Question 1

What’s included in the mentorship program?

Accepted Answer

Every package includes 6 weeks of hands-on tax training, marketing assistance, teaching support, done-for-you marketing materials, client attraction strategies, and ongoing guidance throughout tax season. You'll also get access to our private community and support team for real-time help.

Question 2

Do I need experience to join?

Accepted Answer

Not at all. This program was built for people with little to no experience in the tax industry. We’ll teach you everything you need to know—from the basics to how to confidently help clients and grow your business.

Question 3

How much can I expect to earn in my first season?

Accepted Answer

Your income depends on your effort and consistency. Most of our mentees aim to file between 50-200 returns in their first season. With an average prep fee of $600 per return, it’s possible to earn $10K–$50K or more—even as a beginner.

Question 4

Will I be filing taxes on my own?

Accepted Answer

No. In the beginning, you’ll work under our guidance. You’ll learn how to prepare returns while being supported by our team. As you grow, you’ll be trained to confidently file on your own with compliance and accuracy.

Question 5

Do I need my own EFIN to join?

Accepted Answer

No. You’ll be able to work under SLM Financial’s EFIN as a part of our team. When you’re ready to branch out and apply for your own, we’ll walk you through that process.

Question 6

What kind of marketing support do I get?

Accepted Answer

We provide editable marketing flyers, captions, strategies for social media, and tips on how to attract your ideal clients. You’ll also learn how to create a marketing system that brings in leads consistent

Question 7

Will I be trained on how to actually prepare a tax return?

Accepted Answer

Yes! The training covers real software walkthroughs, client scenarios, how to input information correctly, compliance rules, and how to confidently complete a return from start to finish.

Question 8

What happens after the 6-week training?

Accepted Answer

You’ll still have access to support and resources throughout the tax season. We don’t just train and disappear—we continue to guide you as you serve clients and scale your income.

Question 9

Can I join if I live in another state?

Accepted Answer

Yes! Our training is 100% virtual. No matter where you are in the U.S., you can join and start your journey in the tax industry with us.

Question 10

What if I have a full-time job—can I still do this?

Accepted Answer

Absolutely. Many of our mentees start part-time and still make great income during tax season. You can work evenings, weekends, or your off days. This program is designed to work around your life.

Question 11

Do you help with branding or setting up my business later?

Accepted Answer

Yes! While our main focus is preparing you for your first successful season, we do provide insight on business setup, branding, and long-term growth if you decide to stay with us and elevate into leadership or owning your own brand.