discover

how to scale YOUR tax business to

6 to 7 figures!

We help all Service Bureaus and Tax Pros at all levels—beginner, intermediate, and experienced—grow and elevate their business from start to finish.

WHO SHOULD JOIN?

  • Are you a tax professional or service bureau who’s struggling to have success in your tax business?

  • Are you a service bureau that's struggling to have 500 tax partners?

  • Are you a tax professional or service bureau stuck at 50 to 150 clients?

  • Do you want to attract more clients?

  • Are you Tired of sharing your hard-earned profit

  • ARE YOU A service bureau or Tax professional that needs coaching the entire tax season?

  • Are you an experienced tax professional who wants to attract over 500 NEW clients?

  • Are you an experienced service bureau who wants to attract over 500 new partners?

DDP TAX SOLUTIONS

Gives You Everything You Need To Succeed as a tax pro AND SERVICE BUREAU

  • Tax Software

  • tax software training

  • Tax education

  • Tax Law courses

  • Payroll setup

  • Tech support

  • Bank registration

  • Client forms

  • Experienced business coaching

  • The Blueprint to DDP

  • Offer tax loans

  • Tax law updates

  • Marketing assistance

  • IRS Due Diligence training

  • Marketing tools

  • Business training

  • Website design

  • Logo design

  • Social media training

  • Business Automation

  • How to brand your business

  • One-on-one coaching

  • IRS registration

  • EFIN & PTIN set up

  • How to attract clients online and offline

  • How to attract over 500 clients

  • How to attract over 500 tax partners

  • Group training

Meet The CEO

Dr. David Patterson

Dr. David Patterson is the founder of DDP Tax Solutions, where he helps individuals, families, and business owners maximize savings, reduce tax burdens, and build long-term financial success. With over 20 years of experience in tax and financial planning, Dr. Patterson has guided hundreds of clients and helped them save and make millions of dollars through smart tax strategies, sound financial planning, and effective wealth-building approaches.

He is a Licensed Investment Advisor and CTEC Certified Tax Professional, uniquely positioned to bridge both tax and investment strategies to deliver comprehensive financial solutions. His expertise extends across real estate, tax planning, and business advisory services, giving clients access to strategies that build lasting wealth and financial freedom.

Beyond his private practice, Dr. Patterson served as an elected official for over 10 years, including his time as City Treasurer and City Council Member, where he oversaw multimillion-dollar budgets and gained deep insight into financial management, governance, and community impact.

Dr. Patterson holds a PhD in Business Psychology, a Master’s in Industrial/Organizational Psychology, and a Bachelor’s in Business, blending technical expertise with an understanding of human behavior. This powerful combination allows him to deliver not just tax solutions, but long-term financial clarity and confidence for his clients.

At DDP Tax Solutions, his mission is simple: to provide every client with the knowledge, strategies, and support to reduce stress, keep more of what they earn, and grow their financial future with confidence.

DO NOT MISS THE OPPORTUNITY TO

LEARN HOW TO:

  • Purchase Tax Software

  • How to grow your Service BUreau to 500 parnters

  • how to grow your tax business to 500 clients

  • choose a business name and create a logo

  • register for an E-Service accouNt & apply for an EFIN

  • Apply for an EIN

  • Register your business with the state and apply for LLC

  • open a business bank accountng

  • apply for PTIN

  • purchase education & training

  • determine office location and business model

  • apply for business licenses & permits

  • how to MARKET your tax business online and OFFLINE

  • Review the Tax Security Checklist

  • obtain business insurance

  • What office supplies are needed

  • organize a tax office

  • create office compliance

  • train your team members

  • properly open your office

  • Market Your Tax Business