LIVE IN-PERSON
Tax Advisory Bootcamp
Learn how to implement profitable tax advisory services in your firm without the complexity.
San Francisco, California | August 14-15
Why attend?
Get access to the most comprehensive tax advisory training in 2 days.
This event includes every resource your firm will need to scale a profitable tax advisory firm.
Get every template, process, and system you need to start generating $5-$20k+ tax advisory engagements.
Learn how to diagnose, estimate, implement, and file 150+ tax strategies for clients.
Grow firm revenue, profitability
Learn the cheat codes from the top tax advisors in the US to grow a profitable tax advisory firm quickly.
Build a TAS team to deliver
Scale tax advisory services beyond your capacity with complete hiring playbooks, delivery training materials, and management systems.
This intimate workshop is capped at 30 tax professionals. Once it's full, we won't open registration again until 2026.
Claim your spot before it's gone!
Every step to deliver Tax Advisory
Stop overcomplicating advisory services. Follow our proven tax advisory system that Instead Pro partners' use.
Get clients
Discovery
Systematically identify tax planning opportunities during your initial client conversations and return reviews.
Strategy session
Present tax savings opportunities with confidence using our proven presentation framework.
Deliver value
Tax Plan
Choose from 10-15 proven tax strategies that deliver consistent results for your client base.
Implementation
Execute tax strategies using an AI-powered implementation process.
Estimates
Deliver ongoing tax advisory services that keep clients engaged year-round.
Filing
Align filings with key tax positions implemented throughout the year.
What tax strategies will your firm offer?
Determine the 10-15 strategies your firm will master
Select the core strategies that drive real client savings and firm revenue for your ideal client.
Map out a plan for every client to pay $0 in taxes
Legally reduce any client's tax burden to zero and create a systematic approach to tax elimination for your clients.
Workhorse strategies
Core strategies that apply to almost every business and individual client
Event-driven
Strategies for business acquisitions, life changes, and major events.
W2 Strategies
Tailored tax strategies to find savings for clients without a business entity.
Tailored tax strategies to find savings for clients without a business entity.
Advanced planning
Estate planning, investments, and sophisticated tax structures.
Industry-specific
Specialized strategies for real estate, healthcare, and other sectors.
3rd Party Partners
Strategic partnerships for services your firm can't deliver alone.
Revenue grew from $60K to $4.6M
"Before attending this bootcamp, I was stuck doing $200 tax returns. Now I'm generating $8K-$20K advisory engagements using the exact templates and processes I learned. The implementation systems alone are worth 10x what I paid."
- James Rainwater, CPA
Discovery call templates
Value $3,750
Systematically identify $10-$50k+ in tax savings during your first client conversation.
Get the exact questions and frameworks to uncover hidden opportunities.
REGISTER FOR TAX ADVISORY BOOTCAMP TO ACCESS
Education-based
sales deck
Value $6,500
Professional presentation that educates prospects on tax planning benefits and closes $5K-$15K engagements. Includes ROI calculations and case studies.
REGISTER FOR TAX ADVISORY BOOTCAMP TO ACCESS
Client kickoff system
Value: $4,500
Complete templates to start engagements professionally, set clear expectations, and efficiently collect all necessary client information.
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Professional tax
plan deliverables
Value: $5,000
Polished, client-ready tax plans that explain benefits, show calculations, and include IRS references. Makes you look like the expert you are.
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150+ implementation templates
Value: $7,500
Step-by-step templates for implementing the most profitable tax strategies. Audit-proof documentation and processes for every strategy.
REGISTER FOR TAX ADVISORY BOOTCAMP TO ACCESS
Year-round client management process
Value: $5,500
Systems for managing quarterly estimates and filing processes that ensure clients claim every strategy from their tax plan.
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Hiring advisory
A-players
Value: $4,500
Systems for hiring the ideal tax advisory employees from tax managers, tax seniors, tax staff, and other key staff.
REGISTER FOR TAX ADVISORY BOOTCAMP TO ACCESS
Value: $3,750
Step-by-step process for executing marketing funnels that generate tax advisory appointments across LinkedIn, newsletters, Facebook, Google, and more.
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Hosted by
Andrew Argue
Chief Executive Officer | Instead
Tax Advisory Bootcamp 2-day itinerary
DATE
Thursday, August 14 through Friday, August 15
TIME
Thursday | 9:00 am - 5:00 pm PT
Friday | 9:00 am - 5:00 pm PT
Social Hour
Thursday: 5:00pm PT - 6:00pm PT
LOCATION
Instead Headquarters
515 Folsom Street
San Francisco, California
AIRPORTS
San Francisco International Airport (SFO)
Get your tickets now
Everything you need for one low price
| Item | Price |
|---|---|
| $497 |
| Item | amount |
|---|---|
| Dynamically Updated | $XX.00 |
Being the cardholder or Corporate Officer, by clicking purchase ticket, I understand and agree to pay, and specifically authorize Instead LLC or its billing platform to charge my credit card for the services provided. I further agree that in the event my credit card becomes invalid, I will provide Instead LLC with a new valid credit card immediately, and will maintain appropriate credit limits on the credit card account to cover the payment schedule to avoid interruption of service. This agreement is accepted and forms an agreement between myself (client) and Instead LLC. Each party agrees not to disclose information provided by the other party except as specifically granted in writing. Once payment has been made, the agreement has begun and there are no full or partial refunds. I acknowledge that the fees paid are non-refundable, and agree that I will not institute chargeback proceedings for any charges made pursuant to this Agreement.
Tax Advisory Bootcamp ticket + complete template library
$497
Complete 2-day training + all templates individual value
$32,000+
Discovery Call Templates
Value | $3,750
Education-Based Sales Deck
Value | $6,500
Client Kickoff System
Value | $4,500
Professional Tax Plan Templates
Value | $5,000
150+ Implementation Templates
Value | $7,500
Year-Round Management System
Value | $5,500
Hiring Advisory A-Players System
Value | $4,500
Tax Advisory Marketing Playbook
Value | $4,500
2-Day Live Training & Networking
Value | $2,500
Lifetime Access to Templates
Value | $10,750
$497
$32,000+
FAQ's
What are the dates for the 2-day Tax Advisory Bootcamp?
The event will be held on Thursday, August 14 through Friday, August 15 from 9:00am - 8:00pm PT with a happy hour at the end of day 1.
Where will the event be held?
The event will be held in the Instead Headquarters, 515 Folsom St San Francisco, CA 94105
I'm trying to book my travel. What times do I need to know about?
For booking your travel, please note the event schedule. The event will be held on Thursday, August 14, from 9:00 AM to 8:00 PM PT, with a social hour at the end of the day. It will continue on Friday, August 15, from 9:00 AM to 5:00 PM PT. Please be aware that the last day’s events may run slightly over time, ending around 5:00 or 6:00 PM local time.
Can I bring my spouse to this event?
Because of our very limited seating, every person must purchase a ticket to get into the event.
Can I get a refund if I can't attend?
We do not offer refunds if you decide to attend this event. However, if you are unable to make the event, we are able to transfer your ticket to a future event or another Instead product of similar value.
Any other questions?
If you have any other questions, feel free to reach out to support@instead.com.
