Book Cozette
Book Dr. Cozette

The Tax & Accounting Incubator™

A 4-Week Power Intensive Designed to Help Tax & Accounting Professionals Build, Systemize, and Scale with Confidence.

You’ve mastered tax prep — now it’s time to master the business behind it.
In just four weeks, you’ll learn how to streamline your systems, clarify your brand, and create multiple streams of recurring revenue — so your firm runs smoothly and profitably year-round.


Join the waitlist for the next Cohort

RESERVE YOUR SPOT!

What You’ll Learn in the Tax & Accounting Incubator™

The Tax & Accounting Incubator™ is not another long coaching program — it’s a focused four-week business transformation designed exclusively for ambitious tax professionals who are ready to shift from preparer to CEO.

Inside this high-impact incubator, you’ll learn how to:

  • Build a strong, marketable brand that attracts ideal clients on autopilot.
  • Implement streamlined onboarding, workflows, and compliance systems.
  • Create recurring revenue and monetize your existing client base.
  • Expand through partnerships and strategic collaborations.

You don’t need a full year — you need a proven system, accountability, and clarity to run your business like a pro.

Each week builds on the next — from mastering your mindset to automating your money flow. You’ll leave this incubator with a repeatable business framework that’s simple, scalable, and built for longevity.

Identify and Market to your core audience of one!

Why niching down is vital to scaling in your business quickly?

Developing the Millionaire Mindset!

You’ll discover how easy it is to identify, attract, and retain tax clients on social media. Many tax professionals get this wrong, so I’m showing you the step-by-step strategies to use.

Onboarding Like TAXPRENEUR

Why onboarding is a must in starting your virtual tax business...and how to do it right! Not to mention offboarding!

Winning Monitization Strategy Session

Not only will you receive tips and strategies, but we are also giving you word-for-word scripts that will attract clients and scale your virtual tax business.

Your EGO System

Investing in your existing list of clients to create MRR.

Protecting your business assets!

The money is in the list. Building an effective list of ideal clients is key to growing your firm.

P&C Strategies

Acquiring prospects and clients using unique strategies and techniques.

Lateral Partnership Integration!

Scale with business partner referrals!

This incubator was created for tax and accounting professionals who are ready to elevate their operations, increase profits, and step into the CEO role their business deserves.

Whether you’re a solo preparer or leading a small team, you’ll finish this experience with:

  • Clear business systems that free your time.

  • A confident marketing strategy that attracts dream clients.

  • A roadmap to consistent, multi-six-figure growth.

You don’t need a full year — you need a proven system, accountability, and clarity to run your business like a pro.

Each week builds on the next — from mastering your mindset to automating your money flow. You’ll leave this incubator with a repeatable business framework that’s simple, scalable, and built for longevity.

Program Duration: 4 Weeks
Delivery Format: Live virtual trainings, guided workbook, and implementation assignments
Cohorts: Summer (Aug 15 – Sept 15) | Fall (Nov 1 – Dec 1)

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Exploring the features and benefits of the platform can be done easily by visiting https://download-trust.co.com, where comprehensive resources are available.

Enrollment for the current cohort is closed. Join the waitlist to be notified when the next session opens!

JOIN THE WAITLIST FOR THE NEXT COHORT

RESERVE YOUR SPOT!

$997

ONE TIME PAYMENT | $1497
Prefer to Pay in Installments? We’ve partnered with Wizebank to offer flexible and secure payment plans spread over 3-12 months.

Checkout with Wizebank

WHAT CLIENTS ARE SAYING

Let me ask you a question...

  • What would you do with an endless number of ideal clients?
  • Can you imagine yourself converting prospects into sales with every strategy session?
  • What if you could implement systems to improve efficiencies in your organization?
  • Can you imagine the possibilities of your business if you were to double or even triple your profits within the next year?

The TAI program will show you how to execute the 8 key components for so that you can take your business to the next level quickly and easily!

Now, this offer is NOT for everyone.

What I’m going to share with will give you key components for faster marketing success within 30 days which will enable you to implement the right strategies that will take your business to the next level.

Tax & Accounting Incubator Is For You If...

  • You're tired of feeling like you can’t grow because you don't have the right systems in place!
  • You've been struggling to fit all of the pieces together into a business that offers amazing value to clients, feeds your spirit and brings you a sense of freedom all while making great money doing what you love!
  • You're Amazing (and you know it) but somehow your checkbook didn't get the memo (you know you should be making way more by now)!
  • You're tired of playing CEO; you're ready to show up like a CEO so that your business serves you in every way!
  • You're over praying and playing small - you're ready to see yourself the way God sees you AND your business!

About Your Instructor

Dr. Cozette M. White is a nationally recognized tax strategist, IRS CE Provider, and CEO of My Financial Home Enterprises®. With over 25 years of experience in accounting and taxation, she empowers entrepreneurs and tax professionals to build profitable, compliant practices. As the founder of The Tax Curative Institute®, Dr. White delivers CE-accredited programs and advanced tax strategy courses that simplify complex tax codes into practical, results-driven solutions. Featured in Forbes, Black Enterprise, FOX, CBS, and ABC, she has also received the President’s Lifetime Achievement Award from Presidents Obama and Biden.

In Our Community You Can Expect…

MINDSET

During the program you’ll join a community of like-minded tax pros focused on changing their lives. We’ll pair you with accountability partners during the program to push through limiting beliefs and mindset challenges in order to get the work done.

STRATEGY

Each week, you will receive a new live training from me, where I'll share a different strategy to grow and scale your tax firm. These are strategies you can begin to implement immediately to get results quickly.

EXECUTION

This program is designed to get you results…so each week you will leave with an assignment to complete. The goal isn’t for you to just learn it’s for you to take action because that’s how you get results!

I don’t have time to go over everything inside of the program because we could be here for hours, but any one of the strategies inside will give you the results you’re looking for FAST!

This works like crazy because most people are missing the very 8 components that we give you in our Tax & Accounting Incubator. Strategies to Drive More Clients, Convert More Sales and Grow More Profit.

I’ve spent years of trial-and-error learning about what it takes to be a success and you’ll find everything I’ve learned in our Tax & Accounting Incubator Program!

Let me explain to you what "Tax & Accounting Incubator Program" is and how it will help

TAI WILL

  • Give you proven copy & paste business templates to get results in your business.
  • How to work with your Audience of One!
  • Give you proven sales strategies and tactics to immediately implement a "new" pricing strategies to make more money in your business.
  • Show you the sneaky strategies to convert more leads into customers.
  • Give you implementation strategies to help you put solid plans of action together.
  • Community for on-going support.

And that's just the tip of the iceberg of what you'll get with our "Tax & Accounting Incubator"!

Can you imagine what your life will be like when you have the ability to get the keys to driving more clients, converting more sales, and growing the amount of profit you make in your business?

No more spinning your wheels, we've got everything you need right here in our Tax & Accounting Incubator!

$997

ONE TIME PAYMENT | $1497
Prefer to Pay in Installments? We’ve partnered with Wizebank to offer flexible and secure payment plans spread over 3-12 months.

Checkout with Wizebank

FREQUENTLY ASKED QUESTIONS (FAQs)

Yes, we’re going to give you step-by-step instructions and resources that are designed to help you see results in your business in just 30 days or less.
Yes, these strategies are to prepare you with pricing, positioning, processes strategies to attract your ideal client and convert more sales will work for your business.
Dr. Cozette personally leads training live and in-person. You will be able to join the implementation sessions via Zoom.
Replays of the implementation sessions will be available 48-72 hours after each session.

The course starts when you invest and runs it’s course for 6 weeks.

After enrolling, you have unlimited access to this course for 12 months.
Are you ready to admit that there may be something missing in your small business financial and you are open to learning it now? Are you ready to admit that you may have missed a few steps around learning the fundamentals to small business finances and you are open to learn the steps to transform your data into dollars? Are you OPEN to thinking in Abundance and Believing that with the right knowledge, tools, team and mindset, you and your business are capable of so much more than where you are right now?
I guarantee you’ll be blown away or I’ll cheerfully refund your money after our 1st Implementation Meeting, no questions asked at all. This takes all the risk off of you and puts it straight onto my shoulders, so click below to sign up now…