OFS Tax Professional Training

Learn the Skill. Build Your Clients. Create Another Stream of Income.

OFS helps aspiring tax professionals learn tax preparation, understand the business behind the work, and build with practical systems and ongoing support.

Apply to Join the OFS Tax Team Explore the training

Keep scrolling to see if OFS could be right for you.

Taylor Philmore

Founder, Overtime Financial Solutions

The OFS Difference

We Don't Just Teach Taxes. We Teach the Business.

Preparing a return is one part of the work. Building a professional client experience takes a complete business foundation.

Tax Preparation

Build the knowledge and confidence to serve clients professionally.

Client Experience

Learn how strong communication and service support lasting relationships.

Marketing & Client Acquisition

Understand how to show up, build trust, and reach the people you can serve.

Systems & Technology

Use organized workflows and tools that help the work move efficiently.

Business Development

Think beyond a task and begin building a client-based business.

Ongoing Support

Keep learning with guidance, accountability, and a team around you.

Who We're Looking For

You Don't Have to Be a Tax Expert. But You Do Have to Be Ready to Work.

OFS may be a fit if you are ready to bring the effort and follow the process.

That Sounds Like Me. Apply Now

You are coachable and open to feedback

You communicate professionally

You are willing to market yourself

You can follow systems and complete training

You are self-motivated and consistent

You want to build an additional stream of income

You are prepared to work during tax season

Your Network Is an Asset

What If Your First Clients Are Already in Your Phone?

The relationships, communication skills, and trust you have already built can become a strong starting point when paired with the right professional skill.

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Taylor Philmore

Founder of OFS

Founder Story

I Learned the Game. Now I'm Teaching It.

I did not simply learn how to prepare tax returns. I learned how to build a business around the skill.

Through Overtime Financial Solutions, I developed the systems, marketing strategies, client relationships, business structure, and team that helped me grow.

The work taught me that entrepreneurship is not only about knowing the service. It is about serving people well, staying consistent, following systems, and continuing to learn.

Now I am sharing what I have learned with people who are ready to take the opportunity seriously and do the work.

Business + Tax

A complete professional foundation

Real Systems

Structure for consistent execution

Ongoing Growth

Training, support, and accountability

Taylor's experience is her own. No specific income or business result is promised or guaranteed. Individual results vary.

Inside OFS

More Than a Tax Team.

OFS is built around learning, collaboration, professional development, accountability, and celebrating the work that moves the team forward.

Training

Team Meetings

Tax Season

Celebrations

Professional Development

Wind Down Wednesdays

From the Team

Don't Just Hear It From Taylor. Hear From the Team.

Real reviews from OFS tax team members, in their own words.

“I've gained income. I've gained tax confidence. I've gained personal growth just from joining OFS.”

“It was nothing but Taylor. Taylor was the best influence I ever had to get here.”

The Real Opportunity

Let's Be Clear: This Is a Business Opportunity, Not a Get-Rich-Quick Promise.

You will need to learn the skill.

You will need to communicate and serve clients well.

You will need to market yourself and follow the systems.

You will need to bring consistency, professionalism, and effort.

OFS can provide training, tools, systems, support, and a business framework. The work is still yours to do, and every application is reviewed for fit.

The Process

Your Next Step Starts Here.

Apply

Tell us about yourself, your goals, and why you are interested in OFS.

Get Reviewed

The OFS team reviews each application for alignment and fit.

Take the Next Step

Qualified applicants will receive information about what comes next.

Build Your Next Chapter

Your Next Stream of Income Could Start With Learning One New Skill.

If you are serious about becoming a tax professional, building your client base, and learning the business behind the work, submit your application today.

Apply to Join the OFS Tax Team

Applications are reviewed for fit. Submission of an application does not guarantee acceptance.