
Get step-by-step guidance, software, systems, and real-world mentorship
to launch and grow your own tax business.
This is hands-on mentorship for people ready to build a real tax business not just take another course.
EIN, EFIN & bank accounts
Compliance basics & structure
Tax software & portals
Client intake & workflows
Notes & documentation
Protecting your EFIN
Online + local marketing
Client acquisition systems
Hiring & training preparers
Pay structures & workflows



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