By joining our tax preparation training and mentorship program, you’ll gain the knowledge, hands-on experience, confidence, and continued support you need to begin your journey as a tax professional.
And we don’t just teach you tax law and send you on your way. Our goal is to help prepare you for what happens when REAL clients start coming!
HERE'S WHAT YOU’LL RECEIVE
- ✓ Weekly Live Training + Mentorship & Q&A
- ✓ Tax Law, Due Diligence & IRS Compliance Training
- ✓ Hands-On Tax Software Training + 20+ Practice Returns
- ✓ Individual & Small Business Tax Preparation Training
- ✓ Client Intake, Interviewing & Real-World Tax Scenarios
- ✓ Marketing, Client-Building & Business Basics
- ✓ Pre-Season + In-Season Weekly Support & Continued Mentorship
- ✓ PLUS resources, tools, checklists & MORE!
YOU’LL LEARN MORE THAN JUST HOW TO PREPARE A TAX RETURN.
We’ll show you how to work with real clients, ask the right questions, use professional tax software, recognize common tax situations, and confidently guide clients through the tax preparation process.
You’ll also learn the client and business side of the industry because knowing tax law is one thing. Knowing what to do when a REAL client is sitting in front of you is another.
We want you to leave with more than information. We want you to leave with the skills, confidence, and real-world preparation to actually use what you’ve learned.
That’s the Mastermind difference!