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THE SUMMIT IS OVER. THE RECORDINGS ARE NOT.

You missed the room.
You do not have to miss the work.

The Tax Pros Edge AI Summit ran live June 3 and 4, 2026. Two days of live builds: a content engine in your own voice, an off-season lead funnel, retention and reactivation systems, and your first working AI agent. The room is closed. The recordings, the full prompt kit, and every workbook are yours for a one-time $99. Lifetime access.

One-time payment. Lifetime access. Delivered inside the Tax Resolution Academy(R) community. This offer closes June 22, 2026.

The work did not stop because the event ended.

Here is what is still true.

From November through February you are buried. From May through October the phone goes quiet. You market when you have time, which means you do not market at all. The tax pros who stay booked in the off-season are not working harder than you. They built systems that keep running when they are not at the desk.

We built those systems live, on screen, across two days. A content engine in your voice. An off-season lead funnel from one piece of content. A retention and reactivation system. A working AI agent, built in the room.

If you were not there, you do not have to start from scratch. You can watch every build, pause it, and do it alongside the recording. Same outcome. Your schedule.

Get the recordings.

Here is everything in the bundle.

  • Full Recordings of Both Days
    Every session, every live demo, every workshop. Day 1 and Day 2, start to finish. Pause, rewind, replay the AI agent build as many times as you need.

  • The 50 Done-For-You AI Prompts and Templates
    Every prompt used across both days, organized and labeled. Voice-profile template, content-engine prompt, lead-funnel prompts, consult prep brief, discovery-call question bank, reactivation campaign, AI use policy. All 50.

  • Both Attendee Workbooks (Day 1 and Day 2)
    The full fill-in workbooks attendees used in the room. Follow along with the recording, step by step.

  • Both Slide Decks (PDF)
    Day 1 and Day 2 slides, downloadable, for reference.

  • The 30-60-90 Day AI Implementation Plan
    The fill-in plan plus the detailed Build-It-Out Booklet. The answer to "what do I actually do on Monday?"

  • BONUS - The AI for Tax Professionals Online Course
    The full course, step by step: integrating AI into a tax practice across client communication, workflow, research, and content. Normally a members-only resource. Yours with this bundle.

Regular value $497. Today, $99. Lifetime access.

Here is what one attendee said

"Thank you for the Tax Pros Edge AI Summit. The information presented was invaluable and extremely helpful for my business. Your expertise and knowledge of the subject were evident throughout the presentation, and you explained everything in a clear and engaging manner. You are an excellent teacher, and I truly appreciate the time and effort you put into sharing your insights."

- Samantha Plank, CPA - Oklahoma

What is on the recordings.

Day 1 - Marketing and Lead Generation

  • Speaking AI's language without the jargon
  • LIVE DEMO: a month of marketing in 30 minutes, in your voice
  • WORKSHOP: build your own content engine
  • LIVE DEMO: filling the off-season pipeline
  • Compliance corner

Day 2 - Sales, Retention, and Your First AI Agent

  • LIVE DEMO: sell more without the hard sell
  • LIVE DEMO: win back the clients you already have
  • WORKSHOP: build your first AI agent in Claude Co-work
  • Compliance: Circular 230, PII, and the marketing line
  • Your 30-60-90 plan

This is for you. And it is not for everyone.

This is for you if:

  • You are a CPA, EA, or tax attorney with an active practice
  • You missed the live summit, or attended free and want everything
  • You market inconsistently, or not at all, between February and October
  • You want working tools, not another folder of notes

This is NOT for you if:

  • You want to watch passively and never build anything
  • You are looking for someone to do the work for you
  • You are brand new to tax and have never had a client

Your instructor.

Dan Henn, CPA, CTR

Dan Henn, CPA, CTR™

CPA with over 30 years in tax representation and tax consulting experience. Co-founder of Tax Resolution Academy®. Author of "Hidden Profits in Your Tax Practice" (2023) and "41 Dangerous IRS Tax Red Flags" (2021). Quoted in The New York Times and Business.com.

I am not a marketing coach who has never seen a return. I am a tax pro who figured out how to stop losing revenue in the off-season and built the systems to keep the pipeline moving. This is what I would show a colleague across a conference table.

This closes June 22, 2026.

The recordings are available at $99 through June 22, 2026. After that, this bundle comes down. There is no "I will get to it in the fall" button. Decide now.

No value, no charge.

Watch the recordings. Use the prompts. If you do not get value, email us within 14 days and we will refund your $99. No argument. We built this to be useful, not impressive-looking.

The Complete Bundle

TAX PROS EDGE AI SUMMIT 2026

Recordings and Materials Bundle

$99 $497

One-time payment. Lifetime access. Delivered inside the Tax Resolution Academy® community.

Questions.

When do I get access?

Right after checkout. You will get an email with your access link to the Tax Resolution Academy® Circle community where the recordings and materials live.

Is access really lifetime?

Yes. Once you buy, the recordings and materials stay in your library as long as the Tax Resolution Academy® exists.

I attended the free summit. Do I need this?

The free seat was live-only. This is how you keep the recordings, the full 50-prompt kit, the workbooks, and the 30-60-90 plan for good. Plus, you get the AI for Tax Pros online course as a bonus.

Is this CPE eligible?

No. This is the recorded summit content and materials, not a CPE-credit course.

What if it is not useful to me?

Email us within 14 days for a full refund. See the guarantee above.

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