Tier 5: Tax Software, On-Site Training & Mentorship

$3,499.99

For Established tax businesses looking to elevate team performance through hands-on, personalized training delivered nationwide.

Do you currently possess a Preparer Tax Identification Number (PTIN) and/ or an Electronic Filing Identification Number (EFIN)* *

Could you share details about your previous experience in tax preparation? *

How many Bank Products have you completed last tax season? *

Which tax preparation software platforms have you previously used or are most familiar with?

Approximately how many clients have you served, either currently or in the past? *

What motivates you to join the Association of Rich Tax Professionals (ARTP) rather than pursuing this business independently? *

On average, how many hours per week are you able to consistently dedicate to building and operating your tax business? *

What strategies would you implement to effectively market your services and attract new clients?

Category: Software Programs

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Includes:

On-Site, In-Person Training for Your Entire Team
Customized Curriculum Tailored to Your Business Needs
Advanced Tax Preparation Techniques
Team Workflow Optimization & Office Structuring
Leadership & Management Guidance
IRS Compliance Best Practices
In-Depth Software & Bank Product Utilization Training
Marketing Expansion Strategies for Multi-Office Firms
Exclusive Mentorship Access with Industry Experts
No Revenue Share – Retain 100% of Your Profits
Continued Virtual Support Post Training

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