Welcome to SureTax Software Mentorship, your partner in mastering the tax preparation business. Our program provides the support and guidance you need to navigate the tax industry and scale your business. Get personalized advice, access to industry resources, and effective strategies to ensure your success.







  • 6 - 90 Minute Group Coaching Sessions

  • 2 - 1 on 1 Coaching Session

  • 2 Sessions to Choose From in August and November.

  • Scheduled Meetings

  • Includes a complete goal and business analysis

  • Onboarding and Client Management System Assistance

  • In-Season Marketing Strategies

  • 8 - 90 Minute Coaching Session

  • You choose the date and time

  • Include everything from the group coaching

  • 10 - 90 Minute Coaching Sessions

  • You choose the date and time

  • Include a complete goal and business analysis

  • Marketing Strategies for attracting more business.

  • Ready-to-User Tool and Template for your Service Bureau

  • Processes, Workflow, and Sales Assistance

Get the support Your Tax Business Needs

Benefit from personalized 90-minute sessions each week, designed to help you start, grow, or scale your tax firm.

Goal and Tracking

With Extensive reporting,
we monitor your business’s growth, set milestones, and review achievements.

Mentorship Resources

Gain entry to an exclusive community of professionals with weekly virtual meetups and challenges, and resources to strengthen your tax business.

Transform Your Tax Business with Our Mentorship Program

Are you a tax preparer looking to exponentially grow your existing business or start a new tax venture from scratch?

Our comprehensive mentorship program is designed to help you achieve your goals and more. We offer three flexible mentorship options to suit your needs: 1-on-1 coaching, group coaching, and service bureau coaching.

Areas Covered in the Mentorship Program:

1. Achieving IRS Certification: Fast-track your way to becoming an official IRS-recognized tax preparer with step-by-step guidance and support to ensure full compliance with all IRS regulations.

2. Business in a Box: Receive an all-inclusive startup package that includes ready-to-use tools, templates, and a proven business blueprint, providing you with everything you need to launch your tax preparation business successfully.

3. Sales Conversion Systems: Maximize your client conversion rates with advanced techniques, high-converting sales funnels, and personalized sales training tailored specifically for the tax preparation industry.

4. Onboarding and Client Management Systems: Implement seamless client onboarding processes and state-of-the-art client management systems. Save time and streamline your operations with automated workflows that keep your business running smoothly.

5. Building a Team Training: Learn effective strategies for recruiting, training, and retaining top talent. Develop leadership skills to foster a positive work environment and ensure your team grows alongside your business.

6. Additional Services to Increase Your Office's Revenue: Discover new service offerings to expand your client base and boost revenue streams. Learn upselling and cross-selling techniques and implement strategies to optimize your office's profitability.

Choose the mentorship option that best fits your needs:

- 1-on-1 Coaching: Receive personalized attention and customized guidance to address your specific business challenges and goals.

- Group Coaching: Benefit from shared experiences and collaborative learning with a small group of like-minded tax professionals.

- Service Bureau Coaching: Gain insights and strategies tailored for running a successful service bureau, with a focus on efficiency and scalability.

Join our mentorship program today and transform your tax preparation business into a thriving, efficient, and revenue-generating enterprise. Let us help you achieve unprecedented growth and success in the tax industry.

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[email protected]

Visit us someday

3800 GRAVOIS 1F, MO 63116

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