Launch Your Tax Business with Confidence — Six Weeks of Live Mentorship Plus January Readiness Support
Join GetSmart Tax Pro for six weeks of interactive tax preparation and business training, followed by an additional January refresher workshop and a private tax-season readiness appointment. Learn from an experienced tax business owner and prepare for the upcoming filing season with structured instruction, practical guidance, and personalized support.
Everything You Need to Start the Season Ready
Six live Tuesday evening classes
Nov 17 – Dec 22, 2026, 7:00–9:00 PM Central.
12 hours of core group instruction
Structured, instructor-led sessions — not recordings.
January 5 refresher workshop
Two-hour group session to lock in readiness before launch.
Private 30-minute readiness appointment
One individual session, Jan 6–8, 2027, focused on your setup.
Live Q&A and practical guidance
Real-time answers to your tax and business questions.
Tax business and operational training
Systems for running and growing a sustainable tax practice.
Classes Begin November 17, 2026
Six Tuesday Evenings · 7:00–9:00 PM Central
All group sessions meet live online from 7:00 PM to 9:00 PM Central Time. Sessions are led by an experienced tax business owner with industry experience dating back to 2011.
Tax Business Setup and Foundations
- Choosing your business structure
- PTIN, EFIN, and licensing essentials
- Setting up your tax office operations
- Banking and merchant basics
Tax Software and Office Setup
- Installing and navigating your GetSmart software
- Office configuration and user setup
- Bank-product workflows overview
- Practice returns and system checks
Personal Tax Preparation Fundamentals
- Filing status, dependents, and income
- Deductions and credits
- Document intake and verification
- Common 1040 scenarios and practice
Business Tax and Advanced Services
- Self-employment and Schedule C
- Business return fundamentals (1120, 1120-S, 1065)
- Quarterly estimates and due diligence
- Pricing business returns
Marketing, Sales, and Client Retention
- Attracting your first tax clients
- Local and digital marketing strategies
- Client onboarding and retention systems
- Pricing your tax preparation services
Tax Season Readiness and Final Q&A
- Pre-season readiness checklist
- Compliance and due diligence reminders
- Handling last-minute questions
- January launch preparation
Tax Season Launch & Readiness Workshop
Two-hour group refresher to finalize your readiness before tax season opens.
- Reviewing the tax preparation workflow
- Software access and setup checks
- Client intake and document collection
- Tax return preparation practice
- Compliance and due diligence reminders
- Final questions before tax season
One Private 30-Minute Readiness Session — Included in Your Enrollment
After the December 22 class, each enrolled student receives a private booking link to schedule one individual 30-minute tax-season readiness appointment between January 6 and 8, 2027. Use this time for personalized, one-on-one support.
Individual appointments are scheduled based on available booking slots. Availability is published after instructor hours are confirmed.
January Readiness Timeline
After your final December class
Why Live Mentorship?
Live mentorship is a separate purchase from the self-paced $99 Tax Academy and tax preparation software. You can enroll in any combination.
Live instruction
Real-time, instructor-led sessions — not pre-recorded lectures.
Assigned reading
Curated readings and reminders to keep you on track week over week.
Business guidance
Practical systems for running and growing a tax practice from day one.
Reserve Your Seat — $397 One-Time
Six weeks of live training, a January refresher workshop, and a private readiness appointment. Classes begin November 17, 2026.
RESERVE MY SEAT — $397Live mentorship is separate from separately licensed continuing education courses and is not a guarantee of business success.