OUR SERVICES

1-on-1 Session

$150

This personalized session provides direct guidance, clarity, and actionable steps tailored to individual business goals, covering aspects like starting, scaling, strategy, funding, or systems.

Mentorship Membership

$100

This membership offers consistent guidance, accountability, and insider strategies for business growth and scaling, including exclusive access to group mentorship calls, one-on-one check-ins, proven strategies and resources, and priority support.

ERO Owner Program

$2,500

A complete business-in-a-box solution for aspiring Electronic Return Originators (EROs), equipping users to own and operate a profitable tax preparation business. It includes professional tax software, 1-on-1 mentorship, and IRS-approved CE Credits.

PTIN Program

$399

Designed for aspiring tax professionals to earn income by preparing tax returns under the Prestige III EFIN, even without prior experience. It offers full access to the Prestige III e-file system, 60/40 income split, and no software or setup fees.

Software Only

Provides reliable, IRS-approved tax software for tax professionals who already have an EFIN and established business systems. It includes full access to Prestige III Professional Tax Software, a secure cloud-based system, and ongoing updates.

Loan Broker Program

Free

A 3-hour certification to become a Loan Broker, enabling individuals to help businesses secure up to $2M in funding and earn commissions. No cost. No catch. Just opportunity.

Personal and Business Funding

A program that helps businesses secure funding and individuals obtain personal loans ranging from $10,000 to $2,000,000 through a fast and secure process.

FREE GUIDE: The transition from income to ownership.

A complimentary guide revealing the secrets to becoming a profitable Electronic Return Originator.