Welcome to Beyond 4/15

Good People.
Great Conversations.

Some of the best learning happens when people come together, ask questions, share experiences, and challenge the way they've always done things. That's why we've created opportunities to connect, learn, and grow without having to sign up for a paid program first.

Real Conversations

No carefully scripted answers or pretending business ownership is always easy. We talk about the challenges, decisions, and realities entrepreneurs and tax professionals face.

Practical Learning

Ideas you can think through, questions worth asking, and perspectives you can apply to your own circumstances. Because understanding the why matters just as much as knowing the what.

Meaningful Connections

Find people who understand your challenges, share what they've learned, and remind you that you don't have to figure out every part of business ownership alone.

You don't have to become a coaching client to be part of the conversation. Just show up ready to learn.

Free Live Experiences

Join Us Live.

Bring your questions, your curiosity, and your willingness to look at things from a different perspective. Whether you're navigating tax law, running a tax practice, or building a business in another industry, there's a conversation here for you.

Free • Tax Professionals Only

Office Hours

Forget the canned presentations and one-size-fits-all answers. Office Hours is a live, interactive conversation where tax professionals bring their real questions, challenges, and experiences to the table. No predetermined agenda. Just the issues that matter to the people in the room.

Join Demi Woodson and Chuck Woodson, EA, as conversations move from tax preparation and complex tax law to IRS notices, client management, pricing, procedures, and everything in between. Chuck brings decades of technical tax knowledge and real-world case experience, while Demi shares the practical strategies, systems, and lessons learned from running a tax practice.

You'll hear how experienced professionals approach complicated situations, why the details matter, and how seemingly simple questions can lead to unexpected answers. And sometimes the most valuable thing you'll learn comes from someone else's question — one you didn't even know you needed to ask.

Mondays | 10 AM Pacific
Interactive Zoom meeting • Tax preparation, tax law & practice management • Tax professionals only
Register for Office Hours
Free • Entrepreneurs in Every Industry

Mindset Mastery:
Unfiltered

The conversations entrepreneurs need to have — but rarely do. About the doubts, decisions, expectations, boundaries, and thought patterns that can hold us back without us even realizing it.

Join Demi Woodson and Tashara Gray for candid, sometimes hilarious, and always thought-provoking conversations inspired by real questions and real challenges. Tashara brings the situations entrepreneurs are wrestling with, and together they explore what happens when you look at the same problem from a completely different angle.

Sometimes a single question changes everything. Sometimes it's just one word. You may not leave with every answer, but you just might leave questioning something you thought you already knew. And you'll discover you're probably not the only one dealing with it.

Mondays | 4 PM Pacific
Interactive Zoom webinar • All entrepreneurs welcome • Bring your questions • No camera required
Register for Mindset Mastery

No complicated application. No expensive commitment. Just an opportunity to learn, connect, and be part of the conversation.

Catch Up on the Conversations

Missed It Live? Keep Learning.

Life happens. Schedules get complicated. And sometimes you discover a conversation you wish you'd been part of. Here's how to catch up on what you missed.

Free Replay Library

Mindset Mastery: Unfiltered

Keep the Conversation Going.

Some conversations deserve a second listen. Especially the ones that make you stop and think, "Well, I never looked at it that way before."

Revisit candid conversations with Demi Woodson and Tashara Gray about the real challenges entrepreneurs face — from boundaries and expectations to confidence, difficult decisions, and the thought patterns that can quietly hold us back.

Watch when it works for you. Come back when something hits differently. You might discover that a conversation you missed is exactly the one you needed to hear.

Open to entrepreneurs in every industry. No membership required to explore the replays.
Tax Pro Toolbox Members Only

Office Hours

Behind Closed Doors.

Tax law isn't always a simple yes-or-no answer. The facts matter. The circumstances matter. And sometimes the most important part of the conversation is understanding why.

Office Hours recordings give Tax Pro Toolbox members the opportunity to revisit discussions with Demi Woodson and Chuck Woodson, EA, covering tax preparation, technical tax law, practice management, and the unexpected questions that come up along the way.

These recordings stay within our professional membership community, where complex tax discussions belong in the hands of people who understand the importance of context. And they're just one of the resources available inside the Tax Pro Toolbox.

Replay access is included with paid Tax Pro Toolbox membership. Live Office Hours attendance remains free for tax professionals.

Can't make it live? You can still learn from the conversation. Whether you're looking for a fresh perspective or a deeper understanding of a professional challenge, there's always something worth revisiting.

The Tax Preparer Support Group

Find Your People.

Because nobody should have to figure out this industry alone.

Tax preparation can be a surprisingly lonely business. You're making decisions, navigating complicated situations, managing clients, and trying to keep up with an industry that never seems to stand still.

Our private Facebook community brings tax professionals together to ask questions, share experiences, exchange ideas, and learn from people who understand the realities of the work.

Whether you're building your first client base or you've been preparing returns for decades, there's value in connecting with others who speak your language. Sometimes you need an answer. Sometimes you need another perspective. And sometimes you just need someone who gets it.

Join the Tax Preparer Support Group

A quick note before joining: This group is exclusively for tax professionals. You'll be asked to answer a few membership questions, including providing your PTIN. We don't maintain a separate record of your screening answers; they're used to help verify professional eligibility. Facebook's Admin Assist automatically declines requests when the required questions aren't answered.

11K+

Tax Professionals in the Community

Different backgrounds. Different levels of experience. Different approaches to running a practice. One shared understanding of what it means to work in the tax industry.

Private Facebook Group • Free to Join

Your Next Step

When You're Ready for More.

Sometimes a conversation is all it takes to see something differently. Other times, that conversation is just the beginning.

Ready to Turn Ideas Into Action?

If you're ready to go beyond the conversations and dig deeper into building a stronger business, we have additional opportunities for learning, strategy, and professional growth.

From structured practice management training and continuing education to more personalized coaching, you can explore the options and decide what makes sense for you, your business, and where you want to go next.

Explore Coaching & Training

And if you're happy right where you are? Keep showing up. Keep asking questions. Keep being part of the conversation. There's always a place for you here.

All the information within this membership site is copyrighted material and any reproduction or sharing of content without permission is prohibited

Contact Us

(858) 277-8780

[email protected]

Contact Us

(858) 277-8780

[email protected]

Privacy Policy

San Diego, CA

Privacy Policy

San Diego, CA

2018 - 2023 Beyond 4/15 Tax Coaching. All rights reserved.