Build Your Skills. Launch Your Business. Expand Your Possibilities.
Explore tax preparation, bookkeeping, financial protection education, and travel planning—with practical training to help you build complementary services for year-round income opportunities.
Tax & Bookkeeping
Learn personal and business tax preparation, IRS compliance, and basic bookkeeping.
Financial Protection Education
Explore generational wealth, family protection, IULs, and annuities, including benefits, costs, and limitations.
Travel Planning
Discover how travel planning could become an additional service for your clients.
One Business Vision. Multiple Ways to Serve.
Learn how complementary services can help you support clients throughout the year—from tax preparation and bookkeeping to protection education and travel planning.
What You’ll Learn
Preparing personal and business tax returns.
Understanding IRS compliance and professional practices.
Organizing financial records and basic bookkeeping.
Building business systems, pricing, and marketing.
Attracting clients and developing ongoing relationships.
Educating clients about financial protection options.
Exploring travel-planning opportunities.
Learning the basics of starting your business and structuring a business for your clients.
Educating clients about tools that can build wealth while providing financial protection for their families through IULs, annuities, and whole life policies.
From Learning to Action
Practice tax-return scenarios.
A basic bookkeeping exercise, plus a business startup checklist and budget.
Educate clients about financial protection options, including IULs, annuities, and whole life policies.
A service menu and introductory marketing plan.
A client-development action plan.
Ready for Your Next Chapter?
Designed for aspiring tax preparers, new entrepreneurs, existing business owners, and adults exploring additional service-based income opportunities.
Welcome to Next Level
Get the Details Before You Enroll
Learn about tuition, payment options, business startup expenses, the complete curriculum, and participation expectations. Enrollment Limited to 20 Participants.
Frequently Asked Questions
Program length and delivery format?
It is an intense course that meets for several days virtually over 3–5 weeks, depending on your pace and the days chosen.
Experience needed?
Designed for both beginners and existing business owners; no prior tax or accounting experience is strictly required.
Software and materials?
You need a laptop or desktop computer. Other materials will be discussed during orientation. Demo software is used for training, but you will need to purchase the actual software for tax season. You may be able to earn purchase assistance from us.
Tuition and additional business expenses?
We cover tuition details in our info sessions, alongside expected startup costs for your new business.
Ongoing support and licensing?
We provide mentorship; however, course completion is separate from obtaining independent professional credentials.