The SMB Tax Strategy Solution
We are excited that you are interested in becoming THE next Tax Strategy Expert! The application process has two important steps.
STEP ONE: APPLICATION
Complete and submit the questions below so we can learn more about you and your firm.
STEP TWO: CONFIRM THE PROGRAM IS A FIT
Attend one of our upcoming preview sessions to make sure this is what you are looking for. If the live session dates do not work for your schedule, simply register for an event and watch a replay after the event.
OR
Schedule a 20 minute personalized call with Josie to ask all of your questions and make sure it is a good fit for you.
*You will be directed to the registration or scheduling page in the next step
Contact us at [email protected] with any questions!