6 Month 1:1 Mentorship

Our Tax Mentorship offers guidance and support from experienced tax preparers, giving you the confidence and expertise to take on the complexities of the tax filing process. Make sure you're up to date on all the relevant tax regulations with our experienced mentorship.

• Marketing Ideas
• Assistance with preparing unfamiliar tax forms
• Recognizing potential red flags on returns
• Reviewing client files to ensure all items are in compliance
• Offering continuing education/refresher courses for your tax office
• Post-season marketing tools
• Back-Office Set Up
• Marketing strategies to help you find new clients
• Graphic design referrals to make sure your marketing materials look great
• Example email templates and worksheets to build from
• 2 one-hour consult sessions monthly to help you navigate the ins and outs of running a tax office

*Combined experience of over 15 years of tax preparation, so you know we're not just telling you what we think; we're telling you what works!