Question 1

Do I need experience to enroll?

Accepted Answer

No. Our Tax Preparation Foundations course is designed for complete beginners. You'll learn tax terminology, filing statuses, common credits, and ethics from the ground up.

Question 2

Will I receive a certificate?

Accepted Answer

Yes. Each level — Foundations, Professional, Advanced, and the Office Owner Masterclass — issues a digital certificate upon successful completion of the exams.

Question 3

Does the academy help me get my PTIN and EFIN?

Accepted Answer

Yes. Our PTIN & EFIN Guidance walks you through IRS account setup, the application process, suitability checks, and the office readiness requirements (including a written security plan).

Question 4

Can I cancel my membership?

Accepted Answer

Yes. Memberships are month-to-month and you can cancel anytime from your dashboard. You keep access through the end of your billing period.

Question 5

What software do you train on?

Accepted Answer

Our Software Training track covers the universal preparer workflow — navigation, return prep, e-filing, diagnostics, amendments, bank products, and reporting — applicable across major professional tax software platforms.

Question 6

Is there mentorship included?

Accepted Answer

Silver and above include live Q&A sessions. The Elite Mentorship plan includes private 1-on-1 coaching with Mason H. Ross Jr., focused on building and scaling your tax office.

Question 7

Do you help me start my own tax business?

Accepted Answer

Yes. The Tax Office Owner & Operations Masterclass covers hiring, CRM setup, marketing systems, automation, and scaling — built directly from systems used in our own office.

Question 8

What's the refund policy?

Accepted Answer

If you're unsatisfied within 7 days of enrollment in a paid course, contact support and we'll issue a full refund. Mentorship packages have specific terms outlined at signup.

Frequently asked questions.

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