This is not
a software seat.
It's a tax home.
Most service bureaus give you a login and leave you there. 1028 WMA gives you leadership, structure, education, and a team that shows up. If you've been doing this work without the support it deserves — you found the right place.
Know exactly what you're stepping into.
We don't believe in selling you a vision that doesn't match the reality. Here's what 1028 WMA is — and what it isn't.
- A software seat with no support
- A place where you figure it out alone
- A bureau that disappears after onboarding
- A structure that penalizes your growth
- A place for people who aren't serious about doing this right
- A revolving door that cycles through preparers every season
- A structured team with real weekly communication
- A leader who teaches, checks in, and holds the standard
- An LMS with training you can actually access and use
- A comp structure that rewards your volume and loyalty
- A place where building a team means building your income
- A long-term home — not a seasonal transaction
Find the path that fits where you are.
1028 WMA has three distinct lanes depending on your volume, your brand goals, and what kind of support you need. All three start with a fit call.
You're newer to the industry or building your volume. You want structure, training, and a team that actually invests in your growth.
- Full team communication and weekly classes
- LMS access with growing training vault
- Custom branded LMS buildout
- Team starter materials included
- TaxPro Hub membership
- Referral income opportunity once eligible
You've done the volume — 100+ returns. You want a home that matches your output with a comp structure that rewards it.
- 100% of your fees — no split
- Software covered — TaxSlayer or OLT
- Volume bonus for 200+ returns filed
- Free TaxPro Hub membership
- Custom branded LMS buildout
- Profit share on your direct recruits
You have your own brand. You're not looking to rebrand — you're looking for better infrastructure and a system that supports your independence.
- 100% of your fees — no split
- Keep your own brand entirely
- Volume bonus for 200+ returns filed
- Custom branded LMS buildout
- Optional TaxPro Hub membership
- Set your own team split structure
Patrice Valentine is a tax strategist, financial educator, and the founder of 1028 Wealth Management Associates LLC — a firm built on the belief that financial clarity is a form of freedom.
With a background spanning tax preparation, high-net-worth advisory, business credit, and LLC formation, Patrice built 1028 WMA as a full-service financial home — for clients and for the tax professionals she trains and leads.
She is also the creator of the TaxPro Hub: a membership community and curriculum system designed to take tax professionals from competent to strategic. Her teaching style is direct, structured, and built for people who are serious about building a real practice — not just a side hustle.
Currently pursuing her theology degree while running an active firm and leading a growing team, Patrice understands what it means to build with purpose in the middle of a full life. That's exactly the kind of leader she is for her team.
Grow your team.
Earn from their work.
1028 WMA has a referral override program for Tier 1 and Tier 2 members. When you bring someone in and they produce — you earn.
Available to all Tier 1 and Tier 2 members once eligibility is established.
- Earn on completed returns by direct recruits you personally brought in
- Eligibility activates after you complete your first 25 returns
- Applies only to your direct recruits — not recruits of recruits
- Recruit must be approved, contracted, and complete their first paid return
- Not available on Tier 3 independent placements
Founding team members earn referral override immediately — no return threshold required.
- Referral override activates from your very first approved recruit
- No 25-return requirement — your loyalty is your eligibility
- Same direct-recruit scope as standard members
- Applies to Tier 1 and Tier 2 recruits only
- Locked in for life as a founding benefit
Four steps from
conversation to contract.
We don't disclose structure in DMs or on social media. That protects you and it protects us. Here's exactly what the process looks like.
What our preparers
actually say.
Real words from real team members. This is what the difference in leadership feels like.
Honestly, I've learned more from 1028 in the past 3 months than I have at the office I'd been working for in the past 3 years!
Compared to where I came from, we get the princess treatment over here at 1028!
I'm truly grateful to be part of the 1028 Team. The guidance, wisdom, and generosity of knowledge shared within this space has helped me grow tremendously. It's a blessing to learn from people who genuinely care about doing things the right way and helping others succeed in this profession.
I stalked 1028 for over a year before I approached my dope mentor! The clarity, guidance, and brain busting that goes on in this group is unmatched. Although I've been a tax professional for 3 years prior to joining 1028, I've learned more in the past 6 months and been shown how to properly structure my business than I did in all 3 previous years. 1028 sets you up for longevity and year-round success — not just during tax season. Who you are mentored by MATTERS.
What people ask
before they apply.
Book your
fit call.
This is a 10–12 minute call to determine which lane fits your situation. Come as you are. No pitch, no pressure — just an honest conversation about whether 1028 WMA is the right home for you.
