Find your level. Start where you are.
Tax Founded has three membership tiers, each designed for a specific stage of your firm’s journey. Every tier includes access to our member community and IRS-approved CPE, but the depth of mentorship, strategy, and support scales with your ambitions.
You’re in the early stages, maybe it’s just you, maybe you’ve got a small crew. You’re not satisfied with staying small. You just need the roadmap. The Builder tier plugs you into a peer community, gives you structured mentorship in a monthly cohort, and arms you with IRS-approved education that actually applies to where you are right now. You’ll learn alongside other Builders who are figuring out the same things you are and get guidance from mentors who've already done it.
You have clients, you have staff, you have revenue. But somewhere along the way, the firm started running you instead of the other way around. This is strategic education with a peer group who’s playing the same game at the same level. Every month we dig into the operational realities of running a real firm, hiring and firing decisions, scheduling systems, profitability modeling, and more. You’ll be matched with Founders of similar firm size so the conversations are always relevant.
ONLY 29 SEATS LEFT!
Visionary members are a different breed. They’re the firm owners who are already thinking about their next acquisition, their culture playbook, the metrics that will define their next chapter. Tax Founded’s Visionary tier was built to meet you at that level. You’ll be placed in a small, intimate cohort led personally by one of our founding members. This is deep, hands-on work: unpacking your internal metrics, dismantling your bottlenecks, and creating accountability systems.
Meet Your Leaders
Kelly Bender, EA
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.
Jared Foos, 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.
Your Questions, Answered
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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.
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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.
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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.
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The webinars are live. We intentionally designed them this way because we believe the biggest value comes from real-time connection, collaboration, and the ability to answer YOUR questions directly.
Rather than just watching pre-recorded content, you’ll be able to engage, ask questions, and get guidance specific to your situation during each session.
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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.
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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.