MENTORSHIP PACKAGE — Gold Package
Designed for tax professionals who are ready to grow, scale, and build a stronger tax business with mentorship, systems, and ongoing support.
This package includes:
ERO Bootcamp
Advanced ERO Tax Class
Software Renewal
CRM Buildout (SuiteDash or GoHighLevel)
Custom Google Drive Setup
Train 2 PTIN Holders in Beginner Tax Class
Bi-Weekly Group Mentorship
Part-Time VA Support (20 Hours Weekly)
AFSP Study Group & Testing Access
AI Support Add-On Available
This package is built to help you create structure, improve operations, and confidently scale your tax business like a CEO.