Mastermind 162 Mentorship Program

For EA, CPAs and all tax professionals

The pinnacle of all tax professionals is being able to comfortably have their clients know what they can and cannot write-off. This is found in IRS code section 162, henceforth the name Mastermind 162. This exclusive mentorship program will give all tax professionals a 360 experience on how to run and scale a 6-7 figure successful tax business.

What You’ll Learn

Mastermind 162 is a 3-month virtual coaching program designed to equip tax business owners with everything they need to grow and expand their business. The mentorship program covers a wide range of tax-related topics, including:

  • Tax compliance and certifications: This session will cover all the credentials that tax professionals need to run a tax business.
  • Business Tax: Participants will learn about LLCs, S Corporation, C Corporation, and Partnership taxation.
  • Individual Tax: Participants will learn about deductions and credits for individual taxpayers.
  • Tax Codes & Ethics: Participants will learn how to read and interpret the tax codes and also learn about the taxpayer’s & tax preparer’s moral obligation and rights concerning taxes.
  • Business Structures & Tax Classification: Participants will learn how to form LLCs or any other business structure, how to file S Corp elections correctly etc.
  • Tax planning and strategy development: This includes discussing tax planning strategies that can help businesses and individuals minimize their tax liabilities while maximizing their profits.
  • Tax laws and regulations: Mentorship program participants will learn about the latest tax laws and regulations and how to stay compliant with them.
  • Accounting and bookkeeping: Participants will also learn how to keep accurate financial records and perform essential bookkeeping tasks.
  • Engagement letters & templates: Participants will receive templates for pricing, engagement letters, NDAs, etc.
  • Tax preparation software and technology: The mentorship program covers the latest tax preparation software and technology and how to use them effectively.
  • Marketing and client acquisition: Participants will learn how to market their business effectively and attract top tier clients.
  • Business development and growth: The program will provide insights into how to expand and grow a tax business while maintaining profitability.
  • Client retention and relationship management: The mentorship program teaches participants how to build strong relationships with clients and retain them over the long term.
  • Tax problem resolution and representation: Participants will learn how to handle tax problems that may arise and represent their clients effectively in front of the IRS.
  • Staff management and training: The program also covers how to manage staff and provide effective training to ensure everyone is working efficiently.
  • Financial management and analysis: Finally, the mentorship program covers financial management and analysis, which is essential to ensure business growth and profitability.

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Bonus Offer

These topics are all critical to running a successful tax business and are covered in-depth in the Mastermind 162 mentorship program. Mastermind 162 Mentorship Program is designed to address the most critical aspects of running a successful tax business. As a participant, you will gain lifetime access to an exclusive community of top tier tax professionals, benefit from weekly live zoom meetings over the duration of 4 months, generate new leads, and have the unique opportunity to attend our Top Tier annual gala in NY and a retreat in Dubai. This program is a significant investment for tax professionals like yourself who are ready to take their businesses to new heights. The program commence on June 1, 2024. Deadline for enrollment is May 31, 2024.

Book Mentorship Call

WHAT IS INCLUDED IN MASTERMIND 162

  • Weekly live zoom meetings over a 3 month period
  • Lifetime access to an exclusive community of tax professionals
  • Participants get to attend a live in person retreat in Dubai
  • Participants will receive a Certificate of Completion
  • Participants will receive two 1 hour private calls with Ashia
  • Refer top tier clients – participants will receive referrals to build their book of business
  • Participants will get to attend Top Tier gala in New York
  • Deadline to sign up is May31st
  • Listed on Top Tier Accounting Accountant Vendor List (subject to approval)