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Mentorships and Classes

Open Enrollment &

​One-on-One Mentorships

Tax Table Inner Circle Mentorship

One-on-one mentorship for tax professionals who want to learn tax resolution. Build your understanding of the resolution process and develop confidence approaching client tax matters. Open enrollment.

Due Diligence Mentorships

*Due Diligence representation is also available

One-on-one guidance before or after an IRS due diligence audit letter. Strengthen documentation, review your procedures, and prepare to respond with greater confidence. Open enrollment.

Small Business Owner Mentorships

A 30-day one-on-one mentorship to help small business owners understand their books and tax responsibilities. Learn to track income and expenses, read a profit and loss statement, and plan for tax deadlines. Open enrollment.

Customizable One-on-One Tax Pro Mentorship

A three-month one-on-one mentorship customized to your needs as a tax professional. Receive focused guidance on the areas you want to strengthen in your practice. Does not include Due Diligence. Open enrollment.

Seasonal Classes & Group Mentorships

Tax Season Group Mentorship

January through April 15 | Enrollment opens November 1
Receive guidance and group support throughout tax season.




IRS Audit Class

June | Enrollment opens April 1
Learn to approach IRS examinations, organize records, and develop audit response strategies.




Group Tax Office Restart Mentorship

September through October | Enrollment opens July 1
Strengthen your systems, client workflow, and practice before tax season.




EA Study Group

September through December | Enrollment opens July 1
An intensive study group designed to help enrollees prepare for and pass the EA exams in three months through focused study and group accountability.

Your Mentorship Experience

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Real experience, real guidance from an Enrolled Agent, Certified Fraud Examiner and Former IRS Revenue Agent.

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What Happens Next

 

Complete your intake and share your goals. We’ll review your needs and follow up with program options, availability, and next steps.

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Frequently Asked Questions​

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Which program should I choose?

Choose the program that fits your goals, or tell us what you need in your intake so we can help you find the right fit.

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When can I enroll?

One-on-one mentorships have open enrollment. Seasonal classes and group mentorships follow the enrollment dates listed above.

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What is included?

Each program focuses on the topics described above. Sessions, materials, fees, and the scope of support will be confirmed before you enroll.

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