Dream Pro PTIN Mentorship Program – Only $299

Dream Pro is designed specifically for PTIN holders who want to start, build, and grow a successful tax preparation business. Whether you're brand new to the industry or looking to increase your confidence and knowledge, our mentorship program provides the training, support, and resources needed to prepare for a successful tax season.

Our goal is to help PTIN holders learn the foundations of tax preparation, understand compliance requirements, build confidence, and create additional income opportunities within the tax industry.

Perfect For

✔ New PTIN Holders

✔ Aspiring Tax Professionals

✔ Individuals Looking for Additional Income

✔ Entrepreneurs Entering the Tax Industry

✔ Tax Preparers Seeking More Confidence & Knowledge

Requirements

✔ Active PTIN Required ✔ Continued Education Credits of the Circular 230 ✔ Secure Internet & Laptop

What's Included

✔ PTIN Holder Mentorship Program

✔ Fundamentals of Tax Preparation Training

✔ Step-by-Step Tax Preparation Guidance

✔ Due Diligence & Compliance Training

✔ Client Intake & Workflow Training

✔ Business Setup & Branding Guidance

✔ Marketing & Client Acquisition Strategies

✔ Tax Industry Resources & Templates

✔ Year-Round Support

✔ Access to Live Coaching Sessions

✔ Private Skool Community Access

✔ Accountability & Growth Coaching

✔ Tax Season Preparation Support

✔ New Preparer Onboarding Resources

Once your mentorship program is purchased, you will receive access to our private Skool community, where you can connect with fellow EROs, ask questions, receive updates, and access all mentorship materials. As part of the program, Zoom links will be provided for all live training sessions and curriculum-related meetings, ensuring you have the guidance, support, and resources needed throughout your journey. Our goal is to help you stay engaged, informed, and on track as you build and grow your tax business.