The Open Office: Your Daily Home Base
The heart of our ecosystem. Live coworking every weekday — real answers, Zoom streams, and daily access to peers and attorneys.
See the Open Office in Action
A quick look at daily coworking, live expert access, and year-round community support.
Tax professionals, bookkeepers, and business owners collaborating daily
Year-round support, Mon–Fri live coworking and expert consultations
Attorney Q&As, bookkeeping guidance, and wellness resources available
Weekly Live Schedule
Click any day for session details and perks.
Open Office Hours
Bring your filing questions and get live support — return walkthroughs, IRS updates, and complex form guidance.
Participant Perks
- Live text-based Q&A
- Screen-sharing diagnostics
- Replay recordings vault access
Open Office Community Benefits
One membership that bundles the tools, network, and events to grow your tax business.
Live Office Hours
Join daily Zoom coworking sessions with direct advisor support.
Tax Support Hotline
Get real-time help with complex returns and filing diagnostics.
CRM Implementation
Step-by-step CRM and intake setup walkthroughs each Tuesday.
Attorney Q&A Sessions
Ask compliance and legal structure questions directly.
Bookkeeping Guidance
Learn how to offer year-round bookkeeping services.
Wellness Resources
Manage tax-season stress with curated support.
Business Growth Workshops
Monthly sessions on client acquisition and brand growth.
Networking Opportunities
Connect with EROs and allied professionals at member events.
Transparent Membership Built For Scale
Pick the tier for your business stage — from independent Tax Pros to multi-office Service Bureaus.
Membership Overview
COLLABORATE
Perfect For:
New Tax Professionals, Existing Preparers, Virtual Assistants, Bookkeepers & Professionals learning the business.
Includes:
- Weekly Open Office: Unlimited coworking sessions
- Tech Tuesday: Technology Training, Automation, CRM, AI, Marketing
- Live Q&A: Ask questions in real time
- Accountability: Body doubling, Implementation hours, Goal tracking
- Resource Library: Templates, Checklists, Downloads, Worksheets
- Community: Networking, Partner introductions, Referral opportunities
- Member Pricing: Discounted workshops, Courses, Events, Software support
Outcomes:
- Learn tax faster
- Stop getting stuck
- Meet peers & mentors
- Build confidence
- Create your first systems
ACCELERATE
For:
EROs, Growing Firms, Firm Owners & Professionals managing team members.
Everything in Collaborate PLUS:
- Monthly Strategy Session: Growth planning, Quarterly planning, Revenue planning
- ERO Roundtables: Compliance, Operations, Bank Products, IRS Updates, Industry changes
- Concierge Support: Priority Office Hours, Questions answered faster, Implementation assistance
- CRM Support: GoHighLevel, Automation, Funnels, Pipelines, Forms
- Client Experience Systems: Onboarding, Retention, Review systems, Referral systems
- AI Business Systems: Prompt Library, AI Assistants, Workflow Automations
- Revenue Growth Workshops: New services, Pricing, Packaging, Recurring Revenue
- Member Marketplace: Promote your services, Find collaborators, Referral opportunities
Outcomes:
- Build a real business
- Increase revenue & margins
- Improve client operations
- Scale team confidently
DOMINATE
Designed For:
Service Bureaus, Multi-office Firms, Firm Owners & Industry Leaders.
Everything in Accelerate PLUS:
- Monthly Executive Advisory: Leadership calls, Scaling, Hiring, Growth planning
- Service Bureau Leadership: Recruiting, Retention, Office growth, Expansion
- Team Training: Invite staff, Tax Pros, EROs, Managers, Virtual Assistants (Everyone trains together)
- Business Audits: Marketing, Systems, Operations, Sales, Client Journey, Automation
- Partner Introductions: Preferred Vendors, Technology Partners, Funding, Bookkeeping, Legal, Insurance, Marketing
- Priority Concierge: Fastest response times, Dedicated implementation guidance, Resource coordination
- Early Access: Beta trainings, Templates, Programs, Pilot opportunities
- Private Leadership Community: Mastermind, CEO discussions, Collaboration, Joint Ventures
Outcomes:
- Build a self-sustaining firm
- Create recurring revenue
- Grow & train your entire team
- Scale multiple office locations
- Become a regional market leader
Specialized Benefits by Audience
Every tier is built around the challenges of your role.
Tax Professionals
Collaborate ($97/mo)
- Weekly tax education
- Tax law updates
- Open Office coworking
- Tech Tuesday workshops
- Resource library
- Accountability sessions
- Community networking
- Member discounts
- Referral opportunities
- Pathway to becoming an ERO
EROs & Firm Owners
Accelerate ($297/mo)
Everything above plus:
- ERO implementation support
- EFIN operational guidance
- IRS operations best practices
- CRM and automation systems
- Pricing strategy
- Client onboarding systems
- Bank product guidance
- Marketing systems
- Referral systems
- Monthly strategy sessions
- Priority concierge support
Service Bureaus
Dominate ($597/mo)
Everything above plus:
- Multi-office growth strategy
- Recruiting systems
- Office onboarding SOPs
- Team leadership training
- Service Bureau operations
- Performance dashboards
- Scaling systems
- Executive advisory
- Leadership mastermind
- Preferred partner access
- Team-wide Open Office access
Tax Professionals Thriving Together
Members who grew their businesses through community support and expert guidance.
"The ERO coaching changed everything. I went from splitting 30% of my fees to keeping 100% and running my own office."
Tasha M.
ERO & Firm Owner
Atlanta, GA
"The Growth Program made running a Service Bureau feel doable. The audit forms, compliance blueprints, and tech automations were game-changers."
David C.
Service Bureau Owner
Dallas, TX
"Tech Tuesday CRM setup saved our office 40+ hours in February alone. We doubled our filing throughput with automated document uploads."
Marcus K.
Independent Tax Preparer
Houston, TX
"I've been in taxes 8 years. The Sector of Collectives is the first community that actually delivers — real attorney consultations and real systems support."
Alicia R.
Multi-Location Firm Owner
Chicago, IL
"Joining this collective was the best business decision I've made. The daily open office is like having an on-demand team ready to solve anything."
Sarah P.
Firm Owner
Tampa, FL
"The compliance blueprints alone saved us from audit risks. Our sub-offices feel supported and software distribution runs on auto-pilot."
James L.
Service Bureau Operator
Charlotte, NC
"The ERO mastermind community is worth it alone. You get to network with tax pros doing 6 and 7 figures who actually share what works."
Elena R.
Tax Consultant
Phoenix, AZ
"The ERO coaching changed everything. I went from splitting 30% of my fees to keeping 100% and running my own office."
Tasha M.
ERO & Firm Owner
Atlanta, GA
"The Growth Program made running a Service Bureau feel doable. The audit forms, compliance blueprints, and tech automations were game-changers."
David C.
Service Bureau Owner
Dallas, TX
"Tech Tuesday CRM setup saved our office 40+ hours in February alone. We doubled our filing throughput with automated document uploads."
Marcus K.
Independent Tax Preparer
Houston, TX
"I've been in taxes 8 years. The Sector of Collectives is the first community that actually delivers — real attorney consultations and real systems support."
Alicia R.
Multi-Location Firm Owner
Chicago, IL
"Joining this collective was the best business decision I've made. The daily open office is like having an on-demand team ready to solve anything."
Sarah P.
Firm Owner
Tampa, FL
"The compliance blueprints alone saved us from audit risks. Our sub-offices feel supported and software distribution runs on auto-pilot."
James L.
Service Bureau Operator
Charlotte, NC
"The ERO mastermind community is worth it alone. You get to network with tax pros doing 6 and 7 figures who actually share what works."
Elena R.
Tax Consultant
Phoenix, AZ
FAQs
Join More Than Just a Workspace
Join the Open Office for daily coworking, Tech Tuesday workshops, Attorney Q&As, and year-round business guidance.