My Tax Lady Academy™ Mentoring & Coaching Program

Build a confident, compliant, and profitable tax preparation business with the My Tax Lady Academy™ Mentoring & Coaching Program. This all-inclusive package combines structured education, hands-on training, and ongoing mentorship designed for aspiring and current tax professionals who want real-world guidance—not just theory.

Whether you are brand new to tax preparation or ready to grow an existing practice, this program equips you with the knowledge, tools, and support needed to move forward with clarity and confidence.

What’s Included in Your Mentoring & Coaching Package
Self-Paced, Step-by-Step Training Course
Learn on your schedule with comprehensive training that covers:

Tax law fundamentals and compliance basics

Individual tax return preparation, including Forms 1040, W-2, 1099, and related schedules

Common deductions and credits

Professional tax software training

Marketing strategies and client acquisition

Business setup guidance and best practices
(State filing fees may apply)

Legal and compliance guidance for tax professionals

IRS PTIN registration guidance
(IRS PTIN fee applies)

Mentorship, Support & Practical Resources
Your package also includes:

Ongoing mentorship and support

One-on-one personalized training session

Certificate of Completion

Sample tax returns for practice and reference

Access to a private Microsoft Teams community

Access to a private Facebook group

A comprehensive tax resource bundle, including:

Templates

Scripts

Guides

Easy-to-use professional tax software

Custom marketing materials to support client growth

Physical Materials Shipped to You
You will receive:

Three hard copy tax-related books

A tax journal for planning, notes, and tracking

Who This Program Is For
Individuals looking to start a tax preparation career

Existing tax preparers seeking structured mentorship and support

Entrepreneurs ready to build or scale a tax business with professional guidance

Why Choose My Tax Lady Academy™
This program provides more than training—you receive education, mentorship, tools, community access, and real-world insight in one complete package, so you are never navigating the tax industry alone.