Mentorship/ Software Onboarding Form

MENTORSHIP & SOFTWARE ENROLLMENT FORM

Fill out the form carefully and submit registration (Mentorship payment link will be sent separately). If it something does not apply to you and you’re just signing up for membership, please skip are add N/A in slot / upload blank sheet if you do NOT need tax software.
Tax Company Name
ERO / EFIN Holders must complete
Student Name*

First NameMiddle NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Student E-mail*
example@example.com
Mobile Number*
Date Of Birth

MonthDayYear
For Software ONLY
Social Security Number
For Software ONLY
PTIN
EFIN
If NO EFIN put 00000
IRS Tracking Number *
Login e-service portal for tracking number / N/A if it does not apply.
Volume Amount (Tax Clients)*
How many funded bank products did you complete.
Services Needed

Tax SoftwareTax MentorshipBusiness Mentorship
Bank Product

SBTPGRefund Advantage
Document Prep Fee
Please enter amount between $50-$160
BANK NAME*
Name of bank is required (N/A if mentorship).
Bank Routing Number*
Bank Routing (If Mentorship only add N/A).
Bank Account Number*
Bank Account Number (If Mentorship only add N/A).
Driver License *

Upload License / Tax Software ONLY.
Cancelof
EFIN Summary*

Upload EFIN Summary / Tax Software ONLY.
Cancelof
Appointment - Must Call Office 346-479-2968

My Products

Tax Software

Reliable, IRS-authorized software for serious tax pros. • Individual & business returns • E-file federal and state • Bank products available • Built-in compliance checks • Secure client data system Perfect for new and growing tax offices. If you’re ready to operate like a real business, this is it.

$297.00 Software Options

Tax Business Consultation

• Business structure guidance • Tax strategy for business owners • Estimated taxes & write-offs • IRS letters / notices explained

$150.00

Build A Boss Tax Academy Basic Mentorship

Designed for tax pros who understand the basics but need clarity and structure. • Self-paced guidance/ hands on • Support when you’re stuck (within scope) • Corrections to eliminate guesswork • Backend add-on: access to group mentoring and one scheduled 1:1 session per month (after 3 PM) to address questions and gaps

$597.00

Build A Boss Tax Academy VIP Mentorship

For tax pros who want direct access and a full business transformation. • Private, customized coaching • Deep-dive training based on your gaps and goals • Priority support • Direct, ongoing mentorship access

$1,597.00

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Subtotal

$0.00

Tax

$0.00

Total

$0.00

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MENTORSHIP & SOFTWARE ENROLLMENT FORM