The R.I.C.H. Formula
The R.I.C.H. Formula
Ready to Pay Less to the IRS?
Keep more cash in your pocket. Less in Uncle Sam’s.
If you’re ready to take control of your money and make it work harder for you, this is your roadmap. You’ll discover how to reduce your tax burden, unlock more cash flow for investing and growth, put smart systems in place that run on autopilot, and protect your wealth so it lasts for generations. Here's what we’ll help you achieve:
Reduce your tax liability so you stop overpaying the IRS
Increase cash flow to invest, save, and scale
Create systems that automate and optimize your finances
Hold onto wealth and build your financial legaCY
BONUS
Write-Off
Wonderland
101 Legit-but-Overlooked Tax Deductions for Small Business Owners
BONUS
Tax-Deductible Travel Secrets
How to Legally Turn Your Vacations into Write-Offs (Even Disney Trips)
Courtney Epps
EA, PhD
She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years. What sets her firm apart is the tax strategy that it offers to clients as the focus is not just to prepare returns but to free up money legally, morally and ethically. She has developed a broad expertise in industries including traditional, home-based, and network-marketing businesses. She works with clients from start up to $100 million companies.
What People Say
Real Customer Testimonials
"GOD-SENT! ONE OF THE GREATEST FINANCIAL
DECISIONS I HAVE EVER MADE! I was highly
referred b y literally 1 0 people in our industry & i
have myself sent a number of people who are all
raving back to me! I am amazed b y their accuracy,
professionalism, knowledge, wisdom & willingness
to help! I cannot say enough about Courtney and
her entire staff! At++ also, read her books, buy
them and pass them out t o friends and family!"
- Organic Approach Chiropractic & Wellness
"I would highly recommend Courtney Epps and the
OTTAX team!! I have worked with many accounts
over the years and none of them displayed the type
o f knowledge that Courtney and her team have
about the tax system! As a small business owner !
finally had trust that I was getting the best service!
I'm so grateful for their knowledge and
professionalism!"
- Christina Matthews
"My taxes were a mess! As an inexperienced
independent business owner, I'd hired the wrong
firm and like many, was taken advantage of. I am
SO GRATEFUL for Courtney and the OTB Tax Team
for coming i n and CLEANING U P the 3-5 year mess
that that prior firm made. They ALWAYS do a
PHENOMENAL job with m y taxes and I cannot
recommend them enough."
- Ed Blunt
"I'm so grateful to have someone in the Home
Business space who I can turn t o when navigating
all the tax things.
OTBAX is knowledgeable, helpful, and efficient.
Knowing the industry - no one berates you for
having a home business! (big plus i f you ask me)
They have our back here!"
- Ginny
March 11-12, 2026, 11am-2pm ET
Additional dates available.
Keep More of Your Money
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