Become a Tax Pro

Mentoring Programs

Essentials Package

Perfect for new tax preparers or small offices needing foundational support.

- Price: $29/month

- Includes:

- Monthly Group Coaching Call (1 hour)

- Access to Online Resource Library (templates, checklists, and guides)

- Basic Tax Software Training (introductory level)

- Email Support for Quick Questions

- Quarterly Progress Review to track growth and areas for improvement

Great for growing tax offices looking to enhance operations and expand client base.

- Price: $59/month

- Includes:

- Bi-Weekly Group Coaching Calls (1 hour each)

- Advanced Tax Software Training (including tips and tricks)

- Marketing Strategy Session (focus on attracting and retaining clients)

- Private Facebook Group Access for peer support and networking

- Priority Email Support with a 24-hour response time

- Monthly Progress Review to assess and adjust business strategies

Ideal for tax offices aiming for growth and enhanced efficiency without breaking the bank.

Price: $99/month

- Includes:

- Weekly Group Coaching Calls (1 hour each)

- Complete Tax Software Mastery Training (in-depth and advanced)

- Custom Marketing Plan tailored to your market

- Client Acquisition & Retention Strategy (focused on increasing profitability)

- Unlimited Email Support with priority access

- Monthly Business Review with actionable insights

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