One-on-one or group mentorship for tax prep, business strategy, and growth.
💬 Personalized sessions with experienced professionals
📈 Marketing, pricing, client service & IRS guidance
🔄 Monthly or on-demand options
🛡️ Ideal for first-year tax pros or solo preparers scaling up
 
 
 
🧩 Mentor Lite
One 45-minute session/month
Focused coaching on a single topic
Great for maintenance or occasional support
💵 $99/month
 
 
 
🔄 Mentor Core
Two 45-minute sessions/month (biweekly)
Personalized guidance with room to build
Great for new preparers or part-time business owners
💵 $149/month
 
 
 
🚀 Mentor Growth
Four 45-minute sessions/month (weekly)
Full accountability + active support
Ideal for full-time preparers growing their tax business
💵 $249/month
 
 
 
🗓️ Two-Time Power Session
60-minute deep dive
Business strategy, pricing, marketing, or client challenges
Perfect for specific roadblocks or decisions
💵 $199/session