For Tax Preparers & Tax Professionals
FROM TAX
PREPARATION
TO TAX
STRATEGISTS
The shift from filing returns to becoming a real tax strategist —
building wealth, reducing tax liability, and creating long-term financial
freedom for your clients and your own practice.
Includes Audiobook
Written by a tax pro who's been in the industry since 2019 and has trained other preparers to make this exact transition.
For Tax Preparers & Tax
Professionals
FROM TAX
PREPARATION
TO TAX
STRATEGISTS
The shift from filing returns to becoming a real tax strategist —
building wealth, reducing tax liability, and creating long-term financial
freedom for your clients and your own practice.
Includes Audiobook
Written by a tax pro who's been in the industry since 2019 and has trained other preparers to make this exact transition.
The Cost of Staying "Just a
Preparer"
Tax season pays you once. Strategy pays you all year.
Seasonal income
Four frantic months, then eight
months of silence in the bank
account.
Commoditized pricing
Your fee gets compared to the storefront down the street and the software online.
Clients shop on price
Loyalty disappears the moment someone advertises a cheaper return.
No off-season revenue
Nothing to sell between April and January — and no reason for clients to call.
The Cost of Staying "Just a Preparer"
Tax season pays you once. Strategy pays you all year.
Seasonal income
Four frantic months, then eight
months of silence in the bank
account.
Commoditized pricing
Your fee gets compared to the storefront down the street and the software online.
Clients shop on price
Loyalty disappears the moment someone advertises a cheaper return.
No off-season revenue
Nothing to sell between April and January — and no reason for clients to call.
About the Author
Stephedena Simon
Founder & CEO — STS Tax Strategies
I entered the tax industry in 2019 with one goal: help everyday taxpayers actually understand their taxes and get the results they deserved. Like most professionals, I started with preparation — learned the code, built my clientele, trained other tax
professionals, and filed hundreds of returns.
The more business owners I worked with, the clearer it became: by the time a client sits down to file, most of the chances to legally reduce their liability have already passed. That realization changed the direction of my career
Tax preparation tells you what happened. Tax strategy helps you decide what happens next — and this playbook is how I teach other preparers to make that switch.
Look Inside
Real strategies, spelled out — not vague
promises.
01
Reasonable Compensation
How to set defensible S-Corp owner salaries that survive scrutiny and still cut self-employment tax.
02
The Augusta Strategy
Renting a home to the business for up to 14 days a year — documentation, pricing, and the traps.
03
Accountable Plans
Turn owner out-of-pocket costs into clean, deductible reimbursements instead of messy draws.
04
PTET & Self-Rental
Pass-through entity tax elections and self-rental structures that move real money for your clients.
Plus Health Insurance for Owners, entity structure, and the full S-Corp strategy chapter.
Look Inside
Real strategies, spelled out — not vague
promises.
01
Reasonable Compensation
How to set defensible S-Corp owner salaries that survive scrutiny and still cut self-employment tax.
02
The Augusta Strategy
Renting a home to the business for up to 14 days a year — documentation, pricing, and the traps.
03
Accountable Plans
Turn owner out-of-pocket costs into clean, deductible reimbursements instead of messy draws.
04
PTET & Self-Rental
Pass-through entity tax elections and self-rental structures that move real money for your clients.
Plus Health Insurance for Owners, entity structure, and the full S-Corp strategy chapter.
What You Walk Away With
More strategy. Bigger opportunities.
A wealthier tomorrow.
Includes Audiobook
What You Walk Away With
More strategy. Bigger opportunities.
A wealthier tomorrow.
Includes Audiobook
I had a great experience, they were very professional and I received the most refund ever without being audited. Thanks STS Tax Repair.
I had an excellent experience with STS Tax Repair! They were professional, knowledgeable, and made the entire tax process easy to understand. I appreciate their attention to detail and commitment to getting the best results. Highly recommend for anyone looking for reliable tax services!
STS Tax Repair has been amazing to work with! Stephedena and her team are highly professional, guiding me through the entire process until I received my refund. They’ve definitely earned a lifelong client in me.
As someone with complex rental property income, I needed experts who understand real estate taxation. STS exceeded all expectations. Five years running and counting!
Very professional, and and answered all of my questions very thoroughly. I definitely would recommend!
Knowledgeable, and efficient. Sts Tax repair and their professional service #1
I had a great experience, they were very professional and I received the most refund ever without being audited. Thanks STS Tax Repair.
I had an excellent experience with STS Tax Repair! They were professional, knowledgeable, and made the entire tax process easy to understand. I appreciate their attention to detail and commitment to getting the best results. Highly recommend for anyone looking for reliable tax services!
STS Tax Repair has been amazing to work with! Stephedena and her team are highly professional, guiding me through the entire process until I received my refund. They’ve definitely earned a lifelong client in me.
The Offer
Choose your format
Learn the strategies, systems, and mindset needed to transition from preparing tax returns to
providing year-round tax strategy.
Digital Tax Strategy
Playbook
- Full ebook (instant download)
- Strategy chapters with real examples
- Lifetime access to your copy
Audiobook Experience
- Complete audiobook version
- Strategy chapters narrated with real examples
- Lifetime access to your copy
Complete Playbook +
Audio Bundle
- Full ebook (instant download)
- Complete audiobook version
- Strategy chapters with real examples
- Lifetime access to your copy
No certification exam. No bloated program. Just the playbook.
Questions
I'm not certified yet — is this for me?
Yes. This playbook is written for working preparers at any level. There's no exam, no prerequisite credential — just the strategies and the language you need to start planning instead of only filing.
How is this different from a certification program?
Institutes and coaching certifications cost thousands and take months. This is the same transformation — prep to proactive planning — as a low-cost, self-paced playbook you can apply this season.
What's the difference between the three options?
The Digital Tax Strategy Playbook ($99) gets you the full ebook. The Audiobook Experience ($89) gets you the complete audio version. The Complete Playbook + Audio Bundle ($149) includes both, delivered instantly by email after checkout — and saves you $39 versus buying them separately.
What's the refund policy?
[Refund policy placeholder] — confirm the terms you'd like shown here and we'll drop them straight in.
Stop filing. Start strategizing.
Ebook + audiobook, delivered to your inbox the moment you check out.