1:1 Tax Coaching with

Nadia Rodriguez, CPA, CTC

This is premium, personalized coaching for tax professionals who are ready to transform their business, enhance their services, and step into the role of trusted advisor with confidence.

1:1 Coaching & Mentorship
For Tax Professionals Ready to Lead, Grow, and Serve with Confidence

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    Monthly

    Every month, you’ll receive high-level, hands-on support designed to help you grow and lead your tax practice with confidence:

    Weekly 1:1 coaching sessions focused on your business goals

    Personalized strategy and advisory support tailored to your growth

    Client scenario reviews and real-time guidance

    Clear action plans, checklists, and tools you can use right away

    Private messaging access for quick support between sessions

    Built-in accountability and regular progress check-ins

    Access to exclusive templates, workflows, and implementation resources

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    Quarterly

    What’s Included in the Quarterly Plan

    Designed for tax professionals who want consistent, high-impact support every quarter:

    12 weekly 1:1 coaching sessions with Nadia CPA

    Quarterly strategic planning and full business performance review

    Personalized guidance for tax advisory, pricing, and firm growth

    Goal setting and progress tracking to stay on target

    Real-time support with client scenarios and advisory delivery

    Private messaging access for between-session support

    Access to advanced templates, tools, and workflows

    Priority scheduling and deeper accountability check-ins

    Private Slack channel for faster communication and support

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    Small Group

    This program is built for tax firm owners who are ready to strengthen their tax knowledge, elevate their services, and grow with the support of a focused peer community. Each group is intentionally kept small (5 to 8 members) so every voice is heard and every challenge gets attention.

    What’s Included:

    Weekly 90-minute group coaching calls led by Nadia CPA

    Hot seat sessions and live Q&A for personalized support

    Private group chat for accountability, wins, and resource sharing

    Step-by-step training on pricing, tax advisory, and firm growth

    Peer feedback and connection with like-minded professionals

    Access to proven tools, templates, and implementation workflows

    Private Slack channel for quick, real-time support

    Special discounted rate on all Premier training courses

IM READY TO APPLY FOR COACHING

Not Sure Which Coaching Path Is Right for You? Let’s Chat

Not Sure Which Coaching Path Is Right for You? Let’s Chat

We know choosing a business coaching program is a big step, and it should feel right. If you're wondering whether 1:1 Coaching or Small Group Coaching is the better fit for where you are in your business journey, we're here to help.

Book a free clarity call with someone from our team. We’ll talk through your goals, answer your questions, and help you figure out which option makes the most sense for your growth.

This isn’t a sales pitch. It’s a real conversation to help you feel confident in your next step.

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Schedule Your Free Call

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