Join the Inner Circle

“I used to feel really isolated and alone in my practice with nowhere to turn if I was lost on an issue, because my peers all seemed to look to me for answers and I had no mentor anymore. When Tom launched his inner circle, I didn't join right away because I thought it was too expensive and I was intimidated that the other people would be smarter than me and think that my questions were silly or basic. When Tom announced he had room in his Inner Circle again, I was at the point I had had enough and I jumped on it knowing that if I want to improve myself and my business I need to surround myself with the people whose businesses and work acumen I admire and respect. Being part of this mastermind group makes me feel confident, supported, and like I am finally steering my ship in the right direction instead of letting the waves crash over me, because I know that week after week I have somebody to guide me and a group of people who are all rooting for each other - we're in it together.”

- Tara Hendrickson, EA, CTC

“The issues within my business were productivity, amount of time spent on tax research, and high-level discussion that we were not having with in-house staff. We have used many different methods of trying to increase productivity and also tried numerous research methods and it always seemed to still take us much more time than we would have liked to spend on research. Tom has allowed me to focus more on value-based billing (I always tried to make excuses to not do this), helped with tax research tactics, and talked in-depth about numerous topics including my questions and open discussion. The open discussion has really made my mind work and grasp some of the concepts at hand. I have sold a few more tax plans than normal and plan to continue to do this. I have also been able to structure research to limit the amount of time spent on this each week. I plan to continuously upgrade software and technology throughout my organization and really focus on moving all segments of our business to value-based billing. I think the biggest thing I have learned in this program is to not undervalue yourself. It has taken many years of research and work to understand these tax concepts and I should be fairly compensated for my work.”

- Justin Gates, CTP, EA, MBA, LifeCycleWealthManagement.com

“I have been extremely pleased with my Inner Circle Membership. The time I no longer spend researching complex tax matters has resulted in 12+ hours a month that I can spend in other areas at my firm. Tom is truly like the walking tax code. The one-on-one access to Tom is priceless. Not only the vast amount of technical knowledge I have gained but also the encouragement to charge what I am worth has been monumental in increasing my revenue by 25%, which I expect to double next year. I enjoy the community with others in the inner circle. We all have different focuses in our practice and can learn a lot from each other and the different experiences that we have.” - Josh Youngblood

“Joining Tom's Inner Circle has been invaluable to me as a sole practitioner. Since starting with the Inner Circle about a year and 3 months ago, I've saved hours on research and feel more confident knowing I'm supported on the technical side. I've also been able to increase my gross revenue by 40% from the previous year. Beyond the technical knowledge, Tom supports the members of the Inner Circle by offering advice on pricing, challenging us to charge our worth and to think of ways to improve our practice.” - Olga Baraz