Mentoring & Coaching Program

Build, Grow, and Scale Your Tax Business With Confidence

At My Tax Lady, the My Tax Lady Academy Mentoring & Coaching Program is designed for individuals who want to enter the tax industry or elevate their existing tax preparation business. With over 20 years of experience in the tax industry, our program provides real-world guidance, structured education, and ongoing support to help you succeed with clarity and confidence.

This is not just a course—it is a complete mentorship and business-building solution.

What’s Included in the My Tax Lady Academy Program

Self-Paced, Step-by-Step Training Course

You will receive access to a structured training program that allows you to learn at your own pace while building a strong foundation in tax preparation and business operations.

Course Topics Include:

  • Tax law basics
  • Individual income tax preparation
  • Training on IRS forms including:
    Form 1040, W-2, 1099, and related schedules and supporting forms
  • Deductions and credits
  • Professional tax software training
  • Marketing and client acquisition strategies
  • Tax business setup guidance (State registration fees may apply)
  • Legal and compliance guidance for operating a tax business
  • IRS PTIN registration guidance (IRS PTIN fee applies)

Mentorship, Tools, and Ongoing Support

In addition to the training course, My Tax Lady Academy includes:

  • Dedicated mentorship and ongoing support.
  • Certificate of completion
  • Sample tax returns for learning and reference
  • Access to a private Microsoft Teams community
  • Access to a private Facebook group
  • Tax resource bundle, including templates, scripts, and guides
  • One-on-one training session
  • Easy-to-use professional tax software
  • Three hard-copy tax books
  • Tax journal
  • Custom marketing materials to help you attract and retain clients

Who My Tax Lady Academy Is For

  • Aspiring tax preparers
  • New tax business owners
  • Existing preparers seeking structure, confidence, and growth
  • Individuals who want mentorship—not just theory

    No matter where you are in your journey, My Tax Lady Academy is designed to meet you where you are and help you move forward with a clear roadmap.

Financing Options Available

We understand that investing in your future is a big decision. Financing options may be available to help make the My Tax Lady Academy Mentoring & Coaching Program more accessible.

To discuss financing, payment options, or eligibility, please contact us directly:

📞 Call or Text: (786) 587-9200
📩 Contact Us: Get In Touch
Our team will be happy to answer your questions and walk you through your options.

Invest in Your Future With My Tax Lady Academy

Your success in the tax industry starts with the right education, the right tools, and the right support system. My Tax Lady Academy provides all three—backed by decades of industry experience.

Enroll Today