ATTENTION CPAs & ENROLLED AGENTS WHO ARE TIRED OF BEING TREATED LIKE A COMMODITY...
Give Me 2 Days And I'll Show You How I've Saved My Clients Over $1T In Taxes And How You Can Use The Same "Hidden Tax Strategies" I Used To Save Your Clients Millions...
Without Complex Code Interpretation Or Risk Of Audit So You Can Finally Stop Trading Hours For Dollars And Start Commanding $25,000+ Per Client As A Premium Tax Strategist
This Private Event Is Starting In…
Virtual Event
Jan 29th - 30th
8 AM PST / 10 AM CST / 11AM CST
The 'Wealthy Client Trap' That's Keeping Most CPAs Stuck At $250/Hour..
Here's the uncomfortable truth about our profession…
While most CPAs and EAs are grinding away doing tax returns for $150-250 per hour, an elite group of tax strategists are keeping up with the tax law changes and quietly earning $1,000 to $5,000+ per hour working with fewer, better clients.
What's their secret?
They've discovered what the ultra-wealthy have known for years - there's a completely different playbook for tax planning that 95% of tax professionals don't even know exists.
In 2022, the Treasury Department collected $3.3 TRILLION from individuals... but only $343 BILLION from corporations.
This $3T difference exists because wealthy individuals and corporations are using sophisticated tax strategies that most CPAs never learn about in traditional training or CPE courses.
Hey there,
I’m Jacquline Matoza
And for over 16 years, I've been the "secret weapon" for the top 1% in the United States, managing tax strategies for both corporations and high-net-worth individuals.
Using the strategies I'm about to share with you, my clients have legally saved over $1T in taxes - while paying premium fees for this expertise.
The $1T 'Wake-Up Call' That Changed Everything In My Practice...
I discovered these strategies while working with ultra-wealthy clients who were frustrated with traditional CPAs.
These clients weren't looking for basic tax compliance - they wanted sophisticated strategies to minimize their tax burden. The problem?
Most CPAs weren't equipped to help them.
That's when I realized something that changed everything for me…
There's a massive gap between what wealthy clients need and what most tax professionals provide.
I spent years developing and refining these strategies, and now I'm on a mission to help other CPAs and EAs transform their practices by serving clients at a higher level.
Which Is Why I Created The Only Event That Shows CPAs & EAs How To 'Exit' The Commodity Trap And Get 'Rich' Serving Elite Clients..
Introducing The Exit Rich 2-Day Intensive...
DAY 1
Advanced Tax Strategy Foundations
Discover actionable strategies to help your clients legally reduce their tax bills and keep more of their hard-earned mone
Learn how to sidestep the common pitfalls that hinder long-term wealth accumulation and financial stability.
Explore how proper legal frameworks can minimize taxes and protect assets effectively.
Gain insider knowledge on real estate and oil & gas hacks to supercharge your portfolio and create wealth.
Implement proven strategies for creating tax and wealth plans that ensure a powerful financial close to any year.
DAY 2
Implementation & Scale
Unlock tax benefits like depreciation, cash flow, and equity building to maximize returns and legally reduce tax liabilities.
Learn a systematic approach to setting financial goals, eliminating debt, and leveraging safe investments for sustainable wealth growth.
Gain insights into restructuring entities, reviewing old returns, and automating financial processes to save time and increase efficiency.
Equip yourself with actionable year-end tax planning checklists to help clients retain more money and improve financial outcomes.
The secret behind how I attract and close high net worth clients who pay me $25,000 (or more) as their tax strategist… And how I outsource 90% of the work to my team
Which Is Why I'm Giving Away A Small Number Of FREE Tickets To Qualified CPAs & EAs
Here's the truth…
Most paid events focus on filling seats.
But I'm looking for something different - I want to work with action-takers who are ready to implement these strategies.
That's why I'm offering a LIMITED number of FREE tickets, but only to qualified CPAs and EAs who meet specific criteria.
Three Reasons Why This Opportunity Is Different…
IMPLEMENTATION FOCUSED
This isn't another theory-heavy CPE course. You'll leave with actual blueprints, templates, and systems you can use immediately to transform your practice.
PROVEN STRATEGIES
Everything I'm sharing has been battle-tested with real clients who've saved millions in taxes. These aren't hypothetical scenarios - they're strategies that work in the real world.
ELITE COMMUNITY
By attending, you'll join a select group of forward-thinking tax professionals who are redefining what's possible in our industry. The networking alone could be worth tens of thousands to your practice.
Here's How To Reserve Your Free Ticket...
1. Click the button below
2. Complete the brief application
3. Receive your event access details (Or a rejection if we are beyond the limited number of seats)
Where Will You Be 12 Months From Now?
MOST CPAs & EAs:
Still charging by the hour
Competing with low-price firms
Working longer hours each year
Losing top clients to strategists
Stuck in the compliance trap
Feeling undervalued and overworked
EXIT RICH GRADUATES:
Commanding $25k-$100k+ per client
Leading with strategic advisory services
Attracting ideal high-net-worth clients
Working fewer, more profitable hours
Implementing advanced tax strategies
Building a premium, respected brand
The Real Cost Of Waiting...
Every day you continue focusing on basic compliance:
Another ideal client signs with a strategic advisor
You leave thousands in potential fees on the table
The gap between you and premium firms grows wider
More CPAs discover better advanced strategies
Your practice remains stuck in the commodity trap
The market for sophisticated tax strategy isn't just massive - it's growing exponentially.
But this opportunity is only available to those who position themselves correctly and have the right systems in place.
Think about it: How much longer can you afford to watch other firms land the clients you want, charge the fees you deserve, and build the practice you dream about?
Your Next Step Is Simple...
The accounting profession is dividing into two camps:
Those stuck in the compliance trap, competing on price
Elite strategists commanding premium fees for advanced planning
Which camp will you be in?
Don't let another tax season pass while watching your ideal clients work with other firms.
Don't spend another year trading hours for dollars when you could be building a premium practice.
The strategies you'll learn at Exit Rich have already helped my clients save over $1T in taxes.
Imagine implementing just one of these strategies in your practice...
Your free ticket is waiting - but only if you hurry so act now!
To your success
Jacqueline Matoza,
CPA Tax Strategist to the 1%
P.S. Remember, these tickets are FREE but extremely limited. Once they're gone, they're gone. Don't wait - claim yours now.
P.P.S. The strategies you'll learn have helped my clients save over $1T in taxes. Imagine what implementing just one of these strategies could do for your practice.
P.P.P.S. Your best potential clients are already paying for tax strategy advice - they're just not paying YOU for it. Let me show you how to change that at Exit Rich.
EARNINGS DISCLAIMER:
The Exit Rich event, hosted by Jacqueline Matoza and theundercovernerd.com, is designed to provide you with valuable insights, strategies, and tools to improve your business and personal financial outcomes. However, please note the following:
No Guarantees of Results:While our event provides proven strategies and actionable advice, your success depends on many factors, including your personal efforts, business model, market conditions, and other variables beyond our control. We cannot and do not guarantee specific financial or business results from attending this event.
Individual Results May Vary:The testimonials, case studies, or examples shared during the event represent the experiences of specific individuals or businesses and are not typical. Your results may differ based on your unique situation and circumstances.
Educational Purpose Only:All content, materials, and advice presented at the Exit Rich event are for informational and educational purposes only. It is not intended to replace personalized financial, legal, or business advice. Please consult with qualified professionals before making any decisions that could impact your business or financial situation.
Risk Acknowledgment:Participation in any business strategy, investment, or opportunity carries inherent risks. By attending the Exit Rich event, you acknowledge these risks and agree that neither Jacqueline Matoza nor theundercovernerd.com is liable for any financial or business decisions you make based on the event's content.
By attending or participating in the Exit Rich event, you agree to these terms and accept full responsibility for your own outcomes.
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