a leading finance community
The solution to scaling your Thriving Tax & Accounting Practice, in style!
Welcome to the Boardroom!
The Executive Touch is a professional development experience + community!
Expand into representation work
Elevate your tax strategy
Get one-on-one advisement on how to solve your toughest cases!
Learn how to get and keep clients that work with you long term
What can you expect from the Executive Touch?
Beyond Theory
Literally learn HOW to implement high-end tax strategies
Responsive Consult
Get answers to the cases you're working on right now
Top-notch Community
Experienced finance professionals only social media & connection forum. Just for you.
Experiential CE/CPE Credits
Get the credits you need like never before Hint: Jamaica is our favorite place to learn!
Private professional development portal
Streaming available right now!
What you can count on learning AND getting credits on, day-or-night.
How to diversify your business with high-profile work so you’re not chasing volume
How to build your representation and planning solutions with the end in mind
How to easily transition your representation work to a tax strategy engagement
Understand exactly how to add smart representation and strategy to your practice
Representation — receive an efficient & effective roadmap so you can close clients and deliver
How to connect to new prospects and create follow-on sales
The keys & tools to confidence when it comes to talking to the IRS or state
Strategy-work — deep dive into process and techniques
How to make more and work less with sustainable all-year round work
On-Demand Tax Training with Lasting Impact.
Our course library is being added to all the time. Lock in your rate, now.
10+
Experiential CE/CPE Credits
10
Hours of game-changing training
10
Step-by-Step Cases studies
Make your representation work and tax plans impeccable—and your clients happy too.
Even if you've never done representation work before!
Meet Our Instructor,
Tyrone J Taylor, EA
Tyrone is an Enrolled Agent with 17 years of experience as a tax professional. His specialty is representing taxpayers in front of the Internal Revenue Service and state tax offices. He has assisted hundreds of taxpayers in settling their accounts with the IRS and states. He also assists small businesses in their start-up phases and focuses on making sure they are complaint in their tax filings. In addition, he has also worked with dozens of tax professionals over the years who have clients that needed assistance with their tax problems.
Mr. Taylor is the Senior Tax Director of Oasis Tax Advisory Services. He is also the founder of Pro Tax Education, an IRS Continuing Education provider that focuses on teaching tax professionals how to effectively represent their clients in front of the IRS.
Mr. Taylor has earned a BA in Economics from the University of California, Santa Cruz. He also obtained both an MBA and a Master's in Accountancy from the University of Phoenix. He is also a Fellow of the National Tax Practice Institute.
Meet the founder,
Angie Toney, CPA/PFS, CTS
Angie has been on all sides of the finance professional field: a tax strategist, accountant, and corporate auditor. Her network also extends into former IRS professionals/tax auditors.
With these experiences, Angie knows first-hand how to move through representation and strategy work from a unique investigatory perspective, while still maintaining heart-felt trust and care for clients.
Hello finance professional!
Welcome home. I mean it. I created the Executive Touch so our community can come together, have high-end fun, learn expert strategies and actually experience a sense of community like the executives we are.
We wanted to work for ourselves. We know we do good work. Here we are! You’re doing it. Time to give our work that “executive touch!”
After years in the biz, what I learned is that so many trainings don’t actually show you how to actually implement. They’re only theoretical…Or, on the other hand, they only go over the basics…I guarantee the Executive Touch experience involves boots-on-the-ground how-tos to ensure you’re over delivering (and getting paid for it too)!”
Welcome to the community you belong in. Kick the imposter syndrome (we all suffer from it sometimes). Here, you can be respected as The contributor that you are.
Angel Financial Services is the key to ensuring you've got that Executive Touch
You’re in the C-Suite now, pull up a chair, and pick what seat in the board room is best for you.
On-Demand Tax Training with Lasting Impact.
We’ve supported hundreds of professionals to perform their work in excellence by collaborating on real-time cases and providing training. Now we’re offering a unique opportunity to join a professional community of finance pros:
Membership Packages
ENTRY LEVEL
$97 / Month
Membership to online portal
On-demand online learning
Access to full course catalogue and resources
Interactive community forum to connect with finance professionals
SENIOR MANAGEMENT
$497 / Month
Membership to online portal
On-demand online learning
Access to full course catalogue and resources
Interactive community forum to connect with finance professionals
Pro Tax Education Tax Representation Courses (by Tyrone J. Taylor)
LIVE board meetings with Angie to answer your questions
Monthly group calls with Angie for expert consultation
C-SUITE
$997 / Month
Membership to online portal
On-demand online learning
Access to full course catalogue and resources
Interactive community forum to connect with finance professionals
Pro Tax Education Tax Representation Courses (by Tyrone J. Taylor)
LIVE board meetings with Angie to answer your questions
Monthly group calls with Angie for expert consultation
12 one-on-one calls with Angie to receive personalized support and training
Ticket to all LIVE events, workshops, and retreats
By application only, once you're in the board room.
Calling Tax Pros who love to serve!
We need more financial professionals like you to do this high-profile, representation and strategy work. It is fulfilling and profitable for all involved. You support people to de-stress and create a harmonious financial future.
You can learn how to do the work in excellence, step-by-step, in a way where you cut through the noise and circumstance of the client, know the tactics, and get to the solution.
Want support selecting the best fit for you?
THE EXECUTIVE TOUCH AND NASBA
The Executive Touch is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: nasbaregistry.org
Tax Disclaimer
The information contained herein is general in nature and based on authorities that are subject to change. These presentations do not, and are not intended to, provide legal, tax or accounting advice specific to anyone, and participants should consult their tax advisors concerning the application of tax laws to their situations.
Circular 230 Disclosure
This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.