1:1 Tax Coaching with

Nadia Rodriguez, CPA, CTC

These are premium, private mentorship for tax professionals who are serious about transforming their business, elevating their services, and stepping confidently into advisory leadership.

As a seasoned CPA and Certified Tax Coach, I work closely with a limited number of clients to provide strategic, results-driven guidance that is personalized to your goals.

How the Program Works

  • Targeted

    This coaching program is targeted to ambitious, service-driven tax professionals who are ready to elevate both their income and impact. If you’re tired of spinning your wheels and ready to make strategic, lasting changes in your business, this is for you.

    You’re the right fit if:

    - You are a tax preparer.

    - You have specific questions in areas where you have little to no experience, and you’re ready to elevate your tax knowledge, skills, and confidence.

    - You want to shift from tax preparation to advisory-based services but aren’t sure how.

    - You’re undercharging or struggling to confidently price your value.

    - You’re managing client work well but feel overwhelmed behind the scenes.

  • Personalized

    This is a personalized coaching experience built for tax professionals who want more clarity, confidence, and strategy in their business. Every session is tailored to your unique needs, challenges, and goals.

    - One-on-one coaching calls via Zoom or phone

    - Customized action plans between sessions

    - Insights to proven tools, templates, and business workflows

    - Weekly or bi- check-ins for accountability

    - Private messaging access for support in between sessions

    This is not a one-size-fits-all program. It’s a strategic partnership designed to help you grow your tax firm with intention and results.

  • Real Progress You Can Measure

    This coaching is focused on more than ideas. It’s about creating real, measurable change in your tax business. Every strategy we work on is designed to move you forward with purpose, profitability, and confidence.

    Whether it's raising your fees, refining your offers, onboarding better clients, or implementing advisory services, you’ll walk away with tools you can apply immediately and progress you can feel.

    You can expect to:

    Increase your revenue with more aligned and higher-value clients

    Gain control over your workflow, time, and client communication

    Step fully into your role as a confident leader and advisor

    Build a tax firm that reflects your vision and values

1:1 Coaching & Mentorship

Coaching for Tax Professionals Ready to Grow with Confidence and Clarity

  • Person writing on paper with a blue pen, sitting at a wooden table with a mug and notebook nearby.

    Monthly

    What’s Included Each Month

    Weekly 1:1 coaching sessions tailored to your business goals

    Personalized strategy and advisory guidance

    Client scenario reviews and real-time coaching

    Action plans, checklists, and tools for immediate implementation

    Private messaging access for support between sessions

    Ongoing accountability and progress reviews

    Access to exclusive templates, workflows, and implementation resources

  • Person wearing a brown sweater working on a silver laptop at a wooden desk, with a black bracelet on their wrist.

    Quarterly

    What’s Included in the Quarterly Plan – Every 3 Months

    12 weekly 1:1 coaching sessions with Nadia CPA

    Full strategic planning and in-depth business review each quarter

    Personalized tax advisory and firm growth guidance

    Detailed goal setting and tracking for measurable progress

    Real-time coaching on client scenarios and advisory delivery

    Private messaging access for ongoing support between sessions

    Advanced tools, templates, and workflows for implementation

    Priority scheduling and deeper accountability touchpoints

    Private Slack channel to faster response in between sessions

  • Modern rectangular building with wood and metal exterior, large glass window, situated on grassy terrain with mountains in the background.

    Small Group

    This program is ideal for firms who are ready to grow their tax knowledge with clarity. Groups are intentionally small (5 to 8 members) to ensure everyone gets attention, feedback, and time to share & Learn.

    What’s Included:

    Weekly 90-minute group coaching calls led by Nadia

    Hot seat sessions and Q&A to dive into your unique challenges

    Group chat for accountability and shared resources

    Guided training on pricing, tax advisory, and business growth

    Peer feedback and networking with like-minded professionals

    Access to tools, templates, and workflows

    Private access to slack channel for real time assistance

    Discounted rate for Premier courses

IM READY TO APPLY FOR COACHING

Not Sure If It’s The Right Fit?

We get it. Committing to coaching is a big decision. If you're not sure whether the 1:1 or Small Group Coaching Program is right for your stage of business, let’s talk it through.

You can schedule a call with a member of our team to walk through your goals, answer your questions, and help you explore which option would support you best.

This is not a sales pitch. It is a conversation designed to help you make the best choice for your business growth and your peace of mind.

A woman with long dark hair wearing a white shirt, smiling and touching her neck, against a black background.

Simply click the button below, fill out a brief form, and a member of our team will reach out shortly to schedule a time to talk. We’ll walk through your goals and help you explore which coaching option best fits your needs so you can move forward confidently in your tax journey.

FAQs

  • This 1:1 coaching offers unlimited personalization. Each session is tailored to your exact business needs with flexible scheduling and private messaging support. It provides deeper accountability and direct access to Nadia’s CPA and tax coaching expertise.

  • You can choose from two plans: Monthly Coaching with four sessions and ongoing access, or Quarterly Coaching with 12 sessions, enhanced goal tracking, and in-depth strategy reviews.

  • All coaching sessions are held via Zoom or phone. You’ll receive clear summaries after each call, and we stay connected by messaging between sessions to keep you on track.

  • You’ll spend 60 minutes with Nadia to explore your tax training goals and challenges. It is a judgment-free and pressure-free conversation designed to help you decide if personalized coaching is the right next step.

  • Once accepted, you’ll receive access to our shared calendar. Monthly clients can book four calls at their convenience. Quarterly clients receive priority access along with additional planning sessions.

  • We understand life happens. You can reschedule up to 24 hours in advance at no extra cost. Sessions canceled with less than 24 hours notice may be subject to a fee. However, no shows to meetings will automatically use the time for the call and do not roll over for next month.

  • You’ll have you’ll have private and direct messaging (Slack) to Nadia for questions, feedback, and quick guidance. No need to wait for the next call to get clarity.

  • Yes. Sessions can be recorded with your permission and shared within 48 hours so you can revisit the training and action steps at your own pace.

    • Monthly Plan: $2,500 per month, ideal for professionals seeking focused and ongoing support

    • Quarterly Plan: $7,000 every three months (saving $500), for deeper strategy and momentum