LEAD • EDUCATE • EMPOWER • CREATE GENERATIONS OF WEALTH
YOUR TAX BUSINESS
Journey
Starts Here.
Join a team that provides training, professional tax software, business resources, and support to help you prepare for the upcoming tax season.
Meet Avis “Lady Briscoe” Briscoe
Regional Director | Southern Maryland Division
LBW Financial
Powered by BCW Agency
Avis “Lady Briscoe” Briscoe brings an accomplished background in human resources, federal position classification, and healthcare recruitment to her role as Regional Director of BCW Agency’s Southern Maryland Division through LBW Financial. Retired from her human resources career, she now brings her professional experience and commitment to helping others into a new chapter of leadership.
Her career includes service as an HR Specialist with All Native Group, the Federal Services Division of Ho-Chunk Inc., providing classification services supporting NASA’s Goddard and Kennedy Space Centers. Her federal classification experience also includes work supporting the U.S. Department of State and the U.S. Census Bureau roles that required precision, sound judgment, and an understanding of complex organizational requirements.
Through her recruitment work with OBAN Corporation, Avis helped connect licensed practical nurses, registered nurses, and certified nursing assistants with opportunities at medical facilities on the West Coast. Across these roles, one theme remained consistent: understanding people’s strengths and helping connect them with opportunities to move forward.
As Regional Director of LBW Financial, Lady Briscoe brings that same thoughtful approach to supporting individuals, families, and entrepreneurs. She champions financial education, preparation, and access to resources that help people make informed decisions and build stronger foundations for their futures.
For Lady Briscoe, retirement marks the beginning of another purposeful chapter. Through LBW Financial, she continues a career rooted in service while embracing a mission that looks beyond today:
Legacy. Building. Wealth.
You Don't Have to Be a Tax Expert
No tax preparation experience? That's okay.
You bring the determination, commitment, and willingness to learn.
We provide the training, tools, and support.
YOU BRING:
Determination
Stay committed to your goals and keep moving forward as you learn.
Commitment
Show up consistently and take the process seriously from day one.
A Willingness to Learn
Be open to training, feedback, and mastering a new professional skill.
WE PROVIDE:
Training
We teach you the fundamentals so you can begin with confidence.
Tools
We provide resources and systems to support your workflow.
Support
We help guide you as you grow and prepare to serve clients.
What Does a Tax Professional Do?
LEARN
Understand the fundamentals and gain the skills you need to succeed.
PREPARE
Prepare tax returns using professional systems and tools.
SERVE
Help individuals and families complete their tax filing needs with confidence.
GROW
Build your experience, strengthen your skills, and grow your client base.
Your Experience Can
Grow Your Percentage
NEW PREPARER
50%
Preparers Share
FIRST-YEAR PREPARER
60%
Preparers Share
EXPERIENCED PREPARER
70%
Preparers Share
SENIOR PREPARER
80%
Preparers Share
Compensation levels are subject to verified experience, performance, compliance history, applicable agreements, and company approval. Placement and earnings are not guaranteed.
Let's Make the Numbers Simple
10
Clients
✖
$500
=
$5,000
GROSS REVENUE
First-Year
Preparer Example
60%
=
$3,000
Preparer Share
Illustration only. Assumes 10 clients paying $500 each and a 60% preparer share. Before applicable business expenses and taxes. Actual client fees, volume, compensation, and earnings vary. This is not a guarantee or projection of typical results.
Your Path to Getting Started
GET YOUR PTIN
Obtain or renew your active PTIN through the IRS.
COMPLETE IRS TRAINING
Complete the required IRS Paid Preparer Due Diligence training and other education.
COMPLETE BCW ONBOARDING
Submit your required documentation and complete the onboarding process.
GET YOUR SYSTEM ACCESS
Receive access to the BCW tax system after approval and setup.
GET READY FOR TAX SEASON
Build your confidence and prepare to serve clients.
What's Included
Monjaya Tax Software
Professional tax preparation software for preparing and submitting client returns.
10-Module
Self-Paced Training
Learn the fundamentals on your own schedule and revisit the training throughout tax season.
BCW
Tax Academy
Instructor-led sessions with hands-on education, practical guidance, and preparation before and during the season.
BCW Tax
Community
Access a community of preparers where you can ask questions, learn from others, and get support.
Your Business
Communication Tools
Each preparer receives a professional company email address and business phone number for client communication.
Software. Training.
Community.
Business Tools.
Support.
$125/MONTH
DESK FEE
You're not paying for a desk. You're gaining the infrastructure to learn, operate, and grow your tax business.
