Become a Tax Advisor.

Certified Tax Advisor Mentorship & Coaching Program

The step-by-step mentorship for tax professionals who are ready to move from preparing returns to providing strategic tax advisory services, year-round.

Join the Priority Waitlist Program starts May 1, 2027

Learn

Practical Strategies

Get

Expert Coaching

Implement

Real Solutions

Grow a

Profitable Advisory Business

What You’ll Learn

Identify tax planning opportunities for individuals and business clients
Have advisory conversations that create more value and recurring revenue
Implement tax strategies that reduce tax liability and increase cash flow
Position, price, and package your tax advisory services
Leverage systems, tools, and resources to serve clients year-round

Designed for Tax Professionals

Are preparing tax returns and ready to expand into advisory
Want to serve clients beyond tax season
Are committed to growing a profitable, sustainable tax business

Express Tax Financial Group: Become a Certified Tax Advisor mentorship and coaching program, beginning May 1, 2027

Start. Build. Grow.™

Join the Priority Waitlist!

Be the first to receive program details, enrollment updates, early access bonuses, and exclusive resources.