Private Mentorship for Tax Pros Who Are Ready to Lead

You’ve got the skills. You’ve made the leap. Now it’s time to go from just filing taxes to running your business like a boss.

the opulux

inner circle

is our private mentorship experience designed for serious tax professionals who are ready to scale with structure, lead with confidence, and get support that doesn’t leave you stuck figuring things out alone.

This is where strategy meets execution — and where hustle turns into legacy.

WHAT IS THE

INNER CIRCLE

It’s not just coaching. It’s a seat at the table — where you get real access to Cait,

a blueprint that’s been proven, and systems that help you stop wearing every hat.

It’s not just coaching. It’s a seat at the table — where you get real access to Cait,

a blueprint that’s been proven, and systems that help you stop

wearing every hat.

This mentorship gives you:

• Private support (not a public Facebook group)

• Strategic guidance to grow your tax firm

• Systems, automations, hiring plans, and marketing that actually work

• A place to ask the “how” behind the “what”

Inside the Inner Circle, You’ll Get:

Bi-weekly private coaching calls with Cait

Direct feedback on your offers, systems, and team setup

Access to our 8-week scaling blueprint

Hiring templates, commission plans, onboarding flows

High-level tax business strategies (no basics)

Scripts, funnels, lead-gen systems, and backend SOPs

Private Inner Circle Vault access (downloads, checklists, walkthroughs)

Instant messenger/chat support

VIEW PACKAGES

RESULTS YOU CAN EXPECT:

A fully structured business, not a guessing game A team that knows what to do and how to do it

Less overwhelm, more automation. More time to lead, less time chasing problems.

A brand that looks, feels, and pays like a firm

READY TO LEAD FOR REAL?

If you’re ready to stop playing small and start scaling like a CEO, apply now.

Spaces are limited, because this isn’t a group chat. It’s mentorship that moves.