JOIN THE COLLECTIVE
EVERYTHING TAXES. ALL IN ONE COLLECTIVE.
Learn the tax industry beyond the basics with mentorship, weekly live trainings, in-depth education, resources, software options and a community built to help tax professionals grow in knowledge and in business.
WELCOME TO THE COLLECTIVE
WE TEACH WHAT
THEY DON'T TEACH YOU.
The tax industry is bigger than learning how to prepare a return. The Collective was created to help tax professionals understand the industry as a whole — from tax law and compliance to software, IRS processes, business growth, systems, marketing and everything in between.
Build your knowledge beyond the basic tax course.
Learn how concepts translate into real tax work.
Learn the business side of becoming a tax professional.
Keep developing beyond one tax season.
WHAT WE TEACH
IF IT'S TAXES,
WE'RE TALKING ABOUT IT.
Our education goes beyond tax terminology and basic preparation. We help tax professionals understand the pieces of the industry that are often overlooked, rushed or never explained.
Tax Fundamentals
Filing statuses, dependents, income, deductions, adjustments, credits and foundational tax concepts.
Due Diligence
Learn your responsibilities as a tax professional and how to properly document your work.
IRS Compliance
Ethics, data security, professional standards and the rules that protect both you and your clients.
Tax Software
Software navigation, diagnostics, e-filing, bank products and preparation workflows.
Amendments
Understand when returns need to be amended, what changes, and how the amendment process works.
IRS Processes
Learn the processes tax professionals often hear about but aren't always taught how to navigate.
CAF & Authorizations
Learn about CAF numbers, taxpayer authorizations, representation and related IRS processes.
Bank Products
Understand refund products, funding processes, fees and how the bank-product side of tax season works.
Practice Returns
Apply what you've learned with hands-on examples and realistic tax scenarios.
Tax Business Systems
Learn onboarding, document collection, client communication, preparation workflow and operational structure.
Marketing
Learn how to position your brand, market consistently and attract the right clients.
Business Growth
Go beyond preparing returns and start building a sustainable tax business.
WHO IT'S FOR
THERE'S ROOM
FOR YOU HERE.
You don't have to know everything before you join. That's the point of learning.
New Tax Preparers
Learn the foundation and build confidence before tax season.
Growing Tax Professionals
Strengthen your knowledge and learn beyond what you already know.
EROs & Office Owners
Learn systems, compliance, leadership and how to build a stronger operation.
Tax Professionals Who Want More
If you're tired of guessing, gatekeeping and figuring everything out alone, this was built for you.
MENTORSHIP OPTIONS
SUPPORT THAT MEETS YOU
WHERE YOU ARE.
You can receive mentorship through The Collective whether you need tax software or already have your own.
OPTION 01
Mentorship
Without Software
Already have your own tax software or tax company? You can still access the education, mentorship and support available through The Collective.
- Tax education
- Weekly trainings
- Industry guidance
- Business development
- Community access
- Skool Academy access
OPTION 02
Mentorship
With Software
Need the education and the tools to prepare returns? Choose a mentorship path that also includes access to tax software.
- Tax software access
- Tax education
- Weekly trainings
- Industry guidance
- Business development
- Skool Academy access
WEEKLY LIVE TRAININGS
WE DON'T TEACH ONCE
AND DISAPPEAR.
Tax professionals need ongoing education. That's why The Collective includes weekly trainings designed to keep members learning, practicing and growing throughout the year.
Live Learning
Attend live sessions and learn directly with The Collective.
Industry Topics
Explore tax topics that go far beyond the basic course.
Real Questions
Bring the questions that come up as you grow in the industry.
Continued Development
Keep learning beyond your first season or first training class.
THE COLLECTIVE SKOOL ACADEMY
YOUR TAX EDUCATION
HAS A HOME.
The Collective Skool Academy gives members one place to access education, resources, training replays, discussions and ongoing support.
JOIN THE SKOOL ACADEMYCourses
Structured education you can work through at your own pace.
Training Replays
Revisit weekly sessions and important tax-industry conversations.
Resources
Access tools, guides and materials designed to support your growth.
Community
Learn alongside other tax professionals inside the community.
WHY THE COLLECTIVE
KNOWLEDGE SHOULD NOT
BE GATEKEPT.
You shouldn't have to spend years piecing together information that could have been taught clearly from the beginning.
MORE THAN THE BASICS
We go deeper than a beginner tax course.
ONGOING EDUCATION
Weekly training means learning doesn't stop after onboarding.
MENTORSHIP YOUR WAY
Join with software or bring your own.
COMMUNITY
Grow around other professionals learning the industry too.
YOUR NEXT STEP
STOP LEARNING TAXES
IN PIECES.
Join a tax education community built to help you understand more, ask better questions, build your confidence and grow within the industry.
QUESTIONS
FREQUENTLY
ASKED.
CONNECT. LEARN. GROW. WIN.