START HERE

About You

Let's start with the basics so we know who we're talking to.

First Name *

Last Name *

Email Address *

Phone Number *

YOUR EXPERIENCE

Where Are You Now?

You don't have to be experienced to belong here. We just want to understand your current starting point.

What Best Describes You? *

Tax Seasons Completed *

PTIN

Do you have your PTIN?

Yes No In Progress

EFIN

Do you have your EFIN?

Yes No In Progress

MENTORSHIP

Choose Your Path

Both paths include education, mentorship, weekly trainings, Academy access and community. The difference is whether you need tax software.

OPTION 01

Mentorship
Without Software

You already have software or work with another office and want The Collective for education, mentorship and support.

Weekly trainings
Tax education
Mentorship
Skool Academy
Business education

SOFTWARE INCLUDED

OPTION 02

Mentorship
With Software

You want The Collective's education and mentorship plus access to tax software for preparing returns.

Tax software access
Weekly trainings
Tax education
Skool Academy
Business education

I'M NOT SURE YET

That's okay. Tell us more about your goals below and we'll help you understand your options.

SUPPORT

Where Do You Need Help?

Select everything that currently feels like a gap. You can choose more than one.

Tax Knowledge & Preparation IRS Compliance & Due Diligence Tax Software Marketing & Getting Clients Starting / Growing My Business EFIN / ERO Guidance Systems & Operations Something Else

YOUR VISION

Where Are You Going?

This is the part we care about most. Tell us what you're actually trying to build.

What is your biggest goal for the upcoming tax season? *

How did you hear about The Collective?

Anything else you'd like us to know?

ALMOST THERE

Ready to Take
The Next Step?

Review your answers before submitting. We'll use this information to understand your mentorship interests and the type of support you're looking for.

Your information will be used to follow up regarding The Collective and your mentorship application.

✓

APPLICATION RECEIVED

You're One Step Closer
to The Collective.

Thank you for telling us more about where you are and where you're trying to go. Your next steps will be sent using the contact information you provided.

RETURN HOME EXPLORE OUR SKOOL

YOUR NEXT LEVEL STARTS WITH YOU.

About You

Where Are You Now?

Do you have your PTIN?

Do you have your EFIN?

Choose Your Path

Mentorship Without Software

Mentorship With Software

Where Do You Need Help?

Where Are You Going?

Ready to Take The Next Step?

You're One Step Closer to The Collective.

YOUR NEXT LEVEL
STARTS WITH YOU.

Mentorship
Without Software

Mentorship
With Software

Ready to Take
The Next Step?

You're One Step Closer
to The Collective.