What’s Included in Our Tax Community
- Step-by-step tax preparation training
- Tax software setup and navigation
- PTIN and EFIN application guidance
- Federal and state tax-form education
- Filing-status and dependent training
- Due-diligence and compliance guidance
- Client onboarding forms and procedures
- Tax-office workflow and organization
- Marketing templates and promotional materials
- Client-attraction and retention strategies
- Tax-business pricing guidance
- Weekly training and live support
- Tax-season updates and important deadlines
- Access to a supportive community of tax professionals
- Ongoing business resources to help you grow and succeed