Join the Inner Circle
Elite mentorship, strategic guidance, and expert support for tax professionals committed to mastering their craft.
A Premium Mentorship Program for Serious Tax Professionals
The Inner Circle is the highest-level program within Next Level Insights — designed for CPAs, EAs, and experienced tax professionals who want direct access to expert-level support. In weekly small-group sessions, Tom provides the guidance, clarity, and strategy you need to tackle complex issues, strengthen your practice, and elevate the value you deliver to your clients.
Weekly Small-Group Sessions with Tom
Ongoing access to expert insight and professional strategy.
WHAT YOU GET INSIDE THE INNER CIRCLE
✓ Technical Tax Law Support
Bring your real client cases and get your toughest questions answered — including citations when needed to support your decisions confidently.
✓ IRS Problem-Solving Strategies
Work through challenging IRS issues with Tom and your cohort, gaining practical approaches you can immediately apply.
✓ Advanced Tax Reduction Planning
Learn how to incorporate sophisticated tax-saving strategies that demonstrate your expertise and increase your value to clients.
✓ Practice Management & Growth
Discover systems and approaches that help you earn more while working less — from pricing to workflow to client selection.
✓ A Trusted Professional Community
You’re no longer working alone. You’ll have a small, consistent circle of peers you meet with weekly for collaboration, insight, and support.
What Inner Circle Participants Are Saying
The Inner Circle Is Perfect for You If:
Tax Education
You are committed to ongoing professional development and staying ahead of tax law changes.
Tax Field Experience
You already work full-time in the federal income tax field.
Credentials
You are currently an EA or CPA or you have at least 5 years of full-time experience in tax preparation or advisory work.
What People Are Saying
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“In addition to invaluable tax advice, the real-life practice management guidance is priceless.”
— Edie Darr
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“My income has increased materially over the past few years. The Inner Circle has helped me focus my practice on the work I enjoy and do best—and confidently decline engagements that aren’t the right fit.”
— Madelyne Cromwell, EA, MST
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“The Inner Circle has been a great support—not only with tax research, but with valuing my services. Being part of this group has made me a better tax professional.”
— Olga Baraz
Ready to Elevate Your Expertise?
Admission to the Inner Circle is limited. Join the waitlist to be considered for the next cohort.
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