Training, Services and Mentoring

• Tax Preparer Compliance, Due Diligence and Ethics Training For Offices

• Tax Office Customized Training

• Partner Program

• Tax Season Back Office Support

• Tax Preparer Audit Representation

• Office Audit, Pricing and Questionaries

• System Automations and Setup

• Transcript Pull

• IRS Calls

• Customized Mentorship Programs 

  • Single Session​

  • 3 Month

    • Once a month

    • Bi-Weekly​

    • Weekly

• Walk With Me

• Tax Season Mentor

​