Our Expert Program is for professionals looking to master high-level tax strategies and grow as leaders in the tax industry. You’ll learn advanced tax planning, business leadership, and strategies for scaling your tax services. Whether you want to lead a team or grow your business, this program gives you the tools to succeed.

Take your business tax knowledge to the next level! Our Advanced Business Tax Training breaks down everything you need to know about S-Corporations, C-Corporations, and Partnerships so you can make smarter, more strategic decisions.

Feeling uncertain about which service to choose? Schedule a consultation call with us.

• Requirements

  • EFIN Setup Assistance if needed

  • Independent Contractor Agreement

  • w9

  • IRS-Approved CE Credits

  • PTIN

  • Due diligence training

  • EFIN Setup Assistance if needed

  • Fees: Total Cost: $2,400.00
    Participants may choose to add a full business website for an additional $500.00, bringing the total to $2,900.00.
    This fee covers mentorship, software, marketing tools, and business setup support for a full year.

  • Payment: 3 Options Available

    1.) The Client may pay making installment payments using are payment integrations "klarna or after pay"

    2.) Use our payment system via cash, check, or online at: https://secure.cpacharge.com/pages/tlovetaxpreparation/payments.

    If paying online/by card, a 4.95% processing fee must be added to the total amount.

    3.) Fees can also be deducted from commission payments once the company is paid by the bank from the return

  • Termination: Either party may terminate this Agreement at any time with written notice. In the event of termination, Provider shall not be obligated to provide any further services and the Client shall not receive a refund for any fees paid

  • Confidentiality: Provider shall keep all information received from the Client confidential and shall not disclose any such information to any third party without the Client's prior written consent, except as required by law.

  • Disclaimer: Provider makes no guarantees or warranties as to the success of the Expert Program Overview services. Provider is not a law firm and does not provide legal advice.

  • Entire Agreement: This Agreement represents the entire agreement between Provider and Client and supersedes all prior negotiations, understandings or agreements, whether written or oral.

  Confidentiality and Disclosure:

  I understand that the information contained in my tax return is confidential and may not be used for any other purposes, and that all documents will be shredded. T. Love Tax Service will not disclose to unaffiliated third parties any information collected in a manner that connects you with your personal information, except when we have your permission or under special circumstances, such as when we have a good faith belief that the law requires it. We may also disclose collected information in certain cases when we have reason to believe that disclosing this information is necessary to identify, contact, or bring legal action against someone who may be causing injury to or interference (either intentionally or unintentionally) with any of our rights or property, visitors, or anyone else. We may disclose or access account information when we believe in good faith that the law requires it and for administrative and other purposes that we deem necessary to maintain, service, and improve our products and services.

• By signing below, the Client acknowledges that they have read and understood this Agreement and agree to its terms.