Demi Woodson is a coach and practice management expert with Horizon Planning Tax & Bookkeeping Services. She has spent more than thirty years working with her parents, operating and growing their family’s forty-five-year-old successful tax business.
Demi created the Tax Preparer Support Group, a private community of like-minded tax professionals seeking and offering support to others in the industry. Her passion is providing quality support and education to tax professionals. Her hands-on approach to moderating the group keeps the nurturing culture she has worked to create.
Working with thousands of tax professionals, Demi recognized that there was a serious deficit in the education of tax preparers. While technical training was readily available, there was scarcely any education on operating and growing a successful tax practice.
In 2019, Demi launched Beyond 415 Tax Coaching. In this advanced program, she teaches tax professionals how to build, grow, and scale their business through operations and strategies that create a successful tax practice.
More recently, Demi created the Beyond 415 National Tax Summit, a multiday educational event designed for tax professionals that combines the most requested topics in tax law, business development, and tools to explode their business. This one-of-a-kind tax conference is held annually in multiple states throughout the country.
Demi's three greatest loves are spending time with her son, John, and their rescue dog, Boomer, delivering results for her current tax clients, and helping her Beyond 415 family think beyond the deadline to create the life and practice they want, just as she has.
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