mentoring membership

How Mentoring Membership Works?

 Annual Tax Mentorship + Training refresher is a 4-month or 6-month commitment. It provides year-round guidance and support from experienced Enrolled Agent giving you the confidence and expertise to take on the complexities of the tax filing process.
Filing season mentorship is available to help you navigate during the busy season.

<b>SCALING Up Tax Pro Training</b>

$ 495

Self-Pace Tax Training ,IRS Accredited
  • 1040 Overview
  • Schedules A,B,D,E
  • Self-Employed Schedule C
  • Adjustments to income
  • Filing Status
  • Ethics
  • Federal Tax Law
  • Federal Tax Updates
  • Extensions and Amendments
  • Cybercrime Overview
  • Certificate of Completion
  • 2 hr Zoom meeting Q & A weekly
  • Available for Email
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<b>Scaling UP Tax Pro Mentorship </b><br><b>(6 months)</b>

$ 2997

monthly subscription available
  • 30 min Personal Zoom meetings [four(4) per month] mental clarity
  • 60 min Zoom meeting [four (4) per month] - <b>Business Building/Training/Representation Assistance</b>
  • Business Set up Assistance
  • Assistance with preparing unfamiliar tax returns
  • Automations Build-Out
  • Representation Assistance-optional add-on
  • Recogniizing potential red flags on returns
  • Tax Preparation Refresher
  • Tax Return Review* up to 100(1040, 1120, 1120-S, or 1065)
  • Marketing Assistance
  • Email and Intake form Templates
  • Available for DMs and Email.
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<b>Scaling UP Tax Pro Mastermind </b><br><b>(4 months)</b><br>

$ 1500

Payment Plan Options available
  • Personalized Zoom Call weekly
  • Business Structure and Essential Guidance
  • Strategies for Team Recruitment and Management<br>Expert Advice for Effective Marketing and Branding<br>Proven Methods for Business Automation and Scaling<br>Due Diligence and Compliance Insights
  • Tax Preparation Q &A
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