The Wells Method™
Free Live Training · Tax & Compliance Professionals

Your practice doesn't need more hours. It needs a system.

A live training for preparers and EROs ready to grow without adding a single hour to the week.

August 10, 2026 · 7:00 PM EST · Live on Zoom

Register in 15 seconds

Save your seat — instant confirmation.

August 10, 2026 · 7:00 PM EST · Live on Zoom

What you'll leave with
  • ✓A reusable AI prompt framework for tax and compliance workflows
  • ✓A Service Bureau model for creating recurring revenue
  • ✓A documented system for scaling without adding more hours
LWG
Led by

Dr. Lucy Wells-Johnson, DHA, PMP — Founder of LWG Tax Services and creator of The Wells Method™. She brings 25+ years of compliance, operations, leadership, and tax-practice systems experience, with training in AI strategy through MIT Executive Education.

Sound familiar?

You're not capped by demand. You're capped by hours.

01 / GROWTH

Every new client means every new hour — revenue only grows when your calendar does.

02 / RECORDS

Reconstructing incomplete records for the "shoebox client" quietly eats your margin and your evenings.

03 / AI RISK

AI tools feel powerful but risky — one bad output near a filing, and it's your license on the line.

04 / REVENUE

Software vendors keep the recurring revenue that should be running through your own practice.

August 10, 2026 · 7:00 PM EST · Live on Zoom

On this training

Three things you'll walk away able to do — starting this week.

LINE 1

Build a working AI prompt library for your practice

Client communication, SOPs, audit-readiness memos, and Schedule C reconstruction — with a quality-control checklist so AI never makes the compliance call.

LINE 2

Structure a Service Bureau revenue stream

How to sell software subscriptions through your own practice instead of watching that recurring revenue go to someone else.

LINE 3

See what a documented system looks like

Intake, onboarding, and delivery workflows that keep running whether or not you're the one holding it together that day.

LWG
Your instructor

Dr. Lucy Wells-Johnson, DHA, PMP

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.

Doctor of Health AdministrationProject Management ProfessionalMIT Executive Education — AI StrategyLeader with 20+ years of Corporate Compliance experience
Is this you?

Who this training is for — and who it isn't.

This is for you if:

  • ✓You're an active preparer, ERO, or practice owner
  • ✓You want a system, not another download you won't open
  • ✓You're ready to add a second revenue stream, not just work faster

This isn't for you if:

  • –You want AI to make compliance decisions for you
  • –You're looking for a passive, no-effort product
  • –You're not currently working with tax or compliance clients
Testimonials

What Tax Professionals Are Saying

“
This training helped me see how AI can support my tax practice without replacing professional judgment.
Jamilia Wells
Tax Professional
“
The systems approach made scaling feel practical instead of overwhelming.
Dee Lambert
ERO
“
Dr. Lucy explains compliance, AI, and business growth in a way tax professionals can actually use.
Christian Williams
Independent Preparer
Before you register

Questions people ask.

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.

Reserve your seat

Save your seat for the live training.

August 10, 2026 · 7:00 PM EST · Live on Zoom

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.

⏳ Registration closes when the room fills
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August 10, 2026 · 7:00 PM EST · Live on Zoom

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Are you ready to get started now?

Schedule a call with Dr. Lucy.

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