You Already Know
How to Prepare Returns.
Now Build the Firm
That Runs Without You.
For the tax preparer ready to stop doing every return herself. Tax Time University installs the team, systems, automations and marketing your firm has been missing — taught by a real firm operator, not another coach who has never built what she teaches.
Earnings
Served
Work Year
of Experience
"Every module I teach came out of the firm I actually operate. Nothing in this program was invented for a course."— Cortney Rose, Founder
Working 4 Months
Inside A Real Firm
Design
The Same Firm
Three Paths Into the
Tax Time Ecosystem
Whether you're just deciding, actively building, or ready to systematize what you've already built — there is a lane for you.
Taxpayer University is for the individual who wants to understand their taxes at a professional level — stop overpaying, claim every deduction they are owed, and take full control of their financial picture year-round.
- Discover the deductions you have been missing every year
- Expert guidance — not just during tax season, but all year long
- Self-employed, freelance, and side hustle tax strategies
- Monthly live Q&A sessions with our lead instructor
- Private community of members doing the same work
Not ready for the full Firm Accelerator yet? Book a single monthly 1:1 coaching call with Cortney to work through what you are building, what to fix first, and whether TTU is the right next step.
- One 1:1 coaching call per month with Cortney
- Bring your current setup — get a real audit
- Clear next-step roadmap after every call
- Cancel or upgrade to Firm Accelerator anytime
You already know how to prepare returns. You do not know how to run a firm. This is the systems, marketing, team-building and tax-resolution offer program you needed years ago — built from a real, operating tax firm.
- Team building, delegation and SOPs — stop being the bottleneck
- Client workflow automation — fewer manual touchpoints per return
- Online marketing engine — organic content + paid frameworks
- Tax resolution offer playbook — the highest-margin lane most firms miss
- Pricing frameworks that reflect the value you actually deliver
- Firm calendar — the 16-week season plus the 8-month rhythm
- Certificate of Completion from Tax Time University
You Do The Season.
The Firm Does The Rest.
Right now you concentrate revenue into four months — but the other eight are chaos. TTU gives you the calendar, systems and SOPs that make the season repeatable AND the off-season purposeful. This is what the 4-month model actually looks like inside a real operating firm.
A Real Operator.
Not Another Coach.
Too many preparers have been overcharged for training from mentors who never actually built the firm they claim to teach. Cortney has operated the same tax firm for 15 years, serving 600+ clients per season. Every module in TTU is drawn from that firm — nothing is theoretical, nothing was invented for a course.
The Firm Systems
You Don’t Have Yet.
Every gap below is a reason preparers stay stuck at the same revenue year after year. TTU installs the missing pieces — the same ones already running inside Cortney’s firm.
A Real Team
Recruiting, training and delegation SOPs. Stop preparing every return yourself — build the roles that let the firm scale past you.
Client Workflow Automation
Intake, onboarding, doc collection, e-signing, delivery. The manual work is what is burning your season.
Online Marketing System
Organic content, paid frameworks, referrals and retention loops. Stop hoping clients rebook and start engineering it.
Tax Resolution Offer
Most preparers never build a resolution service — it is the highest-margin lane in the industry, and Cortney gives you the playbook.
Pricing You Are Actually Owed
Preparers chronically undercharge. TTU teaches the pricing frameworks that reflect the real value you deliver.
The 4-Month Calendar
The exact 16-week season plan plus the off-season rhythm that keeps the firm compounding without you working year-round.
Invest In The
Firm You Want To Run.
Three tiers. Pick the one that matches where you are today — from personal returns, to your first coaching call, to the full firm build.
- Expert tax optimization for personal returns
- Identify every deduction you have been missing
- Year-round access — not just tax season
- Self-employed and side hustle tax strategies
- Monthly live Q&A with our lead instructor
- Private member community
- All 7 curriculum modules plus the bonus 4-Month module
- Business registration and LLC formation walkthrough
- Full PTIN, EFIN and compliance licensing guide
- Client acquisition and pricing masterclass
- Professional tax software training with live demo
- Complete systems, SOP templates and scaling playbook
- The 4-Month Income Strategy — full blueprint
- Official Certificate of Completion
- Lifetime access including all future updates
Built From
15 Years of Real
Business Results.
Cortney has spent 15 years operating the same tax firm — 600+ clients per season, running on a 4-month calendar. That firm is where every module of TTU was born.
She built TTU because she watched too many preparers get overcharged for training from mentors who never built what they taught. Every lesson here is currently in use inside a firm that is running right now.
Stop Being
The Bottleneck.
Your firm does not need another 60-hour week from you.
It needs the systems you never got around to building.