Starter Tax Professional

Unlock Your Potential. Build a Profitable Tax Business with Confidence.

Start your journey as a successful tax professional with the Beginner Tax Professional Mentor Package — an all-inclusive mentorship designed to equip aspiring tax preparers with the knowledge, tools, and confidence to build a profitable tax business from the ground up.

Whether you’re brand new to the industry or looking to transition into entrepreneurship, this program provides hands-on mentorship, proven systems, and insider strategies to help you master every aspect of tax preparation and business growth.

What’s Included:

Tax Preparation Fundamentals Step-by-step training on how to accurately prepare and file individual tax returns using real-world scenarios and professional methods trusted by industry experts.

Understanding Tax Laws & Compliance Gain a solid foundation in current IRS tax codes, deductions, credits, and compliance standards so you can serve clients with confidence and accuracy.

Professional Software Training Learn to navigate and utilize industry-leading tax software efficiently — from client intake to e-filing — ensuring a seamless workflow from start to finish.

IRS PTIN & EFIN Application Assistance Get guided support through the process of obtaining your Preparer Tax Identification Number (PTIN) and Electronic Filing Identification Number (EFIN) so you can legally operate and file returns professionally.

Marketing Like a Pro Discover powerful marketing and branding strategies that position you as a trusted expert. Learn how to attract clients online and offline, build your reputation, and establish consistent income year-round.

Scaling Your Tax Business Once you’re ready, learn how to expand your operation — from hiring a team and automating systems to adding business credit, bookkeeping, or financial consulting services for long-term growth.

This package is ideal for beginners seeking hands-on mentorship, professional structure, and business-building guidance. By enrolling, you will gain both the technical skills and entrepreneurial insight required to thrive in the competitive tax industry. This package is subject to a 60/40 fee split.

Empower your future as a certified tax professional—enroll today and start building your legacy with confidence and credibility.