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Mentorship Program
EFINity
Circle
EFINity is not a course. It's not a coaching program. It's a 12-month mentorship platform built for tax professionals, PTIN holders, and EROs who are serious about building legitimate, compliant, and scalable tax firms.
Most programs teach how to file. EFINity teaches how to build a compliant tax business — with real systems, real software, and real support. This is where the game changed.
// Who This Is For
→PTIN holders preparing to step into real tax practice
→EROs who want structure, systems, and 1:1 support — not guesswork
→Tax professionals ready to move from seasonal preparer to firm owner
✓Phase 1 — Business compliance, formation & structure
✓Phase 2 — Bookkeeping & financial systems
✓Phase 3 — Advanced tax preparation & strategy
✓Corporate & individual tax software included
✓Live training 2x/week + 1-on-1 support sessions
✓Marketing, client acquisition & retention training
$349/month
Training · Software · Systems · Support
All included. No add-ons required.
// 12-Month Program Includes
📚
Structured 12-month mentorship curriculum
💻
Corporate & individual tax software — no extra cost
🎥
Live training 2x/week (1x during tax season)
👤
Individual 1-on-1 support sessions
💬
Private chat and group community access
🔧
Real-world tools, templates, and workflows
📣
Marketing and client acquisition training
"EFINity doesn't rush the process — because firms built right don't need rebuilding later."