PTIN Beginner’s Bootcamp Mentorship Package

“Start & Launch your Tax Business Like a Pro with Our Full-Service Tax Software Package!”

The PTIN Tier One Mentorship Package

is designed for beginners who are ready to launch their tax career with confidence and support. Priced at just $597, this all-in-one bootcamp includes access to professional tax software, step-by-step training, PTIN registration assistance, branded client intake forms, and a 6-week mentorship to walk you through marketing, compliance, and tech setup. With a 60/40 revenue split, you keep 60% of your prep fees and get expert guidance every step of the way — no experience needed.

WHAT'S INCLUDED:

✅ Professional Tax Software Access

✅ 6-Week Comprehensive Training Program

✅ PTIN Registration Assistance

✅ Tax Flyer Creation Training

✅ Custom Marketing Materials

✅ Social Media Content Strategy

✅ Full Due Diligence Compliance Training

✅ Offer Bank Products + Advance Loans

✅ DFY Client Intake Forms (Editable JWells & Co Branded)

✅ Software Training (Step-by-Step)

✅ Tax Law Updates

✅ Tax Return Review Before Submission

✅ Ongoing Tech Support

✅ 1-on-1 Support & Client Assistance

✅ Private Community Access

✔ Full Service Tax Software

✔ Coaching & Mentorship

✔ Website, Flyer

& Branding Packages

✔ FB & Instagram Ads D.F.Y

What Does The Onboarding Process Look Like?