REMAIN A STUDENT

MENTORSHIP APPLICATION

You’re applying for the Tax Season Mentorship Cohort.

This program runs from January through April and includes weekly office hours, trainings, monthly 1:1 calls, file reviews, and more.

Please answer the questions below so I can better understand where you are and how to support you.

Full Name

Email Address

Preferred Language

English

Spanish

Phone Number

How long have you been working preparing taxes?

Just getting started

1–2 years

3–5 years

5+ years

What type of work do you currently do? (check all that apply)

Individual tax prep

Business tax prep (S-Corp, C-Corp, or Partnerships)

Bookkeeping

Tax resolution

Other: _______

What are you struggling with the most right now?

What is your main goal for this tax season? Be specific.

Why are you interested in mentorship specifically?

On a scale of 1–10, how committed are you to growing this upcoming tax season?

1–3

4–6

7–8

9–10

Are you prepared to invest in your growth?

Yes, I’m ready to move forward

I need more information

Payment Preference

Pay in full ($2,000)

Payment plan (3 payments of $750)

Early Enrollment Pricing ($1,500 until 11/01/26)

Anything else you’d like me to know?

Payment Agreement

By submitting this application, you understand that if accepted into the mentorship, you are committing to the full program investment.

Payment plans are a commitment to the full amount. If a payment fails or is not completed, access to mentorship sessions, materials, and resources will be paused until the account is brought current.

Spots are limited and will be filled on a rolling basis.

I agree to the mentorship enrollment and payment terms

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REMAIN A STUDENT

MENTORSHIP APPLICATION

You’re applying for the Tax Season Mentorship Cohort. This program runs from January through April and includes weekly office hours, trainings, monthly 1:1 calls, file reviews, and more. Please answer the questions below so I can better understand where you are and how to support you.

You’re applying for the Tax Season Mentorship Cohort.

This program runs from January through April and includes weekly office hours, trainings, monthly 1:1 calls, file reviews, and more.

Please answer the questions below so I can better understand where you are and how to support you.