1:1 COACHING — GROUP PROGRAMS — STRATEGY CALLS
Stop figuring it
alone.
Twenty years of building a real tax business — not managing one for somebody else, not studying one in a classroom. Actual experience, actual systems, actual results. That is what you get when you work directly with TamikaMarie.
30-minute call — no pressure — just clarity on whether we are the right fit.
20+
YEARS
IN THE TAX INDUSTRY
Not textbook knowledge. Field experience from 2005 to today.
15K+
CLIENTS
SERVED
Across tax preparation, service bureau operations, and coaching.
3
COACHING
FORMATS
1:1, group, and strategy sessions — every level of engagement.
100%
STRAIGHT
TALK
No fluff. No filler. Real strategy for real tax professionals.
20+
YEARS
IN THE TAX INDUSTRY
15K+
CLIENTS
SERVED
3
COACHING
FORMATS
100%
STRAIGHT
TALK
IS THIS FOR YOU?
Let us be honest
before you book.
Coaching works when both sides show up. Before you book, make sure you are in the right place — and we will do the same.
This is for you if...
You are a new ERO getting licensed and setting up your first tax office and you need a clear roadmap, not more YouTube rabbit holes.
You are an existing tax professional who has hit a revenue ceiling and cannot figure out what is holding you back.
You are building or running a service bureau and need a strategic partner who has actually done it — not just read about it.
You want to add automation and systems to your practice and need someone to show you exactly how to implement, not just explain the theory.
You are serious about building a sustainable, scalable tax business and you are willing to do the work that takes.
This is NOT for you if...
You are looking for someone to do the work for you while you collect the results. Coaching requires your active participation and implementation.
You are not yet committed to operating a professional, compliant tax business. If you are cutting corners on compliance, we are not the right fit.
You want someone to tell you what you want to hear. TamikaMarie will tell you the truth — even when it is uncomfortable — because that is what moves your business forward.
You are unwilling to invest time between sessions to implement what we discuss. Strategy without action is just conversation.
You expect overnight results. Building a real tax business takes real work. We will move fast — but we will build it right.
COACHING OPTIONS
Choose how we
work together.
OPTION 01
Strategy & Discovery Call
LOW BARRIER ENTRY
ENTRY POINT
30-Minute Strategy Call
SESSION LENGTH
30 Minutes
Start here if you are not sure which coaching option is right for you — or if you have a specific question you need answered before committing to a longer engagement. This call gives you clarity on your next move and tells us both whether we are the right fit to work together.
Focused on your most pressing business question or challenge
Direct strategy and next-step recommendations
No long-term commitment required
Can apply credit toward 1:1 coaching if you decide to continue
OPTION 02
1:1 Tax Business Coaching
MOST IMPACTFUL
DIRECT ENGAGEMENT
1:1 Coaching with TamikaMarie
INVESTMENT
BOOK A CALL
Direct, personalized coaching built around your specific business, your specific goals, and your specific obstacles. Not a template. Not a pre-packaged program. A real strategic partnership between you and TamikaMarie — built on 20 years of knowing exactly what it takes to run a successful tax operation.
Dedicated sessions focused entirely on your business
Revenue growth strategy and implementation roadmap
Business systems audit and automation recommendations
ERO setup, service bureau launch, or scaling strategy
Accountability check-ins between sessions
Access to relevant TMB Tax Bureau resources and tools
OPTION 03
Group Coaching Programs
COHORT FORMAT
ENTRY POINT
Group Coaching Program
FORMAT
STRUCTURED COHORT
Get the benefit of TamikaMarie's coaching in a structured group setting. Each cohort covers specific topics — business setup, marketing, automation, or scaling — over a defined program period. You get the strategy, the accountability, and the community of other serious tax professionals moving in the same direction.
Structured curriculum covering specific business milestones
Live group sessions with TamikaMarie
Community of vetted, serious tax professionals
Q&A and hot seat sessions each week
More accessible investment than 1:1 engagement
THE PROCESS
What happens after
you book?
No mystery. No waiting. Here is exactly what to expect from the moment you hit book to the moment we start working.
1
BOOK
Schedule your call
Choose a time that works for you on the calendar. You will receive a confirmation with a brief intake question so we are prepared to make the most of our time.
2
CONNECT
Discovery call
We spend 30 minutes understanding your business, your goals, and your challenges. No pressure. Just an honest conversation about where you are and where you want to go.
3
ALIGN
Confirm the lift
If we are the right fit for each other, we outline the coaching engagement — format, focus areas, timeline, and investment. If we are not the right fit, we will tell you that too and point you in the right direction.
4
BUILD
Start working
Choose a time that works for you on the calendar. You will receive a confirmation with a brief intake question so we are prepared to make the most of our time.
CLIENT RESULTS
The work
speaks.
100% RECOMMEND — VERIFIED REVIEWS
Tamika Marie helped me set up my Service Bureau in Dallas even though she offices in Oklahoma. Knowledgeable, straight-forward, and thorough. She did not leave a single question unanswered.
FELICIA
Service Bureau Owner — Dallas, TX
Very professional and incredibly knowledgeable about entity formation and tax planning. I will be using her for my new entity. This is the level of expertise I had been looking for.
DANA
Business Owner & Tax Professional
Every question I had was met with real assistance. I gained valuable insights I had not found anywhere else. They genuinely want to see you succeed — and they show up like it.
BRIAN
Tax Professional
2005
YEAR FOUNDED
20+
YEARS EXPERIENCE
15K
CLIENT SERVED
OKC
HOME BASE, NATIONWIDE
TamikaMarie is the founder of TMB Tax Bureau, TRMCRM, Tax Pro University, TMB Compliance Solutions, and GSA Legacy Homes LLC. She is an active ERO, service bureau operator, and business systems builder — not a career coach who left the industry to teach it. She is still in it. Every day. That is the difference.
THE COACH
"Objectives? Cool.
Accomplishments?
Mandatory."
That is not a tagline. That is a standard. TamikaMarie Smith started TMB Tax Bureau in 2005 and has spent the last two decades building — software partnerships, service bureau operations, automation platforms, coaching programs, and a community of tax professionals across the country. She coaches from experience, not theory. Every strategy she teaches is one she has already used. Every system she recommends is one already running inside her own business.
TamikaMarie
CEO & FOUNDER — TMB TAX BUREAU
Looking for self-paced courses
and done-for-you templates?
Coaching is live, direct, and personalized. But if you want to learn at your own pace — courses on Schedule C/E/F, capital gains, deductions, TaxSlayer Pro, marketing, and more — visit Tax Pro University. Get Trained. Get Paid.
THE NEXT STEP IS YOURS
Stop waiting for the
right time.
There is no perfect moment to start building your tax business the right way. Every week you wait is a week of revenue, clients, and systems you are not building. Book the call. Thirty minutes. No pressure. Just clarity.