The Elite Tax Pro Mentorship Program is an intensive 8-week experience designed to elevate tax professionals into advanced, confident, and profitable experts in their field. Meeting twice a week on Tuesdays and Thursdays, this program blends expert instruction with hands-on application to build sustainable, high-value tax practices.
What the Program Covers:
- Week 1 – Tax Law & Compliance Refresher:
Brush up on essential IRS guidelines, entity structures, due diligence, and ethics to lay a strong foundation.
- Week 2 – Nonprofit Structuring & Templates:
Learn to properly establish nonprofits, price your services, and use provided templates and engagement letters for seamless client delivery.
- Week 3 – Foreign Taxes & Credits:
Dive into foreign earned income, FBAR, FATCA, and how to assist clients with international income or foreign assets.
- Week 4 – Business Tax Credits:
Unlock powerful credits like the ERC, R&D, and WOTC to help businesses reduce their tax burden and increase your service value.
- Week 5 – Business Taxes Deep Dive:
Understand taxes for sole proprietors, partnerships, and S-Corps, including compliance with estimated tax payments and depreciation strategies.
- Week 6 – Business Credit & Funding:
Discover how to help clients (and yourself) build business credit, secure grants, and prepare for SBA and alternative funding opportunities.
- Week 7 – Tax Planning Series:
Provide high-level value with proactive tax planning, client analysis, and packaging your services into premium offers.
- Week 8 – Back Taxes & Marketing Mastery:
Learn how to resolve IRS debt through offers, payment plans, and penalty abatement—and how to confidently market your services year-round.
What’s Included:
- Weekly Live Training (with replays)
- Downloadable Templates (nonprofit, planning, and engagement)
- Business Pricing & Service Menu Guidance
- Access to Private Community for Support
- Marketing Tools & Strategy Plans
- Client Intake & Planning Forms