ORLANDO, FL | JULY 23-24, 2026 | ONLY 12 SEATS AVAILABLE
or location near you
Walk Out with Working AI Systems
for Your Firm.
A hands-on, build-along boot camp for tax professionals. Two days. Real AI systems you build yourself. You leave at 5 PM on Day 2 with Claude Code running real work in your practice - not a notebook of theory.
THE PROMISE
You leave with a system,
not theory.
Your AI, Trained on Your Voice
You build a Claude Code agent trained on your own words, your firm's SOPs, and your client communication style. It sounds like you. It knows your process. It works while you sleep.
Real Firm Tasks. Running.
Client intake triage. IRS notice review. Resolution case workflows. Content drafting. You pick the tasks that eat your time. You build the AI that handles them.
A Private Business Brain
A structured knowledge base built on your own documents - your templates, your notes, your practice history. Claude Code pulls from it. Every answer gets smarter the more you add.
THE EVENT
Two days. One city.
Twelve seats.
DATES
Thursday, July 23 and
Friday, July 24, 2026
9:00 AM - 5:00 PM Eastern each day
LOCATION
[Hotel near Orlando Airport (MCO) - venue announced after registration]
Orlando, Florida
SEATS
Hard cap: 12 attendees
[Seats Remaining: 10]
Registration closes July 10, 2026
ADDITIONAL LOCATIONS (LIMIT OF 12 PER LOCATION)
More Two-Day Boot Camps In Other Cities.
If Orlando dates do not work, seats are also available at these upcoming two-day AI-for-tax boot camps in other cities.
Atlanta
August 13–14 (Two-day boot camp). Registration closes July 31, 2026.
New York/Newark
October 19–20 (Two-day boot camp). Registration closes October 5, 2026.
Dallas
December 3–4 (Two-day boot camp). Registration closes November 19, 2026.
Chicago
December 10–11 (Two-day boot camp). Registration closes November 26, 2026.
Dan Henn, CPA, CTR™
Co-Founder, Tax Resolution Academy®
YOUR INSTRUCTOR
Dan is a CPA and Certified Taxpayer Representative™ who has spent years training tax professionals to build better practices. He is the co-founder of the Tax Resolution Academy®, where he has helped thousands of tax pros add IRS representation to their practice and reclaim their time.
He is also running his entire Academy on an AI-powered team. Not a team that uses AI as a gimmick. A team where AI agents handle actual firm work: research, content, client communications, operations.
This boot camp exists because he cannot teach what he is doing in a webinar. You need to build it with your hands, with real data from your practice, in a room where you can ask questions and get it actually working before you leave.
The reason for 12 seats is not theater. Twelve people is the number Dan can work with directly over two days. Everyone gets hands-on time. Nobody sits in the back row watching.
Dan Henn, CPA, CTR™ - Co-Founder, Tax Resolution Academy®
THE AGENDA
What you build,
hour by hour.
Every block ends with a working deliverable. You are not watching demos. You are building alongside Dan.
DAY 1 - Thursday, July 23
FOUNDATIONS
9:00 AM - 5:00 PM Eastern
DAY 2 - Friday, July 24
THE POWERFUL BUILDS
9:00 AM - 5:00 PM Eastern
BY 5 PM ON DAY 2
You walk out with these.
Built by you.
1.
A Firm Work Audit and personalized build map
Your practice sorted by tier. Your 5 build targets named. Your Day 2 priorities on paper.
2.
A working Claude Code environment
Configured for your tax practice. Your voice, your prompts, your project structure.
3.
A private Business Brain knowledge base
Loaded with your SOPs, engagement language, templates, and client workflow steps. Your AI knows how your firm works.
4.
A content agent trained on your voice
Drafts client emails, IRS response letters, LinkedIn posts, and follow-up sequences. Trained on your actual writing samples.
5.
Three custom Skills on demand
Your notice-response command. Your case-summary brief generator. Your deadline-and-next-step tracker. One command, full output.
6.
An agent you built by using Claude as the architect
The method that lets you build any future agent the same way. Not a one-time trick. A repeatable process.
7.
Three agents that will work in your practice and won't complain
Three integrated practice-management agents. New client structured and briefed. Incoming notice identified and routed. Case walked from intake to option analysis.
8.
A marketing content agent
Lead magnet drafts. Email sequences. Social posts. All in your voice. On demand.
9.
A client communication agent
Onboarding packets. Status update emails. Consultation prep briefs. Your format, your tone.
10.
One internal tool or mini-app
Your choice: penalty abatement pre-qualifier, OIC pre-qualifier, engagement scope builder, or deadline tracker. Built and tested.
11.
A System Documentation one-pager for your top 3 builds
So your team or VA can run these without you explaining it from scratch every time.
12.
A 30-Day Implementation Worksheet
Which system goes live Week 1. Who runs it. What live means. An actual plan you walk out holding.
Results vary. Individual outcomes depend on the complexity of your practice, your technical comfort level, and your implementation after the event. These are the builds every attendee works on during the two days. Your specific results will depend on your firm's situation and the effort you put in after you leave.
WHAT OTHERS SAY ABOUT WORKING WITH DAN AND THE Tax Resolution Academy®
Tax Professionals Who Have
Been In The Room.
These quotes are from attendees of Tax Resolution Academy® live events and training programs.
"One of the most practical AI trainings I have taken. Dan gave a clear framework for using AI to create content, improve client intake, build lead magnets and funnels, and automate routine tasks. I left with specific tools, templates, and action steps I could put to work immediately, and I have already begun using several in my practice."
Mark Dednah, EA, CTR™ - Massachusetts
"Dan's AI training was invaluable and extremely helpful for my business. His expertise was evident throughout, and he explained everything in a clear and engaging way. He is an excellent teacher."
Samantha Plank, CPA - Oklahoma
INVESTMENT AND REGISTRATION
Three tiers.
One deadline.
GENERAL PUBLIC
General Public
$2,000
Per person, all-inclusive
Two full days with Dan Henn, CPA, CTR™ (9 AM - 5 PM each day)
All training materials and reference guides
Working AI systems you build and keep
Small group (12 attendees max)
Breakfast both days
Venue announced after registration
Or hold your seat with a $500 refundable deposit today.
Balance of $1,500 due by July 10, 2026.
Deposit is refundable in full through
June 30, 2026.
TRA MEMBER RATE
Tax Resolution Academy®
and TUTRSS Members
$1,500
$2,000
Enter code from inside the Member Event at checkout
Two full days with Dan Henn, CPA, CTR™ (9 AM - 5 PM each day)
All training materials and reference guides
Working AI systems you build and keep
Small group (12 attendees max)
Breakfast both days
Venue announced after registration
Or hold your seat with a $500 refundable deposit today.
Balance of $1,000 due by July 10, 2026.
Deposit is refundable in full through
June 30, 2026.
ELITE MEMBER RATE
Elite Success Inner Circle Mastermind Members
$1,000
$2,000
Enter code from inside the Elite Discussion area at checkout
Two full days with Dan Henn, CPA, CTR™ (9 AM - 5 PM each day)
All training materials and reference guides
Working AI systems you build and keep
Small group (12 attendees max)
Breakfast both days
Venue announced after registration
Or hold your seat with a $500 refundable deposit today.
Balance of $500 due by
July 10, 2026.
Deposit is refundable in full through
June 30, 2026.
Registration closes Friday, July 10, 2026
The $500 Deposit Is Fully Refundable Through June 30.
Not sure yet? Reserve your seat with the $500 refundable deposit. Apply today and pay the deposit at checkout. If anything changes before June 30, 2026, request a full refund. No questions. No runaround. After June 30, deposits convert to non-refundable and count toward your balance. Balance due July 10, 2026.
QUESTIONS
Here is what people ask
before registering.
We want you to be absolutely certain before securing one of the 12 seats. Review the details below to ensure this hands-on boot camp is the right fit for your practice. If you still have questions, contact our support team.
What laptop do I need to bring?
Any Mac or Windows laptop from the last four years. It needs to have the ability to connect two Wi-Fi and the ability to install software. If you are not sure whether yours qualifies, email us at the address in the footer before you register.
Do I need to know AI or coding already?
No coding required. Claude Code is a natural-language AI system - you work with it in plain English. Some comfort with technology helps, but you do not need a programming background. If you can navigate your tax software, you can do this.
What is Claude Code?
Claude Code is Anthropic's AI coding and automation platform. It lets you build custom AI agents, automate tasks, and create a private knowledge base using plain-language instructions. No coding required for the builds we focus on at this boot camp.
Who is this boot camp for?
Tax professionals in active practice - EAs, CPAs, and tax attorneys, who want to build real AI systems for their firm. This is not for people just curious about AI. This is for practitioners who are ready to build and implement.
I am a Tax Resolution Academy® member. How do I get my member price?
It depends on your membership level. Tax Resolution Academy® members and TUTRSS members: look for your code inside the members platform for this event in the event calendar and then at checkout enter the code to register at $1,500 (save $500 off the public rate). Elite Success Inner Circle Mastermind members: look for your code inside the members platform for the Elite Discussion Group, the code will be posted there and then at checkout enter the code to register at $1,000 (save $1,000 off the public rate). The deposit is $500 for all registrants regardless of tier.
What is the refund policy?
The $500 deposit is fully refundable through June 30, 2026. After June 30, the deposit is non-refundable but still holds your seat and counts toward your balance. Full payments are non-refundable after June 30, 2026. If something extraordinary happens, contact us and we will work with you.
What about travel and hotel?
The venue is near the Orlando International Airport (MCO). The exact hotel will be announced to registered attendees right after you register, but the hotel is about three miles from the airport. We have reserved a few rooms inside the event hotel. Airfare, transportation, and lodging are not included in the registration fee.
Will there be CPE credit?
CPE credit is available for CPAs or attorneys only. Unfortunately, the IRS won't let us give CPE credit for this type of class.
Is there a payment plan?
Yes. Pay a $500 refundable deposit today to hold your seat. Your remaining balance is due by July 10, 2026 - two weeks before the event. Public registrants: $1,500 balance. TRA/TUTRSS members: $1,000 balance. Elite Success Inner CircleMastermind members: $500 balance.
What if the event is cancelled?
In the unlikely event the boot camp is cancelled, all registered attendees receive a full refund regardless of when they registered.
12 seats. Two days.
No rescheduled date.
Registration closes July 10, 2026
Or hold your seat with a $500 refundable deposit. Balance due July 10.
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Tax Pro Academy, LLC | PO Box 561107, Rockledge, FL 32956
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Income, earnings, and results figures mentioned anywhere on this page are examples of what is possible with implementation. Individual results will vary based on your practice, experience, and effort. Nothing on this page constitutes legal, tax, or financial advice.