How AI Prompt Engineering & the Service Bureau Model Can Scale Your Tax Practice — a live training for preparers and EROs ready to grow without adding a single hour to the week.
Presented by Dr. Lucellie Wells-Johnson, DHA, PMP — Founder, The Wells Method™
Every new client means every new hour — revenue only grows when your calendar does.
Reconstructing incomplete records for the "shoebox client" quietly eats your margin and your evenings.
AI tools feel powerful but risky — one bad output near a filing, and it's your license on the line.
Software vendors keep the recurring revenue that should be running through your own practice.
Client communication, SOPs, audit-readiness memos, and Schedule C reconstruction — with a quality-control checklist so AI never makes the compliance call.
How to sell software subscriptions through your own practice instead of watching that recurring revenue go to someone else.
Intake, onboarding, and delivery workflows that keep running whether or not you're the one holding it together that day.
25+ years turning compliance complexity into systems that scale. Founder of LWG Tax Services and creator of The Wells Method™ Schedule C Reconstruction Toolkit — built and tested in her own practice, not theory borrowed from tech.
Yes — the live training is free. Near the end, I'll share how to go further with The Wells Method™ Accelerator for anyone who wants hands-on help implementing, but there's no obligation to buy anything to attend.
Seats are limited to keep the live Q&A useful. Register and we'll send your confirmation, calendar invite, and reminders straight to your inbox.