FREE ON-DEMAND TAX ADVISOR TRAINING

"Think Like a Tax Advisor" with Mark J. Kohler

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Free On-Demand Tax Advisor Training

A Tax Preparer Sees Transactions.
A Tax Advisor Sees Relationships.

Learn how to move beyond a transactional tax practice and build stronger client relationships, a more valuable advisory practice, and a business designed around the clients you actually want to serve.

Session 1 15 Mindsets Critical to a Successful Advisory Practice
Session 2 Building Ideal Client Relationships and the Advisory Offer
Realize how your mindset affects your client outreach and how you represent yourself
Choose the Ideal Avatar to Build Your Ideal Advisory Practice
Scaling requires the right Training and Program to support your Goals
Make more Money, with Less Time, and have Better Client Relationships
Watch Both Sessions On Demand + Get Two Powerful Workshop Handouts

Get Free On-Demand Access

Register below for immediate access to both Think Like a Tax Advisor training sessions plus two powerful workshop handouts.

Limited-Time Access: This free workshop is only available through November 15, 2026. Register now and make sure you watch both sessions before access closes.

A Message From Mark

Why Thinking Like a Tax Advisor Changes the Client Relationship

Great tax advisory isn't just about knowing tax strategies. It's about choosing the right clients, building trust, setting clear expectations, and becoming the advisor they rely on throughout the year.

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The On-Demand Workshop

Two Sessions.
One Better Way to Build an Advisory Practice.

Watch both sessions on demand and use the two workshop handouts to help put Mark's mindset and relationship-building principles into practice.

Session 1

15 Mindsets Critical to a Successful Advisory Practice

Mark breaks down 15 mindset shifts required to move from compliance to a successful advisory practice, including client selection, comprehensive planning, team development, scaling, marketing, pricing, and building the right community around you.

Includes the 15 Mindsets workshop handout.

Session 2

Building Ideal Client Relationships and the Advisory Offer

Learn how to identify the clients you actually want to serve, build trust and healthy boundaries, conduct a comprehensive consultation, and turn that relationship into a clearly defined ongoing advisory offer.

Includes the Nurturing Ideal Client Relationships workshop handout.

Watch while it's available.
Free access to the complete Think Like a Tax Advisor workshop ends November 15, 2026.

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The Bigger Picture

Great Tax Advisory Takes More Than Technical Knowledge

Technical expertise matters. The strongest advisors also know how to communicate value, build confidence, create systems, and develop stronger client relationships.

Mindset & Communication Confidence, relationships, communication, and client trust.
Technical Expertise Tax, legal, business, and financial strategy.
Systems & Community Practical processes, pricing, support, and ongoing learning.
Tax Advisor Power Wheel
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Who This Training Is For

Built for Tax Professionals Ready to Move Beyond Compliance

If you want fewer, better clients, stronger relationships, and a more valuable advisory practice, this training is for you.

Professionals Like You

CPAs & EAs
Tax Preparers
Accountants
Bookkeepers
Firm Owners
Financial Professionals

Especially Valuable If...

  • You want to move beyond tax preparation and compliance.
  • You want fewer clients and deeper advisory relationships.
  • You want to identify and attract your ideal client avatar.
  • You want to build a scalable and more valuable advisory practice.

Your Instructor

Meet Mark J. Kohler

CPA, Attorney at Law

Mark has spent decades helping business owners connect tax planning with business structure, retirement, real estate, asset protection, and long-term financial decisions.

After more than 10,000 client consultations, Mark has developed a practical approach to identifying opportunities, communicating recommendations, and helping clients move from questions to action.

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Mark J. Kohler, CPA, Attorney at Law

Questions

Frequently Asked Questions

Is this training really free?

Yes. There is no cost to register for or watch the Think Like a Tax Advisor training. Free access is available for a limited time through November 15, 2026.

What do I get when I register?

You'll receive immediate access to both on-demand training sessions plus two powerful workshop handouts designed to reinforce the concepts Mark teaches in each session.

How long will I have access?

The free Think Like a Tax Advisor workshop is only available through November 15, 2026. We recommend registering and watching both sessions before access closes.

Can I watch the sessions more than once?

Yes. You can revisit both sessions as often as you'd like while the free workshop remains available through November 15, 2026.

Where does the training take place?

Think Like a Tax Advisor is completely online and available on demand. Register for free to get immediate access to both sessions.

Free On-Demand Tax Advisor Training

Watch Think Like a Tax Advisor Before It's Gone

Get both on-demand training sessions plus two powerful workshop handouts. Free access is only available through November 15, 2026.

Get Free Access

Watch both sessions before access closes November 15.