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.

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 and our ASFP CE.

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.

Sales Conversion Systems

Maximize your client conversion rates with advanced techniques

Onboarding and Client Management Systems

Implement seamless client onboarding processes and state-of-the-art client management systems.

Building a Team Training

Learn effective strategies for recruiting, training, and retaining top talent.

Additional Services to Increase Your Office's Revenue

Discover new service offerings to expand your client base.

$549.00

Get Started

$149.00

Get Started

$2500.00

Get Started

6 - 90 Minute Group Coaching Sessions
1 on 1 coaching calls
How to be compliant with the IRS
How to Build and Maintain a successful team
Includes a complete goal and business analysis
Six Figure BluePrint Workbook
In-Season Marketing Strategies

1 60-Minute coaching session.
You choose time and date.
Expert advice from a seasoned tax professional and service bureau owner.
Choose your topic and get insider tips for marketing strategies and address specific needs to get your business aligned.

10 - 90 Minute Coaching Sessions
You choose the date and time
Include a complete goal and business analysis
Marketing Strategies for attracting more business.
We do it for you -Tool and Template for your Service Bureau
Processes, Workflow, and Sales Assistance

Elevate Your Tax Business with Personalized Mentorship!

$1299.00

Click to Sign Up

Ready to grow your tax practice and dominate your local market? Our Traveling Tax Preparer Mentorship Program offers customized, hands-on guidance tailored to your business needs.

What We Offer:

---We Come to You: Receive expert training and support directly at your location, addressing the unique challenges of your market.

---Local Marketing Strategies: We’ll help you create a targeted marketing plan to attract clients in your area and establish your tax office as the top choice.

---Professional Branding: Enhance your image with high-quality headshots and branding advice.

---Ongoing Support: Benefit from continued guidance to keep your business on track even after our visit.

For just $1299.00, invest in a mentorship that transforms your tax business. Secure your spot today and start building a thriving practice!

MEET THE COACH

Dr. Shakarra Shug Thompson

At SureTax, we believe in empowering tax professionals with the tools and knowledge they need to succeed. Meet Dr. Thompson, your dedicated coach and mentor. With over 15 years of experience in the tax preparation industry and a proven track record of assisting over 250 tax professionals in scaling key parts of their businesses, Dr. Thompson is here to guide you every step of the way.

Whether you're just starting out or looking to take your practice to the next level, Dr. Thompson provides personalized coaching and expert advice tailored to your unique needs. From mastering tax software to building a successful business strategy, you'll gain the insights and support you need to thrive in this competitive field.

Dr. Thompson’s hands-on approach, combined with real-world experience, ensures that you’re not just learning the theory but applying practical solutions that drive results. With a commitment to your success, Dr. Thompson is more than just a coach—he's a partner in your journey to becoming the best in the business.

Join us at SureTax and let Dr. Thompson help you unlock your full potential as a tax professional. Your success is our priority.