Mentorship Plus Software Package

The full Trusted First experience. Perfect for those who want high-level guidance and the tools to operate at a professional level.

What Includes:

• 3-month group mentorship with weekly Zoom meetings (starting August 2025)
• Tax software with full access + bank registration assistance
• Trusted Tax Pro University 1 year membership for you and your team
• Keep 100% of your tax preparation fee
• Team Building optional add on for $197
• EFIN support or assistance obtaining one
  
• Hands-on training during tax season
  
• Marketing, branding, and growth strategies
  
• Credit repair training as an additional income stream
  
• Offer your clients cash advances
  
• Ongoing mentorship & limited tax season support

Does not include:

• Branded Tax software

Due to the nature of this type of product, all sales are final.  No refunds will be given.