Here's what you get with our Lifetime Software package:
- Unlimited Software Access: No recurring fees – pay once and you're done, provided you maintain 25 bank products.
- WISP Plan: Stay compliant with the IRS with our comprehensive Written Information Security Plan (WISP).
- SOP for Your Tax Office: Streamline your processes with our detailed Standard Operating Procedures (SOP).
- Free Tax Training Classes: Gain access to our expert-led tax training sessions to keep you and your team up-to-date with the latest tax laws and best practices.
Mentorship Program Highlights:
- Level 1 (Foundations Group Session): A 6-week group session priced at $899.
- Level 2: A 12-week program with coaching twice a month, including one-on-one sessions, priced at $1,999.
- Level 3: A 26-week intensive training with weekly coaching sessions with me, India Hannah, priced at $4,999.
- Additional Services: Tax planning training, corporate tax training, bookkeeping, business entity formation, and detailed courses on Schedule A, B, C, D, E, and H available at a 75% discount.
- Free Community Access: Supportive network for all levels.
By joining our Mentorship Program, you will also receive:
- Tax Software: Includes all the features of our Lifetime Software package.
- Marketing Services and CRM: Tools to grow your client base and manage relationships effectively.
- WISP Plan and SOP: Included as part of our comprehensive compliance and operational support.
- Training with CE Credits: Stay certified and knowledgeable with ongoing education.