Application-Based Mastermind

Tax Professional Mastermind

A premium virtual mastermind for tax professionals who want better conversations, stronger ideas, and practical insight they can bring back into their firm.

Apply for the Mastermind
Submit your information and our team will follow up to confirm your spot.
Guest Speakers Hear timely insights from experts and leaders in the room.
Open Discussion Join real conversations with professionals who understand the work.
Practical Takeaways Leave with ideas you can bring back to your firm.

A dedicated hour to work on your business, not just in it.

Step away from the day-to-day, connect with fellow tax professionals, and stay close to the conversations that help stronger firms keep growing.

  • Connect with fellow tax professionals.
  • Learn what is working in firms like yours.
  • Join sessions featuring guest speakers and open discussion.
  • Receive your Zoom calendar invite after your spot is confirmed.
Why join?

Better conversations create better firms.

The Tax Professional Mastermind gives you space to step out of the daily noise and into focused conversations with peers who are thinking about growth, leadership, and client experience.

01

See what is working now

Hear real-world strategies, ideas, and conversations from firms facing similar opportunities and challenges.

02

Build meaningful connection

Connect with fellow CPAs and tax professionals who are focused on building stronger firms.

03

Leave with practical ideas

Walk away with takeaways, discussion points, and next-step ideas you can use inside your firm.

Recent sessions have covered client segmentation strategies and leadership development, topics that go straight back into your firm.

Member feedback

What members are saying.

Testimonials can be added here once final approved quotes are available.

★★★★★
Placeholder testimonial. This space will feature a strong approved quote from a participating CPA or tax professional.
SM
Sarah M. Managing Partner
★★★★★
"Placeholder testimonial. This space will be updated with an approved member quote."
Michael R. CPA Firm Owner
★★★★★
"Placeholder testimonial. This space will be updated with an approved member quote."
Jennifer L. Tax Advisory Partner
What we talk about

Real talk from people doing the work.

Practical conversations for tax professionals who want to keep learning, growing, and building stronger firms.

01

Firm Growth

Business development, referrals, positioning, and intentional growth decisions.

02

Team Building

Hiring, leadership, systems, and building a stronger team around the work.

03

Client Experience

Creating more value, serving clients better, and strengthening relationships.

04

Future of the Practice

The shifts, opportunities, and leadership decisions shaping the profession.

Built for professionals who want sharper conversations.

Every session is designed to create space for thoughtful discussion, practical insight, and stronger connections with peers.

Featured host

Jonathan S. Kuttin

Jonathan S. Kuttin is a Barron's Hall of Fame Advisor and a leading voice behind Kuttin Consulting Group.

Through the Tax Professional Mastermind, Jon helps guide practical conversations around leadership, firm growth, client experience, and the decisions that help professionals build stronger practices.

Focus Leadership, firm growth, and high-value client relationships.
Format Live virtual discussion with guest speakers and peer insight.
Apply today

Reserve your place in the Tax Professional Mastermind.

Submit your information below and a member of our team will be in touch to confirm your spot and send your Zoom calendar invite.

We look forward to welcoming qualified tax professionals into the next live mastermind conversation.

  • 1Complete the short registration form.
  • 2A member of our team will contact you to confirm your spot.
  • 3Receive your Zoom calendar invite and join the next live mastermind.

Apply for the Mastermind

Submit your information below and a member of our team will contact you to confirm your registration and send your Zoom calendar invite.

Once your registration has been confirmed, we'll email your Zoom calendar invite and session details.

Join the conversation

Step into the room with other top tax professionals.

Connect with fellow tax professionals, learn what is working in firms like yours, and walk away with practical ideas you can bring back to your firm.

Apply for the Mastermind