Financial Advisory Academy Choose your path ↘

2026–2027 TAX SEASON OPPORTUNITY

YOUR NEXT MOVE
CHANGES EVERYTHING.

Two paths. One powerful industry. Choose how you want to build your future in taxes and financial services.

NO EXPERIENCE REQUIRED LIVE PROFESSIONAL TRAINING BUILT FOR BEGINNERS
ENTER THE CHOICE ↓

THE DECISION IS YOURS

WHICH FUTURE
DO YOU WANT?

Select the opportunity that matches your ambition. You can start either path with zero tax experience.

01 / OWNER PATH

TAKE THE RED PATH

TAX
PARTNER

Launch your own insurance-style tax and financial consulting agency—powered by our system, training, and support.

INVESTMENT$499
TRAINING12 WEEKS
  • Your own agency business model
  • Tax + financial consulting training
  • Systems to recruit and lead a team
  • Professional tools and ongoing support
BUILD MY AGENCY →

Best for entrepreneurs ready to build, lead, and create a larger income opportunity.

02 / PROFESSIONAL PATH

TAKE THE BLUE PATH

TAX
PREPARER

Learn to prepare taxes professionally with the software, skills, and guided training you need to get started.

INVESTMENT$199
TRAINING8 WEEKS
  • Professional tax software included
  • Step-by-step tax preparation training
  • Practical client-ready workflows
  • Agency support as you grow
START PREPARING TAXES →

Best for motivated beginners ready to learn a valuable skill and earn during tax season.

SIDE-BY-SIDE

TWO WAYS TO WIN.

THE DIFFERENCEPARTNERPREPARER
Your focusOwn + lead an agencyPrepare tax returns
Training length12 weeks8 weeks
Investment$499$199
Experience neededNoneNone

YOUR NEXT CHAPTER STARTS HERE

READY TO
CHOOSE?

Tell us which path interests you. We’ll send the next steps and program details.