

Join us for a three-day immersive experience where tax professionals gain the strategies, tools, and insights needed to thrive in today’s fast-changing industry. From mastering client acquisition and automation to learning proven growth frameworks from industry leaders, this bootcamp is designed to help you elevate your practice, increase profitability, and secure long-term success.


Join us for a three-day immersive experience where tax professionals gain the strategies, tools, and insights needed to thrive in today’s fast-changing industry. From mastering client acquisition and automation to learning proven growth frameworks from industry leaders, this bootcamp is designed to help you elevate your practice, increase profitability, and secure long-term success.
Hear directly from past bootcamp attendees and see how this experience helped them elevate their tax businesses. We believe there is more than enough opportunity for tax professionals who are equipped with the right strategies and tools.
Through hands-on guidance, expert mentorship, and a supportive community, the Level Up 2025 Tax Bootcamp delivers what has been missing in the industry — a collaborative space designed to help you grow with confidence.
Discover innovative strategies to secure funding for your tax business and expand your financial reach to the next level.
Learn powerful yet easy-to-apply marketing strategies that attract new clients and strengthen your brand visibility.
Explore proven methods to consistently find, retain, and manage clients without added stress or complexity.
Gain step-by-step insights on launching, building, and scaling a thriving tax business from any starting point.
Understand how AI can transform tax operations, boost efficiency, and create stronger client relationships.
See how AI tools can revolutionize your marketing efforts, amplify outreach, and improve lead conversions.
Master actionable techniques to capture, nurture, and convert high-quality leads for consistent growth.
Connect with experts, leaders, and peers to exchange strategies, share insights, and fuel collaboration.
Leave inspired with practical tools, strategies, and a growth-focused mindset to elevate your business.
Participate in engaging discussions and workshops designed to be practical, enjoyable, and impactful.
During the No One Gets Left Behind Tax Bootcamp, you’ll be guided by three industry leaders who
bring decades of expertise, proven strategies, and mentorship designed to help you achieve lasting success.

Leading the 2025 Level Up Tax Bootcamp are Farah and Tee, two highly respected voices in the tax and financial industry. With a proven track record of helping firms grow, scale, and sustain profitability, they bring not only technical expertise but also real-world strategies that work in today’s competitive market.
Farah and Tee are more than instructors they are strategic mentors and visionaries who have guided countless professionals to create sustainable business models, embrace automation, and position themselves for six- and seven-figure success.
Together, they are committed to equipping you with the tools, strategies, and confidence to elevate your tax practice, maximize growth opportunities, and thrive in 2025 and beyond.

Multi-brand entrepreneur and AI strategist who has built and scaled businesses since 2016 in logistics, digital products, and care services — all while raising four kids. She teaches business owners how to leverage AI to save time, cut costs, and unlock new income streams without burnout.

Princess Dior is a visionary entrepreneur, investor, and mentor who empowers families to build generational wealth while guiding everyday people to become thriving business owners. She has helped over 1,000 individuals repair their credit, join the 700+ credit club, and secure more than $20 million in business funding, enabling them to invest in asset-driven businesses and grow lasting financial success.

Business mentor and entrepreneur helping entrepreneurs secure over $100K in funding and scale their businesses to 6–7 figures. With 80+ mentees who have reached six- and seven-figure success online, Darius is passionate about showing others how to access capital and turn ideas into profitable ventures.

Billionaire Brooklynn is a digital marketing and AI strategist, entrepreneur, and seven-figure business coach helping creators and business owners build profitable, automated brands online. As the founder of top-performing digital communities, she empowers entrepreneurs to simplify growth through smart systems, strong offers, and strategic support.

Senior Client Relationship Manager at Santa Barbara Tax Products Group since 2009, with over 25 years in the tax services industry. Ralph partners with financial institutions and tax professionals nationwide to optimize financial solutions and deliver seamless client experiences.

Revenue growth strategist, best-selling author, and Inc. 5000 CEO who has built and scaled multiple businesses while helping entrepreneurs generate over $1 billion in client success. He teaches experts how to create simple, scalable systems that boost profitability, attract high-quality leads, and grow sustainable businesses without burnout.

Brandon “Shot Me” is a CEO, mentor, and creative strategist who helps entrepreneurs turn their content into revenue-generating assets with speed, precision, and purpose. He leads Shooters Agency, a top content agency, and founded Shooters Network, a coaching program empowering creators to scale their careers and build profitable businesses.

Celebrity tax strategist, award-winning author, and business coach who has helped entrepreneurs and professionals maximize profits and scale their businesses. As founder of Elite Firm Pros, he teaches how to leverage tax planning, outsourced CFO services, and financial consulting to increase profitability, streamline operations, and grow sustainable businesses without burnout.

CEO of Capital Wealth Management, a private equity firm helping business owners and high-net-worth individuals manage and grow their wealth. With over eight years of experience in financial planning, tax strategy, and business management, he guides clients in building profitable, sustainable portfolios and navigating complex financial decisions with confidence.
…so you can attract quality clients, increase profitability, and scale with confidence.
When you apply proven systems and strategies, growth becomes the natural outcome.
Seats are limited join today and take the first step toward transforming your tax practice.
Exclusive Bonus: Waitlist members receive free access to our Business Growth Toolkit for Tax Pros
a resource designed to help you start implementing strategies right away.
Exclusive Bonus: Waitlist members receive free access to our Business Growth Toolkit for Tax Pros a resource designed to help you start implementing strategies right away.
This isn’t another theory-filled event it’s a hands-on, transformative experience designed to help you
implement proven strategies, master 21st-century tax business skills, and scale your practice with confidence.
You’ll walk away with the tools, insights, and systems needed to attract clients,
streamline operations, and unlock new revenue opportunities.
Access to full 3-day bootcamp sessions
Training on tax strategy and automation
Entry to private Tax Knowledge communityAll in General
Replay recordings of all sessions
VIP networking + speaker Q&A access
VIP-only Swag Bag + event materials
Priority seating and premium experience
Access to full 3-day bootcamp sessions
Training on tax strategy and automation
Entry to private Tax Knowledge community
Replay recordings of all live sessions
VIP networking and private Q&A access
Exclusive Swag Bag and printed materials
Priority seating with premium experience
Please check your spam and promotional folders. You can also search for the word "Welcome" – the email will come from Contactus@taxdragonpros.com. If you still can’t locate the welcome email, no worries! Just email us at Contactus@taxdragonpros.com.
Yes! Participants are encouraged to share their experiences, insights, and progress on social media using the Facebook group and Instagram. This helps create a supportive community of individuals on a similar journey.
No specific materials are required, but we recommend having a pen and pad ready to take notes during the daily coaching sessions so that you don’t miss a thing! A laptop will also be beneficial to navigate through the software.
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