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Taking your Business to the 

Next Level!

Tax Professional Training

Our training program gets you ready to start and conquer your Tax Business!

What's included in each Training Program?

*This is a Virtual Group Training Program. This training program has 

Personal Tax Training

  • 2 hour one on one session per month (4 - 1 on 1 sessions)

  • Personal Tax Preparation

  • Business Tax Preparation (Schedule C only)

  • Tax Compliance

  • 20% off Tax Software

  • PTIN & EFIN Application walk through

  • Due Diligence Training

  • Workflows & Systems

  • Navigating Common Tax issues

  • Pricing and Payment Arrangement options

  • Marketing & Content Creation

  • Business Build out

  • Tax Credits & Tax Deductions

  • Itemized vs. Standard Deductions

  • Schedule A, B, D, E, C, H,

$597

Corporate Tax Training

  • 2 hour one on one session per month (4 - 1 on 1 sessions)

  • Business Tax Preparation (Schedule C only)

  • Corporate Tax Preparation (Form 1120, 1120S, 1065)

  • Business Formation

  • Bookkeeping

  • Tax Compliance

  • Business Compliance

  • 20% off Tax Software

  • Due Diligence Training

  • Workflows & Systems

  • Navigating Common Business Tax issues

  • Pricing and Payment Arrangement options

  • Marketing & Content Creation

  • Business Build out

$797

Bundled Tax Training Program

(includes Personal & Corporate Tax Training)

$1197

Disclaimer: Just like in any other training or program you only get out of it what you put into it including implementing given strategies.

We, Top Tier Financial & Business Solutions, LLC, do not guarantee any outcomes from this training as it is based on what you do with the information provided. Upon completion of this mentorship program you are not required to work for me or with me. All information provided in the program is considered mutually confidential information.

Training Schedule

  • Personal Tax Training Begins May 7th

  • Business Tax Training Begins July 2nd

  • 1-3 hour weekly sessions on Tuesdays & Thursdays

  • Access to personal and business network to include but not limited to attorneys, financial planners, realtors, lenders, bankers, branding strategist, marketing strategist, etc.

All meetings will be recorded and uploaded to your portal.  There will be homework given on a weekly basis to ensure comprehension and retention of trainings. You will also be added to our tax training group which is located in our app. This homework is not optional. 

Payment Plan Options

Payment plans are contingent third party providers approval

SEZZLE: Split payment into 4 bi-weekly payments

Affirm: Split payment into 4 bi-weekly or 6/12 monthly payments

In-house payment option: Split payment into  4 monthly payments 

Personal Tax Training In-House Plan

$150

150

Every month

Everything included with our Personal Tax Training

Valid for 4 months

Corporate Tax Training In-House Plan

$433

433

Every month

Access to everything included in the Corporate Tax Training Program

Valid for 3 months

Tax Training Bundle In House Plan

$300

300

Every month

Access to everything included in the Tax Training Bundle

Valid for 4 months

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