"The Tax Business Success Plug!
Tools, Tips, and Transformation... Delivered!”
💜 Meet Your Coach — Courtney “Cocoa” Murray
Hey Tax Boss!
Take a deep breath! you’re right where you’re supposed to be.
Whether you’re just getting started or you’ve been in the game for years, I’ve got you.
I’m Courtney Murray, your go-to Tax Business Coach and industry plug ...here to make the tax world make sense. With over a decade of hands-on experience in tax preparation, business scaling, and coaching, I’ve helped everyone from brand-new preparers to seasoned EROs and Service Bureau owners grow with confidence, clarity, and profit.
Around here, there’s no competition ... just elevation.
I believe there’s more than enough room for all of us to win, grow, and build thriving businesses that create freedom and legacy.
My goal? To plug you into the strategies, tools, and systems that make success feel simple. You don’t have to figure it all out alone. I’ll walk you through it, step by step.
So, whether you’re starting from scratch or scaling to six figures and beyond,
I’m here to help us all rise ... together. 👑
Would you like me to format this into a website “About the Coach” section layout next (headline, subheadline, image placement, and call-to-action button suggestion)?
That version would be plug-and-play for your GoHighLevel or Beacons page.
Start Your Tax Business on a Budget
Launch Smart. Earn Big. Secure the Bag ... Without Breaking the Bank
Discover how everyday people are turning tax season into a wealth season.
This beginner-friendly guide by Coach Courtney “Cocoa” Murray breaks down exactly how to start your own profitable tax business — even if you’re starting with little to nothing.
Ready to Win This Tax Season? Plug In!
Unlock Your Potential this tax season and beyond!
What do I help Tax Pros with?
I connect tax pros with:
Winning strategies to skyrocket their profits 💰
Insider tips to stay ahead in the tax game 🔑
Powerful tools to streamline operations and boost efficiency ⚙️
🎯 My Mission
To empower tax professionals like you to build thriving businesses that not only succeed but also stand out in a competitive market.
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What Sets Me Apart?
Real-world experience in building and scaling successful tax businesses. Proven mentorship programs tailored to your unique goals. A no-fluff, results-driven approach to helping you WIN!
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Let’s Plug In
Whether you’re just starting out or ready to take your business to the next level, I’m here to make it happen. Together, we’ll turn your vision into reality and create a tax season like no other.
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Follow Me
Stay connected for tips, inspiration, and exclusive resources to elevate your tax business..
See the results for yourself! These bank account snapshots are real-life proof of the incredible success tax professionals achieve with the right strategies, tools, and mentorship.
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From First-Time Wins to Six-Figure Seasons
These results aren’t just numbers—they represent hard work, dedication, and the power of expert guidance.
🚀Your Success Could Be Next!
Join the ranks of tax pros who’ve turned their seasons into profit powerhouses. Let’s make your bank account the next success story!
Ready to create your own success? Plug in with The Tax Business Plug today!
Testimonials
Jonathan Richards
Shreveport, LA
“From One Call to a Dream Team!”
I booked a 45-minute coaching session with Courtney, and her strategy plan was a game-changer. By following her advice, I built a productive and motivated team just in time for tax season. Not only was my team thriving, but I also doubled my income! Courtney’s coaching is worth every second.
Monique Goodman
Amarillo, TX
“A Coach Who Truly Cares!”
Courtney is one of the sweetest and most genuine people I’ve ever worked with. She goes above and beyond to ensure her team’s success, and the best part is, she prays for her team’s victories. It’s such a blessing to have her as my mentor... her guidance and faith have been a game-changer for my business!
Tony Mitchell
Asheville, NC
"My First 6-Figure Tax Season—Thanks to Courtney!"
I never thought I’d hit six figures so quickly, but with Courtney’s mentorship, I did just that! Her step-by-step strategies, insider tips, and constant support were exactly what I needed to scale my tax business. If you’re serious about success, she’s the coach you want in your corner!
Blu Jean Louis
Kokomo, IN
Monica Ellison
Jackson, MS
Three Levels. One Mission: To Make You UNSTOPPABLE This Tax Season
Every plan gives you more than software ... you get the tools, automation, and support to WIN. From your CRM and 24/7 Tax Assistant GPT to your Tax Season Bestie Hotline, you’re not doing this alone .... you’re doing it Bossed Up.
Bossed Up Powered — PTIN Program
(Must Obtain PTIN)
For beginners or seasoned pros ready to start strong, learn fast, and make real money this season.
No EFIN yet? No problem. You’ll start under our system, get hands-on training, and start preparing returns with full support.
IRS PTIN setup guidance & onboarding walkthrough 🔑
Access to company EFIN & professional tax software
Full tax preparer training and certification 📚
CRM access for client management + templates to stay organized
Hotline & Tax Assistant GPT for help, feedback, and automation
Pathway to upgrade into the ERO or Service Bureau level anytime 🚀
💰 Outcome: Go from beginner to paid professional — gain experience, clients, and confidence fast.
Bossed Up Premium — ERO Program
(Must Have EFIN)
For established or aspiring tax bosses who want full control & higher profits.
You’re ready to lead, manage your own team, and control your client flow — all while operating under your own EFIN.
Professional tax software license (your own EFIN access)
ERO setup & compliance training so you’re 100% ready for funding season 🏦
Partner bank enrollment for refund advances & cash flow 💵
Built-in CRM automations for client intake & prep team management
Access to Hotline & Tax Assistant GPT for daily support & automation
Exclusive mentorship on scaling and team leadership 📈
💰 Outcome: Run your own tax brand, grow your team, and confidently profit every season.
Bossed Up Elite — Service Bureau (Reseller) Program
(No EFIN or PTIN required)
For leaders ready to build a tax dynasty and earn beyond the desk.
You’re not just doing taxes — you’re running the system. Build your own team, resell software, and help others launch while stacking multiple income streams.
Branded software with unlimited licenses to resell 💻
Service Bureau dashboard to manage EROs and preparers
100% profit on each license sold — you set your prices 🔥
Partner bank setup & revenue training
White-label onboarding email templates + marketing assets 💌
Monthly mentorship calls & elite business strategy sessions with Coach Cocoa
Bonus: Your entire ERO network gains access to CRM, Hotline & GPT tools
💰 Outcome: Build a 5–6 figure recurring business while empowering others to win.
No More Waiting. No More Watching. This Is Your Tax Season!
Drop your info below and let’s get you started on the path to purpose, profit, and freedom this tax season!
FAQs
Your Questions Answered: Quick Insights
What age groups does Coach Courtney Murray cater to
From Beginning to Seasoned First year Tax Pros, EFIN owners, First Year Service Bureaus.
How do I know which service is right for me?
You can take my tax business mentor assessment
Are your coaching sessions in-person, online, or both?
We offer both in-person and online coaching sessions to cater to clients preferences and needs.
What is the duration of a typical tutoring or coaching session?
Sessions typically last between 45 to 90 minutes but can be adjusted based on individual needs.
Can I change or cancel a booked session?
Yes, sessions can be rescheduled or canceled up to 24 hours in advance without any penalty.
How can I track progress or outcomes from the sessions?
I provide regular check-ins and feedback to discuss achievements and areas for improvement.
