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.
For solo practitioners and small teams ready to stop winging it. Best for: Solo practitioners or firms with 1–3 staff who have a clear desire to grow but need structure and direction.
For firm leaders who drive growth, develop teams, and improve operations. Ideal for managers, directors, and emerging executives looking to strengthen their leadership, expand their technical expertise, and collaborate with peers facing similar challenges.
ONLY 28 SEATS LEFT!
For the firm owners who are defining what this industry looks like next. Best for: Established firm owners who are acquisition-minded, culture-focused, and growth-obsessed.
Train Your Entire Firm
Want to provide high-quality CPE and practical tax education for your entire team? We offer discounted group pricing for firms purchasing memberships for multiple employees.
Whether you're investing in a handful of staff members or your entire firm, we'll help build a plan that fits your team's size and training goals.
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
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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.