• Where Preparers Become Industry Leaders

    Access on-demand, and live training from top ERO professionals who have mastered the business

     

    Gain the strategies, systems, and support you need to grow with confidence, and create lasting success.

    Whether you are new to tax pro or ready to scale your business to the next level, RM is designed to help you grow with purpose and precision.


    About RM Tools For Success

    RM tools for Success is a professional development academy built to help pros scale with strategy, structure, and support.

    Our mentees and members have generated more than 2,500 tax returns and estimate of $1M in gross commission income, proving that our systems and strategies create real results.

     

    The RM Tools to Success is the only business planning experience designed specifically for tax professionals entrepreneurs who want to step into their winning year with:

     

    Kendra Sade is a force in the tax industry. Known for her bold brand and ability to scale businesses, she has trained tax pros across the country to transform from “working hard” to working in power. As the Qualifying Mentor & Owner of Regency Millions Tax Services and the Founder of RM Tools for Success, Kendra has built a brand recognized nationally and globally. She blends mindset, marketing, and management into a system that creates results whether you’re a new pro or a seasoned professional ready to level up. Now, she’s pulling back the curtain and showing you the exact strategies that built her success.

     The question is:

    Are you ready to be coached, or do you just want to keep talking about it?”

    Once you complete this form, you will get a interview call. During this interview, we will tell you more about our company. We look forward to speaking with you!

    THIS IS NOT THE CONTRACT! After the phone interview, if you and we decide to proceed with signing an agreement with the company, you will be sent an contract link via email to complete.

     

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  • How did you hear about us?*
  • Do you have a PTIN (Preparer Tax Identification Number)?*
  • Are you aware that there is a $19.95 feepayable through the IRS website, irs.gov, for obtaining a PTIN if you do not already possess one?*
  • What’s your Data Entry Level?
  • Are you motivated for this fast-paced job?
  • How successful do you want to be?
  • Date*
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  • My Products

    prevnext( X )
      GROWTH PACKAGE . Who said PTIN holds can’t get 100% of their money? Tax Pro Success (Growth Package) is designed for you all with a hustle who are tired of being on a Split! Experience & clientele is required! NO EFIN is needed for this package. You’ll gain access to basic training materials, enhanced support, and additional training sessions to deepen your expertise. This include:☑️Professional Software ☑️Software Training ☑️Marketing Method ☑️IRS Compliance Training☑️Tax Preparation Training ☑️PTIN REGISTRATION ☑️Business Coach ✨Requirements:50 + clients and PTIN to fully benefit from this program.
      GROWTH PACKAGE

      Who said PTIN holds can’t get 100% of their money? Tax Pro Success (Growth Package) is designed for you all with a hustle who are tired of being on a Split! Experience & clientele is required! NO EFIN is needed for this package. You’ll gain access to basic training materials, enhanced support, and additional training sessions to deepen your expertise. This include:☑️Professional Software ☑️Software Training ☑️Marketing Method ☑️IRS Compliance Training☑️Tax Preparation Training ☑️PTIN REGISTRATION ☑️Business Coach ✨Requirements:50 + clients and PTIN to fully benefit from this program.

      $279.00$279.00
        
      BOSS BUILDER PACKAGE. Tax Pro Success (Boss Package) is designed to Start A Tax Business! A step-by-step blueprint for building a compliant, fully operational tax business from the ground up. Learn to structure your firm, implement industry-proven systems, and confidently begin serving clients. You'll gain access to advanced training materials, enhanced support, and additional training sessions to deepen your expertise. This include:☑️Create Business Formation ☑️Professional Software ☑️Software Training ☑️Tech Support ☑️Due Diligence & Compliance Training ☑️Business Coach ☑️CRM & Automation Systems☑️Offer Tax Loans ☑️Full ERO Support ☑️Tax Education ☑️Marketing Launch ✨Requirements: 75+ clients and Efin (Payment Options available)
      BOSS BUILDER PACKAGE

       Tax Pro Success (Boss Package) is designed to Start A Tax Business! A step-by-step blueprint for building a compliant, fully operational tax business from the ground up. Learn to structure your firm, implement industry-proven systems, and confidently begin serving clients. You'll gain access to advanced training materials, enhanced support, and additional training sessions to deepen your expertise. This include:☑️Create Business Formation ☑️Professional Software ☑️Software Training ☑️Tech Support ☑️Due Diligence & Compliance Training ☑️Business Coach ☑️CRM & Automation Systems☑️Offer Tax Loans ☑️Full ERO Support ☑️Tax Education ☑️Marketing Launch ✨Requirements: 75+ clients and Efin (Payment Options available)

      $497.00$497.00
        
      MILLIONAIRE MINDSET PACKAGE. The RM Success (Million Dollar Package) is designed for Tax Professionals who want to Scale Your Tax Business For established tax pros ready to stop doing it all alone. Implement proper systems, delegation, and pricing strategies to transition your practice into a scalable, revenue-generating firm. The Regency Millions advance will teach you how to grow a successful tax business, how to build a team, and how to train your team. This include:☑️Revenue & Profit Expansion Strategies ☑️Advanced Tax Education & Filing Confidence (for you and your team)☑️Staffing & Recruitment Systems ☑️Due Diligence & Compliance (for you and your team) ☑️CRM & Advanced Automation Systems ☑️Marketing Method ☑️Software & Workflow Setup ☑️Business Coach ☑️Blueprint to Regency Millions ☑️Bi-Weekly Mentorship Calls ✨Requirements: A mind for success!
      MILLIONAIRE MINDSET PACKAGE

      The RM Success (Million Dollar Package) is designed for Tax Professionals who want to Scale Your Tax Business For established tax pros ready to stop doing it all alone. Implement proper systems, delegation, and pricing strategies to transition your practice into a scalable, revenue-generating firm. The Regency Millions advance will teach you how to grow a successful tax business, how to build a team, and how to train your team. This include:☑️Revenue & Profit Expansion Strategies ☑️Advanced Tax Education & Filing Confidence (for you and your team)☑️Staffing & Recruitment Systems ☑️Due Diligence & Compliance (for you and your team) ☑️CRM & Advanced Automation Systems ☑️Marketing Method ☑️Software & Workflow Setup ☑️Business Coach ☑️Blueprint to Regency Millions ☑️Bi-Weekly Mentorship Calls ✨Requirements: A mind for success! 

      $997.00$997.00
        
      LEGACY BUILDER MENTORSHIP

      This package provides (FULL MENTORSHIP ONLY) and guidance throughout the pre-season and in-season periods, but does not include revenue sharing or business management support. You'll gain access to my 7 to 8 FIGURES SECRET, regular check-ins, and extensive support sessions to elevate. Software access is not included in this package. ✨Step by Step on Success (No Gatekeeper)

      $1,499.00$1,499.00
        
      Software Only. Just Need the Tools? Get access to professional-grade tax software built for speed, accuracy, and growth. Designed for tax pros who want powerful, reliable features to file returns efficiently and scale their business -without the extras. ☑️TaxSlayer Pro Software, OLT Software ☑️Software Set Up & Training ☑️EFIN Assistance ☑️Bank Registration & Bank Products ☑️First Year EFIN Holder, Eligible to Offer Loans
      Software Only

      Just Need the Tools? Get access to professional-grade tax software built for speed, accuracy, and growth. Designed for tax pros who want powerful, reliable features to file returns efficiently and scale their business -without the extras. ☑️TaxSlayer Pro Software, OLT Software ☑️Software Set Up & Training ☑️EFIN Assistance ☑️Bank Registration & Bank Products ☑️First Year EFIN Holder, Eligible to Offer Loans

      $699.00$699.00
        
      Total
      $0.00$0.00

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