JOIN NOW
TAX EDUCATION • MENTORSHIP • WEEKLY TRAINING • COMMUNITY
STOP TRYING TO LEARN
THE TAX INDUSTRY ALONE.
The Collective is where tax professionals come to learn more, ask better questions, strengthen their knowledge and grow within the industry — with ongoing education, mentorship, weekly trainings, resources and access to our Skool Academy.
CONNECT • LEARN • GROW • WIN
THIS IS THE COLLECTIVE
EVERYTHING TAXES.
BEYOND THE BASICS.
Preparing a tax return is only one piece of the industry. The Collective was built to help tax professionals understand the bigger picture — the tax knowledge, IRS processes, compliance, software, business systems, client growth, marketing and real-world topics that often get left out.
EDUCATION
Learn tax concepts and industry topics in a way that actually makes sense.
MENTORSHIP
Get guidance whether you need software or already have your own setup.
COMMUNITY
Learn alongside other tax professionals instead of figuring everything out alone.
GROWTH
Turn what you learn into confidence, stronger systems and a better tax business.
WHO SHOULD JOIN
THERE IS ROOM
FOR YOU HERE.
NEW TAX PREPARERS
Build your foundation and understand the industry before you're expected to perform in it.
EXPERIENCED TAX PROFESSIONALS
Go beyond what you already know and continue developing your skills and industry knowledge.
EROs & OFFICE OWNERS
Strengthen your knowledge of systems, compliance, training, operations and business growth.
THE TAX PRO WHO WANTS MORE
If you know there's more to this industry than what you've been taught, The Collective was built for you.
INSIDE THE COLLECTIVE
MORE THAN A COURSE.
AN EDUCATION ECOSYSTEM.
Your growth should not stop when the onboarding class ends. The Collective gives you multiple ways to keep learning.
Tax Education
Learn everything from foundational tax concepts to specialized industry topics and IRS processes.
Weekly Trainings
Continue learning through regular live training sessions throughout the year.
Mentorship
Get ongoing guidance and support as you navigate the tax industry and grow professionally.
Skool Academy
Access your learning environment, courses, resources, discussions and training content in one place.
Industry Resources
Get access to educational materials, guides and resources created to make the industry easier to navigate.
Business Education
Learn about tax-office systems, marketing, client growth, workflows and building beyond preparation.
EVERYTHING TAXES
THE QUESTIONS YOU HAVE?
WE WANT TO TEACH THEM.
Tax Fundamentals
Filing Statuses
Dependents
Income
Deductions & Adjustments
Tax Credits
Due Diligence
IRS Compliance
Data Security
Tax Software
Bank Products
Amendments
CAF & Authorizations
IRS Processes
Practice Returns
Tax Business Systems
Marketing
Client Growth
AND WE'RE JUST GETTING STARTED.
WEEKLY TRAININGS
LEARNING DOESN'T
STOP AFTER CLASS ONE.
The tax industry changes, your questions change and your experience grows. Our weekly trainings give members an ongoing place to continue learning.
LEARN LIVE
Participate in ongoing live educational sessions.
GO BEYOND THE BASICS
Explore topics that often aren't covered in basic tax training.
KEEP DEVELOPING
Continue strengthening your knowledge as your career and business grow.
ASK BETTER QUESTIONS
Learn enough to understand what you need to ask, research and investigate.
THE COLLECTIVE SKOOL ACADEMY
YOUR EDUCATION
HAS A HOME.
Your Skool Academy is the digital home of The Collective — giving you a place to learn, revisit training, access resources and connect with the community.
EXPLORE OUR SKOOLCOURSES
Structured learning you can work through at your own pace.
REPLAYS
Revisit training sessions when you need a refresher.
RESOURCES
Keep your tax-industry learning materials organized.
COMMUNITY
Learn and grow alongside other tax professionals.
MENTORSHIP YOUR WAY
WITH SOFTWARE.
OR WITHOUT IT.
You don't have to switch software to learn with The Collective. Choose the mentorship option that fits where you are right now.
OPTION 01
MENTORSHIP
WITHOUT SOFTWARE
Already have software, work under another office or simply want the education? This option allows you to learn with The Collective without changing your current software setup.
- Tax education
- Weekly trainings
- Mentorship
- Skool Academy
- Industry resources
- Business education
- Community access
OPTION 02
MENTORSHIP
WITH SOFTWARE
Need both the education and access to tax software? Choose the mentorship path that includes the tools you need to prepare returns.
- Tax software access
- Tax education
- Weekly trainings
- Mentorship
- Skool Academy
- Industry resources
- Business education
- Community access
WHY THE COLLECTIVE
YOU SHOULDN'T HAVE TO
PIECE IT ALL TOGETHER.
NO GATEKEEPING
We're here to make the industry easier to understand, not harder to access.
ONGOING LEARNING
Your education continues beyond one course and one tax season.
REAL SUPPORT
Learn in an environment where questions, development and growth are encouraged.
THE BIGGER PICTURE
Learn the tax work and the business that surrounds it.
READY TO JOIN?
CHOOSE HOW YOU WANT
TO ENTER THE COLLECTIVE.
Whether you need education alone or education plus software, there is a path for you inside The Collective.
FAQ
YOU HAVE
QUESTIONS.
CONNECT • LEARN • GROW • WIN