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The 3D Power Quarter: Network Boardroom Mentorship.

Welcome to The 3D Power Quarter: Network Boardroom Mentorship.

This isn’t software. This is strategy. You’re stepping into a high-level coaching experience built for PTIN and EFIN holders who want branded clarity, override income, and legacy-rooted systems.

From December 1 to April 16, you’ll move with intention—weekly Zooms, private Teams collaboration, and access to exclusive platforms marketing. You’ll train your team, map your income streams, and prep for the Summer 2026 Mastermind & Gala.

This is your seat at the table. Let’s cook.

What This Coaching Includes

This isn’t just coaching—it’s a full-scale strategy lab for PTIN and EFIN holders ready to lead, automate, and scale with branded clarity.

Your mentorship includes:

✅ Live Coaching Access

Weekly meeting every Sunday at 11AM CST to align, execute, and accelerate.

✅ Private Microsoft Teams Channel

Collaborate with Dana and fellow Boardroom members on strategy, outreach, and overrides.

✅Refine your messaging, build visibility, and activate branded campaigns.

✅Prep your staff for override season with branded onboarding and SOPs.

✅Invitation to Tax Pro Gala in New Orleans in 2026

Celebrate your growth, network with leaders, and lock in legacy.

Before Your Session...

Please fill out the form below to help guide your coaching session.

Frequently Asked Questions

Here’s your polished Frequently Asked Questions (FAQ) section for the 3D Power Quarter: Network Boardroom Mentorship page—styled with branded clarity and professional tone:



Frequently Asked Questions

If I'm not happy with my purchase, can I get a refund?

We want every client to feel supported and empowered. If you're not satisfied with your coaching experience, please reach out directly. Refunds are reviewed on a case-by-case basis to ensure fairness and alignment with our mentorship terms.



How does appointment scheduling work?

Once your purchase is complete, you’ll receive a welcome email with access to your coaching portal. From there, you’ll find clear instructions to book your sessions and sync with the weekly Zoom schedule.



Is it possible to buy coaching more than once?

Absolutely. You’re welcome to purchase coaching again to access a new round of sessions, updated resources, and continued support. Each Power Quarter is a fresh opportunity to scale and lead.


Can I join if I don’t have tax software?

Yes. This mentorship is coaching-only and does not require software access. You’ll learn override strategy, branding, and system setup that works with or without a platform.


What’s the difference between the payment plans?

All plans include full access to the mentorship. The $500 × 3 plan is the premium tier. The $300 × 5 plan offers extended flexibility. Dana may also offer discounted access to strategic partners who bring momentum and referrals.


Will I get access to Dana directly?

Yes. Dana leads the weekly Zooms, responds inside the private Teams channel, and reviews your strategy checkpoints. This is hands-on mentorship—not passive content.