60 Min


Meeting Room

Tax Planning /


60 Min


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Due Diligence

Audit Prep Consultation

60 Min


Tax Marketing Strategy

60 Min


Going Over Data

Tax Preparation Training 6 Weeks Course

Starts Oct 1 Via Zoom


Conference Room

Independent Mobile Tax Preparer

PTIN Required

This package is for a beginner tax preparer or experienced tax preparer that have a desire to operating independently from their home, from a shared location or going to the client. This package is for a tax preparer who would like the comfort of working under an experienced tax company without having the overhead but gives you the freedom to earn unlimited income with low start-up costs.


The preparer will have each return reviewed by an experienced tax professional before the return is electronically filed with the IRS. The preparer will be responsible for gathering all data and proper documents from the taxpayer.

Package Feature:

  • Tax Preparation Business Setup

  • Professional Tax Software Installation

  • Registration with IRS

  • Training on Software and Tax Returns

  • Tax Business Marketing Plan To Help Grow Your Business

  • Professional Marketing Kit (Business cards and One Customized Electronic Graphic Design for social media)

  • Tax Mentor During The Tax Season


Conference Room

Tax Professional Mentorship Program

Xpert mentor coach program will help you clarify your goals and focus on your objectives during tax season. Accelerate your career development by partnering with a seasoned tax professional who can share a wealth of knowledge and experience.

Package Feature

  • Mentorship from a seasoned tax business owner from Dec to April

  • Assistance with tax returns (1040s returns)

  • Tax Mentor During The Tax Season

  • Updates on tax news during the tax season

  • Tax Business Marketing Plan To Help Grow Your Business

  • Social Media Marketing Training

  • Due Diligence Training

  • All Training and Templates For Office

  • How To Start, Manage and Operate a Tax Office (Digital Copy)

  • Money Planner (Digital Copy)