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Wooten CPA PLLC
Build the Tax Practice You’ve Been Dreaming Of
Welcome
Guidance, confidence, and community for new tax preparers ready to thrive.
Feeling Stuck or Unsure as a new Tax Preparer?
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Wondering how to market and get clients?
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Struggling to set your pricing and streamline your processes?
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Unsure if you’re preparing tax returns or handling complex scenarios correctly?
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Looking for the tools, software, and best practices to confidently run your practice?
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You don’t have to figure it out alone. With the right mentorship, you can turn your questions into answers—and your business into a success.
meet your mentor
Hi, I’m Brad Wooten, CPA. Before starting my own firm, I spent five years working in two other tax practices, including four years as a partner. For over five years, I’ve run my own tax practice—navigating mistakes, refining processes (sometimes mid-tax season!), and discovering what truly works. I know firsthand that the most valuable asset you can have is someone to call when you need a second opinion or a fresh perspective.
This mentorship is different from large communities or forums—it’s a small, personalized group where you’ll get the trusted guidance and actionable advice you need to grow confidently.
My practice isn’t about growing as fast or big as possible; it’s about finding joy in my work, serving clients I enjoy, and having time for what matters most—my family and hobbies. I live in Orlando, FL, with my wife and three sons, and we love traveling in our camper whenever we can.
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I’m passionate about helping you build a practice that’s not just successful but also aligned with your goals and values. Let’s make it happen together.
Twice monthly calls covering topics like marketing, pricing, tax specific training (rentals, S Corps, tax strategies), processes, tools, and more. One lunch session at 1 PM and one evening session at 8 PM (Eastern Time), designed to fit your schedule.
LinkedIn
Group
What's included in this mentorship?
Ask questions, share ideas, and get support from a small, focused community in our private LinkedIn group.
Submit one return per month for a detailed review. Receive a Loom video summary and a clear presentation document with feedback and guidance.
Learn from my proven workflows, pricing strategies, proprietary tools, and software recommendations to optimize your practice.
