Share your experience, where your practice stands today and the goals or challenges you want help with.
Build your tax office with guidance at every stage.
Starting a practice or ready to grow? Meet with Ron Williams to talk about your goals and explore how TAAX mentorship can support your office, your systems and your next steps.
Practical support for building a stronger tax office.
TAAX mentorship brings together one-on-one guidance, live office training and the systems you use to run your practice. It works alongside the software, services and support included in Tax Office Plus.
For new tax office owners and established practices looking for more structure, support and room to grow.
- One-on-one mentorshipGuidance focused on your office goals and challenges.
- Training and office systemsLearn the software and strengthen your day-to-day workflows.
- Growth and accountabilityDiscuss pricing, client development and the priorities that move your practice forward.
A conversation about your business and the support you need.
Discuss the mentorship approach, training and office systems. Ask how the support could apply to your stage of business.
Review program fit, what is included, pricing and how to get started. Bring your questions so you can make an informed decision.
Before we meet: Have your main business goal and two or three questions ready. If you already run an office, think about the workflow or growth challenge you most want to improve.
Choose a time to meet with Ron.
Meet with Ron to discuss your office and mentorship goals.
Schedule your mentorship meeting
Select Consultant, choose an available date and time, then enter your details.
Open booking calendar →Need help? Call 1-844-542-TAAX