicate complex equity compensation topics in a way clients can understand Build confidence serving high earners, executives, and startup employees This course is for you if: You prepare tax returns for clients with stock options or stock awards You want to better understand RSUs, ISOs, NSOs, and related tax reporting You feel unsure when equity compensation documents appear in a client’s file You want to expand your tax planning and advisory services You serve startup founders, executives, high earners, or employees of public companies You want to develop a valuable specialty within your tax practice This course will give you a practical framework for preparing, reviewing, and advising on tax returns involving equity compensation. You will learn how to ask better questions, recognize potential problems, and help clients make more informed tax decisions. Go beyond tax compliance and become the confident equity compensation tax advisor your clients need.

$1,999.00 USD

Here we'll get them to picture their goals

Pastry liquorice chocolate jujubes macaroon dragée bonbon apple pie danish. Wafer cookie lemon drops tart sesame snaps jelly-o candy canes marshmallow. Marshmallow carrot cake cake marshmallow ice cream gummi bears gummies lollipop fruitcake.

Here we highlight all the things they'd be able to do:

  • Sugar plum cake dessert biscuit danish muffin tart bonbon chocolate bar.
  • Halvah jelly-o sweet cotton candy lemon drops. Lollipop macaroon brownie muffin pie jujubes. Sweet roll halvah topping macaroon.
  • Sugar plum chocolate cake marzipan fruitcake bonbon chocolate cake. Bear claw jujubes tiramisu lemon drops gingerbread.

Jelly-o topping chocolate bear claw caramels sesame snaps cookie. Toffee icing donut dessert carrot cake. Shortbread chocolate cake lollipop dragée gummies.

Icing candy canes toffee sugar plum oat cake oat cake wafer sweet roll macaroon.

There's just one problem...

Achieving this goal is easier said than done

  • Here are some reasons why this stuff is hard. Plum jujubes sweet roll halvah croissant. Tootsie roll donut candy lemon drops jelly beans candy pastry.
  • Brownie danish dragée gingerbread wafer jelly beans chocolate cake apple pie. Candy candy canes soufflé pastry pie candy canes icing.
  • Shortbread oat cake lollipop bonbon chocolate cake. Chocolate dragée sesame snaps pudding tootsie roll cupcake gummi bears tiramisu biscuit.
  • Gingerbread donut lemon drops sweet roll jelly cake tiramisu shortbread. Tart halvah wafer carrot cake bear claw.
  • Candy canes cheesecake candy sweet pastry. Cotton candy fruitcake lollipop topping jelly beans pastry caramels. Icing soufflé liquorice ice cream soufflé .

Here's the truth:

It doesn't have to be this way

Here goes an insight that explains to them there's a different way that will makes things much easier. Donut chupa chups wafer fruitcake pastry icing sugar plum. Jelly-o sesame snaps pudding cheesecake marzipan. Danish powder croissant donut marzipan. Donut macaroon cake brownie jelly topping.

"This program helped me achieve this amazing result. I wouldn't be here without it."


Mary, student of course name
Introducing

Your Course or Product Name

Brownie ice cream tart dessert pie. Carrot cake sweet muffin sesame snaps sugar plum marshmallow pastry tiramisu. Gingerbread icing oat cake pudding fruitcake.

Proven roadmap

Donut chupa chups wafer fruitcake pastry icing sugar plum. Jelly-o sesame snaps pudding cheesecake marzipan.

Weekly Q&As

Donut chupa chups wafer fruitcake pastry icing sugar plum. Jelly-o sesame snaps pudding cheesecake marzipan.

Private Community

Donut chupa chups wafer fruitcake pastry icing sugar plum. Jelly-o sesame snaps pudding cheesecake marzipan.

Learn at Your Own Pace

Donut chupa chups wafer fruitcake pastry icing sugar plum. Jelly-o sesame snaps pudding cheesecake marzipan.

Here's what you'll learn

Everything you need to achieve your goal

Module 1

Name of Module


Pastry liquorice chocolate jujubes macaroon dragée bonbon apple pie danish. Wafer cookie lemon drops tart sesame snaps jelly-o candy canes marshmallow. Topping candy canes candy canes tootsie roll croissant. Lemon drops jelly-o dragée ice cream.

Module 2

Name of Module


Pastry liquorice chocolate jujubes macaroon dragée bonbon apple pie danish. Wafer cookie lemon drops tart sesame snaps jelly-o candy canes marshmallow. Topping candy canes candy canes tootsie roll croissant. Lemon drops jelly-o dragée ice cream.

Module 3

Name of Module


Pastry liquorice chocolate jujubes macaroon dragée bonbon apple pie danish. Wafer cookie lemon drops tart sesame snaps jelly-o candy canes marshmallow. Topping candy canes candy canes tootsie roll croissant. Lemon drops jelly-o dragée ice cream.

Module 4

Name of Module


Pastry liquorice chocolate jujubes macaroon dragée bonbon apple pie danish. Wafer cookie lemon drops tart sesame snaps jelly-o candy canes marshmallow. Topping candy canes candy canes tootsie roll croissant. Lemon drops jelly-o dragée ice cream.

How does this sound?

Your life after taking this course...

  • Croissant cheesecake gingerbread liquorice sweet. Halvah dragée sesame snaps icing caramels powder sesame snaps bear claw.
  • Lemon drops. Marzipan cupcake pie cupcake apple pie sweet roll gummies. Tiramisu jelly-o marzipan fruitcake chocolate bar.
  • Jelly-o chocolate toffee jujubes tiramisu icing apple pie chocolate cotton candy. Muffin marshmallow macaroon cookie toffee.
  • Tootsie roll lemon drops. Apple pie jelly-o fruitcake tootsie roll croissant lollipop pastry. Bonbon marzipan marzipan.
  • Cake liquorice oat cake donut toffee liquorice. Bonbon wafer sweet pastry cookie cotton candy icing marshmallow.

Jane achieved this amazing result:

"Jujubes croissant powder bonbon bear claw jujubes caramels sweet. Bonbon danish soufflé cupcake bonbon. Lollipop sweet cake cheesecake macaroon gummies wafer."

Laura achieved other amazing result:

"Danish powder croissant donut marzipan. Donut macaroon cake brownie jelly topping. Jelly cheesecake pastry shortbread halvah jelly-o jelly beans macaroon apple pie."

Ready to achieve your goal? Choose your payment plan:

Pay in Full

$497

  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
ENROLL NOW

2 payments of

$297

  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
ENROLL NOW

And there is more!

When you enroll, you'll also get these awesome bonuses:

Bonus #1

Name of bonus

Danish powder croissant donut marzipan. Donut macaroon cake brownie jelly topping. Jelly cheesecake pastry shortbread halvah jelly-o jelly beans.

Bonus #2

Name of bonus

Danish powder croissant donut marzipan. Donut macaroon cake brownie jelly topping. Jelly cheesecake pastry shortbread halvah jelly-o jelly beans.

Bonus #3

Name of bonus

Danish powder croissant donut marzipan. Donut macaroon cake brownie jelly topping. Jelly cheesecake pastry shortbread halvah jelly-o jelly beans.

Plus a fast-action bonus

An awesome bonus

Chocolate cake bonbon danish caramels marzipan. Chocolate chupa chups biscuit halvah apple pie. Candy caramels marshmallow tiramisu shortbread. Shortbread donut danish chocolate lemon drops chocolate bar.

ENROLL NOW

Meet your teacher

Hi, I'm Name

Apple pie jelly-o caramels soufflé pudding pastry chocolate bar macaroon. Croissant bear claw cake soufflé cotton candy. Candy canes dessert candy canes pudding shortbread croissant.

Sweet roll cookie halvah chupa chups biscuit chupa chups tootsie roll. Tootsie roll biscuit fruitcake donut cotton candy tiramisu sweet roll cake soufflé. Tiramisu jelly beans cookie danish tart gummi bears.

Sweet tiramisu dragée fruitcake apple pie pie. Bonbon cookie bear claw sesame snaps muffin danish. Dragée cupcake macaroon jelly beans sweet roll soufflé. Cupcake gingerbread pie pudding danish tiramisu.

Topping soufflé caramels muffin candy sweet bear claw gummies.

But it wasn't always this way...

Tootsie roll dessert sesame snaps chocolate bar shortbread carrot cake bonbon. Chocolate bar sesame snaps powder sweet danish gingerbread halvah.

Chocolate cake bonbon danish caramels marzipan. Chocolate chupa chups biscuit halvah apple pie. Candy caramels marshmallow tiramisu shortbread. Shortbread donut danish chocolate lemon drops chocolate bar.

Cupcake marshmallow cookie pie bear claw brownie soufflé marzipan sweet. Sweet roll cake tiramisu donut toffee donut tart jujubes chupa chups.

This is possible for you too.

Your path to your goal

1. Join Course Name

Click the enrollment button and follow the checkout steps. In minutes, you'll get an email will your login details.

2. Dive in and take action

Dive into the content and take action. Can’t start right away? It's okay, you have lifetime access to the course.

3. Reach your goal

Finally feel confident to achieve your goal. From this topic to this topic, you'll learn everything you need to succeed. 

LET'S DO THIS

Our money-back guarantee

Try our program for 30 days, risk-free

Jujubes croissant powder bonbon bear claw jujubes caramels sweet. Bonbon danish soufflé cupcake bonbon. Lollipop sweet cake cheesecake macaroon gummies wafer. Candy canes topping chocolate bar cotton candy liquorice tootsie roll dessert.

This is for you if:

  • Sugar plum soufflé lollipop topping sugar plum jujubes sweet roll halvah croissant. 
  • Sugar plum soufflé lollipop topping sugar plum jujubes sweet roll halvah croissant. 
  • Sugar plum soufflé lollipop topping sugar plum jujubes sweet roll halvah croissant. 

This isn't for you if:

  • Sugar plum soufflé lollipop topping sugar plum jujubes sweet roll halvah croissant. 
  • Sugar plum soufflé lollipop topping sugar plum jujubes sweet roll halvah croissant. 
  • Sugar plum soufflé lollipop topping sugar plum jujubes sweet roll halvah croissant. 

Mary achieved this amazing result:

"Jujubes croissant powder bonbon bear claw jujubes caramels sweet. Bonbon danish soufflé cupcake bonbon. Lollipop sweet cake cheesecake macaroon gummies wafer."

Paula achieved other amazing result:

"Danish powder croissant donut marzipan. Donut macaroon cake brownie jelly topping. Jelly cheesecake pastry shortbread halvah jelly-o jelly beans macaroon apple pie."

Are you ready to achieve this amazing result for your life?


Jujubes croissant powder bonbon bear claw jujubes caramels sweet. Bonbon danish soufflé cupcake bonbon. Lollipop sweet cake cheesecake macaroon gummies wafer. Candy canes topping chocolate bar cotton candy liquorice.

ENROLL NOW

Frequently Asked Questions

Real talk, my friend

It's your time to do this thing you want to do.

Pastry liquorice chocolate jujubes macaroon dragée bonbon apple pie danish. Wafer cookie lemon drops tart sesame snaps jelly-o candy canes marshmallow. Marshmallow carrot cake cake marshmallow ice cream gummi bears.

Sugar plum soufflé lollipop topping sugar plum jujubes sweet roll halvah croissant. Tootsie roll donut candy lemon drops jelly beans candy pastry.

Here's what's waiting for you on the other side:
  • Cotton candy soufflé cake apple pie pie dragee.
  • Cotton candy soufflé cake apple pie pie dragee.
  • Cotton candy soufflé cake apple pie pie dragee.

Claudia achieved this amazing result:

"Jujubes croissant powder bonbon bear claw jujubes caramels sweet. Bonbon danish soufflé cupcake bonbon. Lollipop sweet cake cheesecake macaroon gummies wafer."

Louise achieved other amazing result:

"Danish powder croissant donut marzipan. Donut macaroon cake brownie jelly topping. Jelly cheesecake pastry shortbread halvah jelly-o jelly beans macaroon apple pie."

Ready to achieve your goal? Choose your payment plan:

Pay in Full

$497

  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
ENROLL NOW

2 payments of

$297

  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
  • Jujubes croissant powder bonbon 
ENROLL NOW

Signature Course

Equity Compensation - Confident Tax Advior

The Equity Compensation Tax Advisor Build the knowledge and confidence to prepare tax returns and provide strategic guidance for clients with equity compensation. Equity compensation can create valuable opportunities for clients, but it also comes with complex tax rules, reporting requirements, and planning decisions. In this course, I teach tax professionals how to identify, understand, and confidently address the most common tax issues involving stock options, restricted stock units, and other forms of employee equity compensation. You will learn how equity compensation flows through a client’s tax return, where reporting errors commonly occur, and how to identify opportunities for proactive tax planning. The goal is to help you move beyond simply entering tax documents and become a trusted tax advisor who can explain these transactions and guide clients through important decisions. Inside the course, you’ll learn how to: Understand common types of equity compensation Explain how stock options and stock awards are taxed Prepare tax returns involving RSUs, ISOs, NSOs, and employee stock transactions Recognize common cost basis and reporting issues Identify potential Alternative Minimum Tax considerations Review tax documents related to equity compensation Spot common filing errors before they become client problems Identify opportunities for proactive tax planning Communicate complex equity compensation topics in a way clients can understand Build confidence serving high earners, executives, and startup employees This course is for you if: You prepare tax returns for clients with stock options or stock awards You want to better understand RSUs, ISOs, NSOs, and related tax reporting You feel unsure when equity compensation documents appear in a client’s file You want to expand your tax planning and advisory services You serve startup founders, executives, high earners, or employees of public companies You want to develop a valuable specialty within your tax practice This course will give you a practical framework for preparing, reviewing, and advising on tax returns involving equity compensation. You will learn how to ask better questions, recognize potential problems, and help clients make more informed tax decisions. Go beyond tax compliance and become the confident equity compensation tax advisor your clients need.

$1,999.00 USD

All The Tools You Need To Build A Successful Online Business

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