Ideal for tax professionals ready to grow their business and increase client results.
 
Everything included in Tier 1
 
Full mentorship to guide you through complex returns, client communication, and business growth
 
Advanced training on tax credits & deductions to maximize client refunds:
 
Earned Income Tax Credit (EITC)
 
Child Tax Credit
 
Education credits
 
Business income preparation (Schedule C, 1099s)
 
Step-by-step client interview techniques to uncover missed deductions
 
Refund maximization scripts to build trust and client loyalty
 
Keep 100% of your tax prep fees – no revenue splits
 
Back-end residual income during off-peak seasons (June & November)