BUSINESS GAP ASSESSMENT
Your questionnaire gives LaQuitta the starting point: where you are, what you're trying to build, what's working, and where the business keeps getting stuck.
THE RESULT → WE STOP GUESSING WHAT YOU NEED.
FOR TAX PROFESSIONALS WHO KNOW WHAT THEY WANT — BUT NEED THE STRATEGY TO GET THERE
PERSONALIZED
MENTORSHIP.
PERSONALIZED
MENTORSHIP.
BUILT AROUND
YOUR BUSINESS.
NOT A
TEMPLATE.
Work directly with LaQuitta Smith to identify the gaps slowing down your tax business and build a strategy around what you actually need — from marketing and client growth to structure, systems, branding, and the way you show up in business.
20 YEARS OF TAX INDUSTRY EXPERIENCE
✦
REAL OFFICE EXPERIENCE
✦
PERSONALIZED STRATEGY
WORK DIRECTLY WITH
LAQUITTA SMITH
WHAT YOU'RE ACTUALLY GETTING
THIS ISN'T
“PICK MY BRAIN.”
THIS ISN'T
“PICK MY BRAIN.”
THIS IS
STRATEGY WITH A TARGET.
We start with your business as it exists right now. Then we identify what's missing, what's weak, what's being overcomplicated, and what needs to happen next.
DIRECT STRATEGY SESSIONS
Your sessions are built around the current priorities inside your business — not somebody else's module calendar.
THE RESULT → STRATEGY THAT CAN ACTUALLY BE APPLIED.MARKETING + CLIENT GROWTH
Work through your positioning, client attraction, visibility, messaging, and how attention turns into actual tax-season production.
THE RESULT → MARKETING WITH MORE INTENTION.SYSTEMS + OFFICE STRUCTURE
Identify where the business needs stronger workflows, delegation, client processes, internal systems, and team structure.
THE RESULT → LESS CHAOS. MORE DUPLICATION.BRANDING + POSITIONING
Get clear on how your business should look, sound, communicate, and differentiate so the brand matches the level you're reaching for.
THE RESULT → STOP LOOKING LIKE EVERYBODY ELSE.FULL-YEAR CONTENT DAY
Full-Year mentorship includes a private one-on-one photoshoot and content day so your strategy is paired with branded content you can actually use.
THE RESULT → LEAVE WITH STRATEGY + ASSETS.
IMPORTANT
This is not a course. There is no generic prerecorded curriculum you're expected to squeeze your business into. The mentorship is built around what your business actually needs next.
REAL FIT CHECK
THIS ISN'T FOR
EVERY TAX PRO.
THIS ISN'T FOR
EVERY TAX PRO.
THAT'S
THE POINT.
✓
You already understand the tax industry and want to build beyond simply preparing returns.
✓
You have a business or a clear vision but need help executing the next level.
✓
You know something is missing in your marketing, systems, branding, structure, or client growth.
✓
You want strategy from someone who has actually built and operated inside the tax industry.
×
You're looking for a large group coaching program where everyone follows the same curriculum.
×
You want another library of prerecorded videos instead of direct strategy.
×
You haven't started in tax yet and mainly need software, tax training, and a foundation first.
×
You want somebody else to do the execution while you stay exactly where you are.
If you're at the beginning and need the tools first, Pretty Quick Tax Software is probably your better starting point.
EXPLORE SOFTWARE →
CHOOSE HOW DEEP WE GO
DO YOU NEED A
FOCUSED SPRINT?
DO YOU NEED A
FOCUSED SPRINT?
OR A YEAR TO
BUILD IT RIGHT?
Same personalized strategy. Different amount of runway.
4-MONTH MENTORSHIP
$1,500
Best for the tax pro who can already name the gap and wants focused strategy to close it.
✓Personalized business assessment
✓Direct strategy around your current priorities
✓Marketing + client-growth strategy
✓Systems + business-structure strategy
✓Branding + positioning guidance
✓Four months of focused strategy work
BEST FOR:
“I know what I need to fix. I need help fixing it right.”
ENROLL IN 4-MONTH
→
FULL-YEAR MENTORSHIP
$4,999
Best for the tax pro who wants time to rebuild, refine, execute, adjust, and grow across the entire business.
✓Everything in the 4-Month Mentorship
✓12 months of personalized business strategy
✓More runway to implement and refine
✓Strategy across multiple seasons of growth
✓Private one-on-one photoshoot
✓Personal content day
FULL-YEAR EXCLUSIVE
1-ON-1 PHOTOSHOOT + CONTENT DAY
Strategy tells you how to show up. The content day gives you branded assets to actually do it.
BEST FOR:
“I'm not patching one problem. I'm building the business differently.”
ENROLL FOR THE FULL YEAR
→
NOT SURE WHICH ONE FITS?
LET YOUR BUSINESS TELL US.
START THE QUESTIONNAIRE
→
Complete the mentorship questionnaire first. Tell us where the business is now, where you're trying to go, and what's getting in the way. We'll use that information to help point you toward the better path.
THE NEXT MOVE STARTS WITH KNOWING WHAT'S ACTUALLY MISSING
THE GAP BETWEEN
WHERE YOU ARE
THE GAP BETWEEN
WHERE YOU ARE
AND
WHERE YOU'RE GOING
HAS A NAME.
Let's figure out what it is — then build the strategy to close it.
NOT READY TO CHOOSE? START WITH THE QUESTIONNAIRE →FOLLOW US
COMPANY
CUSTOMER CARE
LEGAL
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