Tax Pro Office

Which service are you interested in?*

Tax TrainingCredit RestorationSoftwareBusiness FundingTax PreparationFree Master ClassTax PlanningConsultationBookkeepingGet The Bag FormulaSoftware DemoMentorship Services
Tax Pro

Intake
Name

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Business Name (if applicable)
Phone Number*
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Email
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Where are you currently in your tax career (check all that apply)

Just getting started — I haven’t filed returns yetI’ve completed returns for myself/friends/familyI’ve worked a tax season or more professionallyI run a tax business full-timeI’m certified or registered (PTIN/EFIN/AFSP, etc.
What areas do you need the most support with?(Choose your top 3)

Understanding tax law/fundamentalsPreparing individual returnsPreparing business returns (Schedule C, 1065, etc.)Onboarding and managing clientsSetting pricing and packaging servicesMarketing and growing a client baseIRS compliance and due diligenceBuilding systems and workflowsExpanding into full-time or adding new services
What’s your biggest goal for the next 6–12 months? (Example: Gain 50 clients, launch my business, earn $XX/month, etc.)
What’s been your biggest challenge or roadblock so far?
Why are you interested in this mentorship program?
Are you ready to invest time and resources into your growth?

Yes, I’m ready to take actionI’m exploring options but want to learn moreNot sure — I need help deciding
Is there anything else you’d like the program to know before the consultation?
Below are all the services we offer.

Please select the areas you’re most interested in learning or receiving support in:

(You may select more than one)
Appointment
- 1-on-1 Mentorship
  
  Group Coaching Sessions
  Online Mastermind
  Hybrid (live training + recorded modules + weekly calls)
Referred By
Upload Required Credentials
1. Driver License
2. Social Security Card
3. EFIN/PTIN
4. EIN
5. Business Name
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My Products

Partnership/Get The BagThe Bag Formula!

$525.00 Quantity
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Mentorship Program Weekly Zoom Sessions, Assignments, Templates and Add-On Services

$599.00 Skill LevelQuantity
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Tax Planning Strategies "Crafting a successful future requires strategic financial planning. Our expert team specializes in developing personalized strategies to optimize your financial landscape. From tax planning to investment guidance, we navigate the complexities, ensuring your path forward is both secure and prosperous. Trust us to shape a tailored roadmap for your financial success." Plans starting at $250

$500.00 Quantity
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Credit Restoration Received A Consultation Today

$199.00 Quantity
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Tax Training & Software

$349.00

Training & Software Deposit

$200.00 Quantity
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