How Taylor Built It
The decisions, strategies, and lessons that helped Taylor grow Overtime Financial Solutions into an over $500K tax business.
Free Live Tax Business Masterclass
What If Tax Season Could Change Your Financial Future?
Learn How Taylor Philmore Built an Over $500K Tax Business, and How You Can Start Building a Tax Business of Your Own.
Join Taylor Philmore, Founder of Overtime Financial Solutions, for a free live masterclass where she'll break down how she transformed tax preparation into a thriving business, built a team, created additional streams of income, and used entrepreneurship to create greater financial freedom. This isn't just about learning how to prepare taxes. It's about learning how to build a business.
- October 2, 2026
- 6:00 PM Eastern
- Live Online Masterclass
- FREE Registration
Space is limited. Register now to receive your private Zoom access.
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Taylor Philmore
Founder, Overtime Financial Solutions
Registration
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The Opportunity
You Don't Need Another Side Hustle. You Need a Skill You Can Build On.
Maybe you've been looking for a way to create additional income. Maybe you're already an entrepreneur and want to add another service to your business.
Maybe you've watched other tax professionals build successful businesses and wondered how they did it. Or maybe you're simply ready to stop depending on one source of income.
Tax preparation can be more than seasonal work. When you combine the right tax knowledge with marketing, client acquisition, systems, support, and business strategy, it can become the foundation of a real business.
Taylor is going to show you how.
Meet Taylor Philmore
From Preparing Taxes to Building an Over $500K Business
Taylor Philmore didn't simply learn how to prepare tax returns. She learned how to build a business around the skill.
Through Overtime Financial Solutions, Taylor developed the systems, marketing strategies, client relationships, business structure, and team necessary to grow her tax business to over half a million dollars in revenue.
That growth helped create something even bigger: Options. More control over her income. More freedom over her lifestyle. And the ability to teach other people how to build something of their own.
Now she's opening the doors and showing aspiring tax professionals what she's learned.
Over $500K
Tax Business Built
Business + Tax
Not Just Tax Preparation
Real Systems
Training • Marketing • Support
Past performance and Taylor's individual business results do not guarantee future income or results. Individual results vary based on effort, experience, market conditions, client acquisition, compliance, and other factors.
What You'll Learn
What Taylor Is Breaking Down Live
The Tax Business Opportunity
Understand the difference between simply preparing tax returns and building an actual tax business.
Finding Clients
Why learning tax preparation isn't enough, and how marketing and relationship-building become part of growing your book of business.
Building Multiple Income Streams
How learning a valuable professional skill can become part of a broader entrepreneurship and financial strategy.
What New Tax Professionals Need
Get a realistic look at the training, tools, systems, compliance, marketing, and support required to enter the industry professionally.
The OFS Opportunity
Learn what it looks like to train with Taylor and potentially become part of the Overtime Financial Solutions tax team.
Read This Carefully
This Is NOT a Get-Rich-Quick Webinar.
Taylor will teach you the strategy. OFS can provide education, systems, tools, support, and a business framework. But nobody can give you hustle.
Building a successful tax business requires learning the skill, serving clients, marketing yourself, staying compliant, following systems, and doing the work.
If you're looking for overnight money without effort, this isn't for you.
But if you're coachable, motivated, willing to learn, and serious about building another source of income... You may be exactly who Taylor is looking for.
Who It's For
You May Already Have the Foundation.
Some of the best future tax professionals are already entrepreneurs, professionals, connectors, and community leaders.
Hairstylists & Beauty Professionals
You already understand repeat clients, referrals, relationships, and personal branding.
Realtors
You already know how to network, build a database, market yourself, and nurture relationships.
Insurance & Financial Professionals
You're already accustomed to client conversations and financial services.
Notaries & Service-Based Entrepreneurs
Adding another professional service may expand the value you can provide your network.
Corporate Professionals
Build a professional skill that can potentially create another stream of income.
Aspiring Entrepreneurs
If you've wanted to start a business but weren't sure what service to build around, this masterclass can help you explore the tax industry.
You may already know your first 25 clients. You may simply be missing the skill and the system.
Why OFS
Don't Just Learn Taxes. Learn the Business.
Learning Tax Preparation
- Tax knowledge
- Preparing returns
- Tax software
- Compliance basics
Building a Tax Business with OFS
- Tax education
- Business systems
- Marketing strategy
- Client acquisition
- Professional development
- Coaching
- Community
- Support
- Accountability
- Opportunity to grow
Knowing how to prepare a return makes you a tax preparer. Knowing how to attract, serve, and retain clients is how you begin building a tax business.
Financial Freedom
Financial Freedom Isn't Just About Making More Money.
It's about creating options. The option to build another source of income. The option to create something you own. The option to develop a professional skill that can continue serving you. The option to stop relying entirely on one paycheck.
Taylor's journey with Overtime Financial Solutions helped her create a lifestyle with greater flexibility and financial opportunity. During this masterclass, she'll explain the business decisions behind that journey, not just show you the lifestyle that came from it.
Don't chase the lifestyle. Learn what was built to create it.
Next Step
Ready to Go From Watching to Building?
Attending the masterclass is your opportunity to learn. Applying to OFS is your opportunity to take the next step.
If you're serious about becoming a tax professional, learning the business, and potentially joining Taylor's growing tax team, complete the OFS application.
Applications close October 3, 2026
Application does not guarantee acceptance.
FAQ
Questions? We've Got Answers.
Last Call
One Skill Could Open the Door to an Entirely New Business.
You've watched other people build. You've thought about creating another stream of income. You've wondered whether the tax industry could be an opportunity for you.
Now come learn from someone who has actually built the business. Join Taylor Philmore live and see what's possible when you stop thinking like a tax preparer and start thinking like a business owner.
- October 2, 2026
- 6:00 PM Eastern
- LIVE ONLINE
- FREE REGISTRATION
Masterclass starts in
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Days
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Hours
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Minutes
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Seconds