“Looking for Mentorship to Start or Scale your Tax Business?
Your in the Right Place.”
“Looking for the Mentorship? You’re in the Right Place.”
MENTORSHIP PACKAGES
1-On-1 Coaching Calls Available All Strategy- No Gatekeeping, No fluff. Book Below!
What's Included:
For PTIN holders, no mentorship, just software access
✅Revenue Split: 60/40 (You keep 60%)
✅ Unlimited Returns Software Access
✅ Bank Product Enrollment
✅ Basic Tech Support (Email/Portal)
Optional Add-On: Software training video access for $597
What's Included:
For EROs with their own EFIN who need software only
✅ EFIN-Level Software Access (Admin Dashboard)
✅ Staff logins (multi-user)
✅ Bank Product Enrollment
✅ Priority Tech Support
What's Included:
For EROs who want software with white-label branding
✅ Everything in EFIN Basic✅ EFIN-Level Software Access (Admin Dashboard)
✅ Staff logins (multi-user)
✅ Bank Product Enrollment
✅ Priority Tech Support
✅ White-Labeled Software Login (your logo + subdomain)
✅ Branded Contracts & Intake Forms
What's Included:
For EROs who want software with white-label branding
✅ Everything in EFIN Basic
✅ EFIN-Level Software Access (Admin Dashboard)
✅ Staff logins (multi-user)
✅ Bank Product Enrollment
✅ Priority Tech Support
✅ White-Labeled Software Login (your logo + subdomain)
✅ Branded Contracts & Intake Forms
Book a 1-On-1 Coaching Call
“All Strategy, No Gatekeeping, No fluff! – Book Your 1-On-1 Call Now!”
Get my undivided attention in a private 60-minute session where we’ll deep dive into your business, fix what’s not working, and map out clear, actionable steps to help you grow.
✔ Full Service Tax Software
✔ Coaching & Mentorship
✔ Website, Flyer
& Branding Packages
✔ FB & Instagram Ads D.F.Y
These software-only packages are designed for experienced tax pros who just need reliable tools to run their business. No mentorship is included, but you’re welcome to add it on anytime if you decide you want extra support.
OUR MENTORSHIP PACKAGES