Explore Our Memberships

Builder
$99.00
Every month

✓ 2 hours of IRS approved CPE per month
✓ Access to the community chat
✓ Small cohort (3-5) mentor group

From in-depth courses to exclusive content, these resources are made to move with you and move you forward.

Founder
$139.00
Every month

✓ All features in builder plus...
✓ 3 hours per month of IRS approved CPE
✓ One-on-one matching with a mentor
✓ Peer growth metrics tracking and accountability
Visionary
$199.00
Every month

✓ All features in Founder plus...
✓ Hot seat/round table access once per month
✓ Direct access to exiting founders list
✓ Research support for complex tax topics

Choose Your Plan

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Choose Your Plan ✦

Meet Your Leaders

Kelly is a tax strategist and co-founder of Tax Founded, where she equips tax professionals to move beyond basic preparation and into proactive, high-level tax planning. She is passionate about helping firm owners implement scalable systems, strengthen entity strategy expertise, and build firms that create both impact and wealth.

Kelly Bender, EA

Jared is an Enrolled Agent and firm owner who built and scaled a multi-location tax practice through strong systems, client-first leadership, and advanced tax strategy. Through Tax Founded, he teaches tax professionals how to grow profitable firms rooted in service, structure, and long-term sustainability, not just seasonal compliance work.

Jared Foos, EA

Your Questions, Answered

  • Tax Founded is a virtual coaching program that teaches tax professionals how to build profitable, sustainable firms focused on strategy, systems, and client impact, not just tax preparation.

  • Whether you’re a new tax professional or a seasoned preparer looking to scale, Tax Founded helps you grow your business, implement efficient systems, and offer higher-value services to clients.

  • You’ll learn how to structure your firm, develop year-round tax strategies for clients, create scalable workflows, train and lead your team, and position your business for long-term growth.

  • Tax Founded offers a mix of live coaching sessions, group mentorship, and on-demand resources so you can learn at your pace while getting guidance in real time.

  • Unlike programs that focus solely on compliance, Tax Founded teaches you how to think like a business owner, scale your firm strategically, and deliver high-value services that set your firm apart.

  • You can join Tax Founded by signing up for our coaching program or attending one of our mentorship sessions. Every participant gains actionable tools and guidance to grow their firm immediately.