Tax Pro Profit Maximizer Expo 2026

TPPME 2026 Logo

NOVEMBER 2026 LIVE EVENT

Three Days in Orlando to Rebuild How Your Practice Makes Money

Join us for a definitive summit focused exclusively on maximizing tax resolution profitability and practice scalability.

November 17 to 19, 2026 | DoubleTree Suites by Hilton Orlando at Disney Springs

Forty seats total. Registration closes November 13 at 5:00 PM Eastern.

Early bird pricing ends September 30. Every ticket goes up $200 that night at midnight PT.

What You Have Already Tried

You work grueling hours during tax season, hoping the influx of revenue will be enough to sustain your practice through the dry summer and fall months. The pressure to produce is constant, yet the financial reward rarely matches the effort expended.

You take on any client who walks through the door, dealing with disorganized records, unreturned calls, and endless scope creep. You find yourself doing extra work just to finish the job, completely unable to adjust your initial flat fee to reflect reality, and many times wishing you had not taken in this client but now feel stuck.

The list looks like this:

  • Relying exclusively on seasonal tax preparation revenue.

  • Charging low flat fees for incredibly complex resolution cases.

  • Chasing clients for basic documentation and signatures.

  • Working eighty-hour (or more) weeks for a fraction of what attorneys charge.

  • Giving away valuable consulting and strategy advice for free.

  • Worrying about cash flow every single August through the next January (or even into February).

  • Feeling burnt out while your take-home pay stays exactly the same. Maybe even non-existent

This cycle drains your energy, caps your income, and leaves you wondering if the effort is actually worth the return.

What the practices that got out did

The most successful practices didn't just work harder; they completely restructured their foundation. They moved away from the grueling hourly grind and implemented systems that prioritized high-value engagements over volume.

By shifting to value-based pricing and rigorous client screening, these practitioners reclaimed their time and multiplied their profitability. They built practices that served their lives, rather than the other way around.

The list looks like this:

  • Strictly enforced minimum fees for all new engagements
  • Comprehensive upfront diagnostic processes before committing
  • Value-based pricing models detached from hourly tracking
  • Rigorous prospect screening and qualification criteria
  • Productized service offerings with clear boundaries
  • Automated onboarding and document collection systems
  • Proactive, scheduled client communication cadences

THE CONTRAST

Side by side

See exactly how the Tax Resolution Academy® model transforms your practice from stressful and chaotic to predictable and highly profitable.

THE OLD WAY

THE NEW WAY

Guessing at resolutions and hoping they stick

Following a proven, step-by-step framework

Charging low hourly rates for complex work

Premium flat-fee billing based on value

Drowning in unorganized client paperwork

Automated onboarding & document collection

Wasting hours on hold with the IRS

Direct practitioner priority line access

Stressing over constantly changing tax codes

Relying on up-to-date, expert resources

Turning away cases due to lack of confidence

Taking on any case with expert backing

Treating tax resolution as a side-hustle

Building a highly profitable, year-round practice

The choice is clear. Stop fighting an uphill battle and start running a practice that works for you.

Why I run this one

I started my tax resolution practice exactly where most of you are today: overworked, constantly watching the clock, and trapped in an hourly billing cycle that capped my income.

Every day felt like a race against the clock. Expanding the client roster to drive revenue stripped away the hours needed to actually manage the business. It was a clear path to burnout, and I knew something had to break.

The shift required a complete restructuring of how I valued my expertise and structured my service delivery. I stopped selling hours and started building a true business-first model.

That transition changed everything. It allowed me to scale without sacrificing my health, hire a team that could execute without my constant oversight, and finally take home the profit my firm generated.

I designed this event because I want to give you the exact blueprint for that transition. It is the roadmap I wish I had when I was staring at a calendar full of appointments and a bank account that didn't reflect the effort.

Four questions worth sitting with

  • What does my ideal practice look like in 2027 if I remove hourly billing completely?

  • How can I structure my firm so it runs profitably without my direct involvement in every case?

  • What boundaries must I establish this year to protect my time and my profit margins?

  • Who do I need on my team to support a high-value, business-first operational model?

The Event Pillars

Practice-Run Faculty

Learn directly from active practitioners who are out there doing the work every single day, not theorists.

23 CPE Hours

Maximize your time away from the office with intensive, high-yield sessions that deliver actionable strategies.

40-Seat Cap in Orlando

An intimate environment designed for real networking, deep discussions, and personalized attention.

Who is teaching

Dan Henn, CPA, CTR

Dan Henn, CPA, CTR™

Co-Founder, Tax Resolution Academy®

Dan has spent over two decades helping tax professionals transform their practices. As the creator of the new standard in tax resolution, he brings unparalleled expertise to the stage, revealing the exact systems needed to command premium fees.

His methods have been battle-tested in his own firm, proving that you can shift from a grueling tax-prep grind to a highly profitable, year-round advisory business.

At the Expo, Dan will break down the precise frameworks and strategies he uses every day, giving you the tools to reclaim your time and elevate your professional standing, including helping you to learn how to use AI to help scale your tax practice faster.

Joining me on stage

Rick Strombeck

Rick Strombeck, CPA

Practice Management and Mergers and Acquisitions expert

Rick has over 40 years of expertise, represents 1,000 business clients through M&A and bundled advisory services. He specializes in value-based pricing strategies that drive higher profitability and client retention.

Charles Montecino

Charles Montecino, CPA, CTR™

Practice Management and Marketing Expert

Charles Montecino, CPA and CTRS, leverages over 50 years of experience to masterfully market tax resolution services. He excels in building client-focused acquisition systems through websites, referrals, and strategic advertising.

Christian Jones

Christian Jones

Client Acquisition

Christian is the CEO of TaxProMarketer and an expert in digital marketing strategies, specializing in AI-driven search, paid ads, and systematic lead generation that helps tax firms scale their client acquisition.

Chronological Roadmap

All three days, hour by hour

The comprehensive schedule for the Tax Pro Profit Maximizer Expo 2026.

Get paid what the work is worth.

7:00 - 8:00 am

Registration and Breakfast

Doors open, badge, coffee, and find your table.

8:00 - 9:50

The Practice You Didn't Sign Up For

Dan Henn, CPA, CTR™2 CPE

9:50 - 10:00

Break

10:00 - 12:00

Unlock Higher Fees, Better Client Retention

Rick Strombeck, CPA2 CPE

12:00 - 1:00 pm

Lunch

Served in the dining room, round tables.

1:00 - 2:50

The Goal Isn’t More Clients-It’s Better Clients

Charles Montecino, CPA, CTR™2 CPE

2:50 - 3:00

Break

3:00 - 5:00

What Each Client Actually Costs You

Dan Henn, CPA, CTR™2 CPE

6:00 - 9:00

Group Dinner and Disney Springs Activity

Dinner together, then something worth doing. Come as you are.

Breakfast and lunch are provided all three days. Dinner is provided Tuesday and Wednesday nights only.

What the Practices That Got Out Did

They abandoned the outdated models that demanded endless hours for minimal return. Instead, they adopted a streamlined, high-value framework designed for efficiency and predictability.

By restructuring their offers and standardizing their delivery, these practitioners reclaimed their time while simultaneously scaling their revenue to new heights.

What you carry home:

Ability to create comprehensive fee schedules using AI

Better client boundaries and productiivity management skills

Client onboarding blueprints

Profitability scorecards (tracking and analysis on your practice)

Lead Generation Plan with Prospect Intake for the people you should be talking to not tire kickers

Lead conversion scripts

What people said after attending TPPME

"The attendees are the friendliest, most helpful people that I've worked with ever. They never make you feel like you're asking a stupid question."

Terry Anderson, EA, Massachusetts

"The expo kicked off my marketing. I learned about things I didn't even know I wanted to learn."

Alicia Stewart, EA, Florida

"Great takeaways, awesome people, awesome content. I look forward to doing it next year."

Wayne Scully, CPA, New York

""Almost unlimited information. You just pick out what you want that day or that week, and it's there. Plus we have live conferences, which are great."

Ray Haselman, Tax Attorney, Florida

Read this part before you register

This event qualifies for 23 non-technical Continuing Professional Education (CPE) hours. The curriculum is meticulously designed to provide actionable business and practice management strategies for tax professionals. Note that attendees must actively participate in all sessions to earn the full credit hours.

Continuing professional education

Tax Pro Academy, LLC is registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance of individual
courses for CPE credit. Complaints regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA National Registry Sponsor Number: 149009
Texas State Board of Public Accountancy Sponsor ID: 010661

Program details

Program: Tax Pro Profit Maximizer Expo 2026
Dates: November 17 to 19, 2026, Orlando, Florida
Delivery method: Group Live
CPE credit: 23 hours, granted on a 50-minute hour
Fields of study, all non-technical: Business Management and Organization, 8 hours.
Communications and Marketing, 8 hours. Computer Software and Applications, 4 hours. Personal
Development, 3 hours.
Program level: Basic
Prerequisites: None
Advance preparation: None
Who earns credit: CPAs and attorneys. This program does not carry IRS continuing education
credit, so enrolled agents earn no CE for attending.

How you earn your credit

This is a group live program and attendance is documented on a sign-in and sign-out sheet for
each of the three days. Sign in when you arrive in the morning and sign out at the end of the
day, because that sheet is the attendance record. Credit is awarded for the sessions you were
present for. Enter your legal name on the sheet so your certificate is correct.

Refunds and cancellations

If you cancel 30 or more days before the event, that is on or before October 18, 2026, we will
refund your registration in full. If you cancel inside 30 days, your registration is not refundable, but it is transferable. You may send another tax professional in your place, or apply the full amount to any Tax Resolution Academy® event held in the twelve months following this one. Your choice.

To cancel, transfer, or ask a question about either, email [email protected].

This refund window is longer than the one on our regularly scheduled classes because this is a
multi-day in-person event and we commit to the venue, the room block and the catering count well in advance.

Separately from all of the above, the day one guarantee stands on its own. Attend all of Tuesday
November 17. If by 4:00 PM that day you have not gotten value worth more than the price of your
ticket, tell us at the break and we will refund your registration in full and add $500 toward
your travel costs, General or VIP alike.

If we cancel or reschedule

If Tax Pro Academy, LLC cancels or reschedules this event, we will notify every registered
participant by email at the address on file within two business days of the decision. You will
be offered a full refund or a transfer to the rescheduled dates, your choice.

Questions or complaints

Dan Henn, CPA, CTR™
Tax Pro Academy, LLC
P.O. Box 561107
Rockledge, FL 32956
[email protected]

We acknowledge every complaint within two business days and work in good faith to resolve it
within ten business days. If a complaint needs longer than that, we will tell you why and give
you a date.

TAX PRO PROFIT MAXIMIZER EXPO 2026

Pick your seat

ONLY 10 OF THESE

VIP Access

$1,297

  • Everything in General Admission ($4,026 Value)

  • Mastermind Day, Monday November 16, capped at 10 people ($2,000 Value)

  • The Vault: all three prior years of the TPPME event, 36 sessions, unlocked today ($1,491 Value)

  • The complete 2026 event recordings ($297 Value)

  • VIP dinner with Dan and Mastermind members, Monday night ($150 Value)

  • Reserved front row seat with your name on it each day

  • Session materials 48 hours early

  • First pick of seats at the Wednesday evening session

  • Total Value $7,964

General Admission

$897

  • Full access to all sessions, all three days ($1,497 Value)

  • 23 hours of CPE for CPAs and attorneys ($1,150 Value)

  • The printed workbook, spiral bound ($197 Value)

  • The Practice Rebuild Kit, twelve worksheets and templates ($497 Value)

  • Breakfast and lunch all three days, dinner Tuesday and Wednesday ($285 Value)

  • The Tuesday night group dinner and Disney Springs activity ($150 Value)

  • The Wednesday evening session ($250 Value)

  • Your written ninety-day action plan

  • The attendee resource page and the attendee network

  • Total Value $4,026

Prices increase by $200 on Wednesday, September 30th.
Secure your seat today to lock in current rates.

My Ludicrous Guarantee

With the unwavering confidence of a tax pro who has seen it all, I know this event will transform your practice. You’ll walk away with strategies, insights, and connections that will pay for themselves many times over.

But should the unthinkable happen—should you find yourself unmoved, uninspired, or otherwise unshaken by the wealth of knowledge before you—fear not. There will be no forms to fill, no hoops to jump through, no pleading your case before an unseen committee.

Simply send a message, a digital whisper, a mere signal of your discontent, and by 4 PM on Day 1, your full investment shall be returned to you, plus $500 toward your travel expenses. No friction. No hard feelings. No second-guessing.

​I stake my reputation on this: either you leave with game-changing insights, or you leave with every penny back in your pocket. Your success is my only agenda.

Questions people actually ask

Is there a designated hotel block for attendees?

Yes, you can access the hotel room block after you register and pay for the event ticket! This link is only good until Sunday, November 1st, 2026. Afterwards, you will have to use the regular hotel booking link. That will cost you about 50% more.

What is the dress code for the event?

Business casual is recommended. Meeting rooms can be chilly, so bring a light sweater/jacket to ensure you remain comfortable. Plus Florida can be hit or miss with cold weather in November. Bring shorts as well for some of the evening activities.

How many CPE credits will I earn by attending?

Yes, this event is eligible for up to 23 hours of CPE for CPAs and attorneys, but not for EAs. (Sorry the IRS does not allow us to give EAs credit for marketing, sales and practice management material, even though it is just as, if not more, important as the technical material)..

Is there a livestream option if I cannot travel?

No, this is a 3-day LIVE immersive learning experience. But the event will be recorded and recordings will be available for purchase after the event..

What meals are included with my ticket?

Breakfast and lunch are provided each day, along with dinner on day one and day two

When does the event start and end each day?

Registration will be available at 7:00 a.m. on Day 1. Doors open at 7:30 on Day 2 and Day 3. We will start each day promptly at 8am. Each day will end a little differently. Days 1 and 2 will end at 5pm and Day 3 will end about 4:40pm.

Will recordings be available after the event?

Session recordings are included with the VIP ticket. If you purchase the general admission ticket, you may purchase the recordings at a discount before the event. If you purchase the recordings during the event or after the event, the investment in recordings will be higher. You will receive lifetime access via our portal within two weeks of the event concluding.

Are transportation services provided from the airport?

Attendees are responsible for their own transportation. However, the venue is conveniently located near major transit hubs and rideshare services are easily accessible.

Can I bring a spouse or business partner?

Yes of course, you will just need to purchase a separate ticket for all people wanting to attend the event. Since continuing education credit is issued plus food and special activities are provided, each person will need a ticket. If they won't be attending the event but will be attending the evening dinner sessions, please contact us, and you can purchase a dinner meal ticket for them for either or both Tuesday's dinner or Wednesday's dinner, or both.

What should I bring with me to the venue?

Bring a notepad, your laptop, business cards for networking and any specific firm challenges you want to discuss. We provide the core materials and workbooks. If you attend the Mastermind Day, come with your top three business challenges that you're currently facing in your firm. Otherwise, come prepared with your expectations of what you expect to get out of the event, and please share that with us beforehand.

Are there networking events outside of session hours?

Yes, there will be evening receptions and dedicated networking periods designed specifically to help you connect with fellow tax professionals.

What is the cancellation or refund policy?

We offer refunds for this event in the following way. - Cancel outside of 30 days before the event (Full Refund) - Cancel less than 30 days but before 2 weeks before the event (50% refund) - Cancel less than 2 weeks before the event (No refund) However, if you can't use the ticket for this event for any reason, we will give you a transfer credit toward a future Tax Resolution Academy® event.

Is this suitable for newer practitioners?

Yes, this material is suitable for newer practitioners and will not be too advanced for someone that is new to IRS Representation. Although, it will help if you have an understanding of some of the basics of Collections and Exam Representation and have run a tax practice.

Check out our EventBrite page (https://www.eventbrite.com/o/tax-resolution-academy-36730021893) to see when we are offering some of the Foundational level webinars to help you. If you are a member of the Tax Resolution Academy®, you can access these classes in our member portal.

Is the 40-person limit strictly enforced?

Due to the size of the room at the venue, the event will be an intimate gathering of no more than 40 people.

Will Dan be available for one-on-one questions?

Yes, Dan will be available to chat about your business during breaks and after the event, or if you have questions about any of the strategies presented at the event. Dan’s team will also be on hand to answer your questions as well.

Forty seats.
November 17 to 19. Orlando.

Join an elite tier of tax professionals transforming their practice model. Secure your spot before the venue reaches strict capacity.

Early bird registration ends September 30th, 2026, midnight PT • Strict 50-seat capacity

© 2026 Tax Pro Academy, LLC. All rights reserved. Tax Resolution Academy® is a registered trademark.

PO Box 561107, Rockledge, Florida 32956