MASTER MENTORSHIP PROGRAM
Apply now to secure one of the 5 limited spots for our premium mentorship program. Please provide your contact details, background, goals, challenges, and commitment level to be considered.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name / Brand Name
How many years have you been preparing taxes?
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0–1 year
2–3 years
4–7 years
8–10 years
10+ years
What tax software are you currently using?
How many tax clients did you serve last season?
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0–25
26–75
76–150
151–300
300+
Which services do you currently offer?
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Individual tax preparation
Business tax preparation
Bookkeeping
Tax planning
Audit support
Tax coaching
Payroll
Business formation
Not currently offering services yet
What is your revenue goal for the upcoming tax season?
What is the best time to contact you?
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Morning
Afternoon
Evening
Weekend only
How soon are you looking to start mentorship?
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Immediately
Within 7 days
Within 30 days
I am just gathering information
I understand that if my application is selected, I may be contacted by phone, text, or email regarding the next steps.
*
I understand this mentorship is limited to 5 selected applicants, requires serious implementation, and has an investment of $3,997 if accepted.
*
Business/Professional Background
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What are your primary goals for this tax season?
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What are your current challenges as a tax professional or business owner?
*
Are you ready and able to invest $3,997 for premium mentorship if selected?
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Yes, I am ready to invest
I need more information
Not at this time
How do you expect to handle payment if accepted?
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Pay in full ($3,997)
Request a payment plan
Other (please specify)
What is your availability for mentorship sessions during tax season?
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How committed are you to implementing mentorship guidance?
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Fully committed—ready to take action
Somewhat committed—may need support staying accountable
Not sure yet
What support do you need during and after tax season to succeed?
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Why do you believe you are an excellent fit for this exclusive mentorship?
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Please confirm your understanding: This is an application for a waitlist. Acceptance is not guaranteed, and there are only 5 available slots.
*
I understand and wish to apply
I do not wish to proceed
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