The Tier 2 Mentorship Program is built for tax professionals who want to launch and grow their own tax business. We provide comprehensive training, marketing support, and educational tools to help you succeed. Solutions You Trust equips you with the knowledge and skills needed to operate, expand, and scale a profitable tax practice. Please note: both an EFIN (Electronic Filing Identification Number) and PTIN (Preparer Tax Identification Number) are required to run your business.
THIS POWERFUL PACKAGE INCLUDES:
The complete blueprint from Solutions You Trust
Professional tax software included
Step-by-step software training
Custom business name creation support
Dedicated tech support team
IRS registration guidance
Ability to offer tax loans to clients
Group coaching sessions
Full customer support throughout tax season
Ready-to-use client forms
Bank registration setup assistance
Continuous tax law updates
Guidance from an experienced business coach
Free access to our exclusive paid tax professional community
Free access to our online ERO tax professional training course
Business payroll setup when you’re ready to grow
PTIN holders with no experience start at high as 75% up to 100% | EFIN required
GET STARTED
WITH OUR 5 EASY STEPS!
STEP 1
Select your package: Tier 1 (PTIN), Tier 2 (ERO), or Tier 3 (Service Bureau).
STEP 2
Kindly review
and finalize your
contract.
STEP 3
Select a time to
complete your
onboarding training.
STEP 4
Attend our
business setup
training.
STEP 5
Start your tax
preparation
business.
