TRA • TAX PRO EDUCATION PRESENTS
Mentorship, structure, and systems — sized for your lane. Whether you're building your book, running an EFIN with partners under you, or selling software as a bureau: Auntie puts the X-RAY VISION on your back end, shores up your offer, and wires the systems so the money is measurable.
Mentorship, structure, and systems — sized for your lane. Whether you're building your book, running an EFIN with partners under you, or selling software as a bureau: Auntie puts the X-RAY VISION on your back end, shores up your offer, and wires the systems so the money is measurable.
Every hero needs a headquarters, boo. Pick your lane below – the offer, the price, and the build all change with it.
Every hero needs a headquarters, boo. Pick your lane below – the offer, the price, and the build all change with it.
THREE LANES
THREE LANES
ONE PROGRAM, SIZED THREE WAYS
LANE 01
TAX PRO
LANE 02
ERO
LANE 03
SERVICE BUREAU
TRA • TAX PRO EDUCATION PRESENTS
Mentorship, structure, and systems — sized for your lane. Whether you're building your book, running an EFIN with partners under you, or selling software as a bureau: Auntie puts the X-RAY VISION on your back end, shores up your offer, and wires the systems so the money is measurable.
Every hero needs a headquarters, boo. Pick your lane below – the offer, the price, and the build all change with it.
THREE LANES
ONE PROGRAM, SIZED THREE WAYS
LANE 01
TAX PRO
LANE 02
ERO
LANE 03
SERVICE BUREAU
Lane 01
TAX PRO
Building your own book.
LANE 02
ERO
EFIN + PTIN partners under you
LANE 02
ERO
EFIN + PTIN partners under you
LANE 03
SERVICE BUREAU
Selling software
Lane 01 • TAX PRO
Lane 01 • TAX PRO
No software. No fee splits. No bureau. Keep your stack, keep your clients, keep 100%
of your fees — and let us tighten everything behind the curtain.
No software. No fee splits. No bureau. Keep your stack, keep your clients, keep 100%
of your fees — and let us tighten everything behind the curtain.
THIS LANE IS FOR YOU IF
You already have your own tax software and your credentials handled
You're doing the work but the money doesn't match the effort
Your intake, follow-up, and pricing are held together with duct tape and prayer
You want a real strategist to review your business — not another course collecting dust
You're ready to raise your prices and stand on it
IT IS NOT FOR FOR YOU IF
You hold an EFIN with PTIN partners under you — that's the ERO tab
You're selling software — that's the Service Bureau tab
You want done-for-you without doing your part
You want a real strategist to review your business — not another course collecting dust
IT IS NOT FOR FOR YOU IF
You hold an EFIN with PTIN partners under you — that's the ERO tab
You're selling software — that's the Service Bureau tab
You want done-for-you without doing your part
You want a real strategist to review your business — not another course collecting dust
THIS LANE IS FOR YOU IF
You already have your own tax software and your credentials handled
You're doing the work but the money doesn't match the effort
Your intake, follow-up, and pricing are held together with duct tape and prayer
You want a real strategist to review your business — not another course collecting dust
You're ready to raise your prices and stand on it
IT IS NOT FOR FOR YOU IF
You hold an EFIN with PTIN partners under you — that's the ERO tab
You're selling software — that's the Service Bureau tab
You want done-for-you without doing your part
You want a real strategist to review your business — not another course collecting dust
IT IS NOT FOR FOR YOU IF
You hold an EFIN with PTIN partners under you — that's the ERO tab
You're selling software — that's the Service Bureau tab
You want done-for-you without doing your part
You want a real strategist to review your business — not another course collecting dust
Lane 01
No software. No fee splits. No bureau. Keep your stack, keep your clients, keep 100%
of your fees — and let us tighten everything behind the curtain.
THIS LANE IS FOR YOU IF
You already have your own tax software and your credentials handled
You're doing the work but the money doesn't match the effort
Your intake, follow-up, and pricing are held together with duct tape and prayer
You want a real strategist to review your business — not another course collecting dust
You're ready to raise your prices and stand on it
IT IS NOT FOR FOR YOU IF
You hold an EFIN with PTIN partners under you — that's the ERO tab
You're selling software — that's the Service Bureau tab
You want done-for-you without doing your part
You want a real strategist to review your business — not another course collecting dust
THIS LANE IS FOR YOU IF
You hold the EFIN and buy your software through TMB (TaxSlayer Pro, OLT, or TaxWise)
You have PTIN partners preparing under you — or you're recruiting them
Your client onboarding and partner onboarding are two different fires every January
You want BOTH offers built: the one that gets clients AND the one that recruits partners
You want dashboards that show ROI, not vibes
IT IS NOT FOR FOR YOU IF
You're a solo pro with your own tools — that's the Tax Pro tab
You're selling software to other EROs — that's the Service Bureau tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
LANE 02 • ERO
Structure. Systems. Measurable ROI. You purchase your software through TMB — TaxSlayer Pro, OLT, or TaxWise — you've got PTIN partners under you, and your money is made in volume. We build the machine that runs both sides of your operation.
LANE 02
Structure. Systems. Measurable ROI. You purchase your software through TMB — TaxSlayer Pro, OLT, or TaxWise — you've got PTIN partners under you, and your money is made in volume. We build the machine that runs both sides of your operation.
THIS LANE IS FOR YOU IF
You hold the EFIN and buy your software through TMB (TaxSlayer Pro, OLT, or TaxWise)
You have PTIN partners preparing under you — or you're recruiting them
Your client onboarding and partner onboarding are two different fires every January
You want BOTH offers built: the one that gets clients AND the one that recruits partners
You want dashboards that show ROI, not vibes
IT IS NOT FOR YOU IF
You're a solo pro with your own tools — that's the Tax Pro tab
You're selling software to other EROs — that's the Service Bureau tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
LANE 02
LANE 02 • ERO
Structure. Systems. Measurable ROI. You purchase your software through TMB — TaxSlayer Pro, OLT, or TaxWise — you've got PTIN partners under you, and your money is made in volume. We build the machine that runs both sides of your operation.
Structure. Systems. Measurable ROI. You purchase your software through TMB — TaxSlayer Pro, OLT, or TaxWise — you've got PTIN partners under you, and your money is made in volume. We build the machine that runs both sides of your operation.
THIS LANE IS FOR YOU IF
You hold the EFIN and buy your software through TMB (TaxSlayer Pro, OLT, or TaxWise)
You have PTIN partners preparing under you — or you're recruiting them
Your client onboarding and partner onboarding are two different fires every January
You want BOTH offers built: the one that gets clients AND the one that recruits partners
You want dashboards that show ROI, not vibes
IT IS NOT FOR YOU IF
You're a solo pro with your own tools — that's the Tax Pro tab
You're selling software to other EROs — that's the Service Bureau tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
THIS LANE IS FOR YOU IF
You hold the EFIN and buy your software through TMB (TaxSlayer Pro, OLT, or TaxWise)
You have PTIN partners preparing under you — or you're recruiting them
Your client onboarding and partner onboarding are two different fires every January
You want BOTH offers built: the one that gets clients AND the one that recruits partners
You want dashboards that show ROI, not vibes
IT IS NOT FOR YOU IF
You're a solo pro with your own tools — that's the Tax Pro tab
You're selling software to other EROs — that's the Service Bureau tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
LANE 02
Structure. Systems. Measurable ROI. You purchase your software through TMB — TaxSlayer Pro, OLT, or TaxWise — you've got PTIN partners under you, and your money is made in volume. We build the machine that runs both sides of your operation.
THIS LANE IS FOR YOU IF
You hold the EFIN and buy your software through TMB (TaxSlayer Pro, OLT, or TaxWise)
You have PTIN partners preparing under you — or you're recruiting them
Your client onboarding and partner onboarding are two different fires every January
You want BOTH offers built: the one that gets clients AND the one that recruits partners
You want dashboards that show ROI, not vibes
IT IS NOT FOR YOU IF
You're a solo pro with your own tools — that's the Tax Pro tab
You're selling software to other EROs — that's the Service Bureau tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
LANE 03 • SERVICE BUREAU
LANE 03 • SERVICE BUREAU
Structure. Systems. Measurable ROI. Your bureau lives or dies on your back-end systems and the strength of your offer. We shore up both — so your bureau sells, onboards, and retains like a machine.
Structure. Systems. Measurable ROI. Your bureau lives or dies on your back-end systems and the strength of your offer. We shore up both — so your bureau sells, onboards, and retains like a machine.
THIS LANE IS FOR YOU IF
You're selling tax software and your customers are EROs and offices
Your seat sales are inconsistent because your offer isn't shored up
Your sales-to-onboarding handoff loses people between "yes" and "live"
Retention is a prayer instead of a system
You want dashboards tracking every seat sold, every renewal, every dollar
IT IS NOT FOR FOR YOU IF
You hold an EFIN with partners producing under you — that's the ERO tab
You're a solo pro with your own tools — that's the Tax Pro tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
THIS LANE IS FOR YOU IF
You're selling tax software and your customers are EROs and offices
Your seat sales are inconsistent because your offer isn't shored up
Your sales-to-onboarding handoff loses people between "yes" and "live"
Retention is a prayer instead of a system
You want dashboards tracking every seat sold, every renewal, every dollar
IT IS NOT FOR FOR YOU IF
You hold an EFIN with partners producing under you — that's the ERO tab
You're a solo pro with your own tools — that's the Tax Pro tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
LANE 03 • SERVICE BUREAU
Structure. Systems. Measurable ROI. Your bureau lives or dies on your back-end systems and the strength of your offer. We shore up both — so your bureau sells, onboards, and retains like a machine.
THIS LANE IS FOR YOU IF
You're selling tax software and your customers are EROs and offices
Your seat sales are inconsistent because your offer isn't shored up
Your sales-to-onboarding handoff loses people between "yes" and "live"
Retention is a prayer instead of a system
You want dashboards tracking every seat sold, every renewal, every dollar
IT IS NOT FOR FOR YOU IF
You hold an EFIN with partners producing under you — that's the ERO tab
You're a solo pro with your own tools — that's the Tax Pro tab
You're looking for 1:1 hand-holding instead of systems — structure IS the mentorship here
THE TAX PRO 0FFER
SCHEDULE M- TAX PRO
TAX YEAR 2026
01
THE BOX OFFICE X-RAY™ - TAX PRO EDITION
A complete operational review of your practice – intake, follow-up, pricing, workflow, and tech stack – delivered as a written findings report.
$497 VALUE
02
OFFER SHORE UP-SESSION + 90 DAY EXECUTION PLAN
One private strategy session plus a written 90-day plan: what to charge, what to fix first, and exactly how to execute it. Your offer, priced and packaged like you mean it.
$397 VALUE
03
THE TRAINING BOARD - PRE RECORDED, UPDATED QUARTERLY
Auntie's full pre-recorded training library, on demand and refreshed every quarter — because the tax game doesn't sit still and neither do we.
$997 VALUE
04
BI-WEEKLY LIVE GROUP STRATEGY MEETING
Every week, you and the collective get in the room together for a live GROUP strategy and execution session. Real talk, real numbers, real accountability. (Private 1:1? That's an Upgrade Layer below.)
$1997/YR VALUE
05
100 DAYS OF TAXES
Your content engine. One hundred days of done-for-you content so your marketing never goes quiet — even mid peak season.
$297 VALUE
06
TRMCRM MARKETING MANAGER
Social automation plus the 52-Week Tax Pro Playbook, with customer service support included — so you're never stranded with your tech.
$444/YR VALUE
07
THE CLIENT DOCS & SCRIPTS VAULT
Engagement letter template, price-increase letter, document-chase text scripts, and a review-and-referral ask sequence. The paperwork and words that back up your new prices — done for you.
$197 VALUE
TOTAL STACK VALUE
$4,826+
POW! HERE COMES THE OFFER
YOUR INVESTMENT TODAY
then $147/mo for execution assistance + Training Board access
then $349/mo
POW! HERE COMES THE OFFER
YOUR INVESTMENT TODAY
then $147/mo for execution assistance + Training Board access
then $349/mo
The $497 unlocks your X-Ray and strategy plan — deliverables you keep forever. The $147/mo keeps your weekly group strategy meetings, Training Board (with quarterly updates), 100 Days of Taxes, and TRMCRM Marketing Manager active. Cancel anytime; access ends with your subscription.
SCHEDULE M- TAX PRO
TAX YEAR 2026
01
THE BOX OFFICE X-RAY™ - TAX PRO EDITION
A complete operational review of your practice – intake, follow-up, pricing, workflow, and tech stack – delivered as a written findings report.
$497 VALUE
02
OFFER SHORE UP-SESSION + 90 DAY EXECUTION PLAN
One private strategy session plus a written 90-day plan: what to charge, what to fix first, and exactly how to execute it. Your offer, priced and packaged like you mean it.
$397 VALUE
03
THE TRAINING BOARD - PRE RECORDED, UPDATED QUARTERLY
Auntie's full pre-recorded training library, on demand and refreshed every quarter — because the tax game doesn't sit still and neither do we.
$997 VALUE
04
WEEKLY LIVE GROUP STRATEGY MEETING
Every week, you and the collective get in the room together for a live GROUP strategy and execution session. Real talk, real numbers, real accountability. (Private 1:1? That's an Upgrade Layer below.)
$1997/YR VALUE
05
100 DAYS OF TAXES
Your content engine. One hundred days of done-for-you content so your marketing never goes quiet — even mid peak season.
$297 VALUE
06
TRMCRM MARKETING MANAGER + SUPPORT
Social automation plus the 52-Week Tax Pro Playbook, with customer service support included — so you're never stranded with your tech.
$444/YR VALUE
07
THE CLIENT DOCS & SCRIPTS VAULT
Engagement letter template, price-increase letter, document-chase text scripts, and a review-and-referral ask sequence. The paperwork and words that back up your new prices — done for you.
$197 VALUE
POW! HERE COMES THE OFFER
YOUR INVESTMENT TODAY
then $147/mo for execution assistance + Training Board access
then $349/mo
POW! HERE COMES THE OFFER
YOUR INVESTMENT TODAY
then $147/mo for execution assistance + Training Board access
then $349/mo
The $497 unlocks your X-Ray and strategy plan — deliverables you keep forever. The $147/mo keeps your weekly group strategy meetings, Training Board (with quarterly updates), 100 Days of Taxes, and TRMCRM Marketing Manager active. Cancel anytime; access ends with your subscription.
LEVEL UP MEMBERS ONLY
The core offer gives you the blueprint and the group room. These layers add private access and done-for-you execution — exclusive to enrolled members.
01
UPGRADE LAYER
1:1 ACCOUNTABILITY MEETINGS
The weekly calls are group. This is private. Direct eyes on YOUR business, your numbers, your next moves.
Private 1:1 accountability session
Progress review against your build-out plan
Direct answers on your dashboards & ROI
Book 1 to 4 meetings per month – your pace
$249
per meeting · up to 4/mo
02
UPGRADE LAYER
THE BRAND GLOW-UP
Your expertise deserves packaging that matches the price you're about to charge. Full visual rebrand, executed by our design team.
Logo suite refresh (primary, stacked, icon)
Color palette & font system
Branded social media template pack
One-page brand guide your whole team can follow
$797
one-time
03
UPGRADE LAYER
THE CUSTOM CRM BUILD-OUT
We build your entire client machine on the platform YOU already pay for — pipelines, automations, calendars, templates. Turnkey.
GOHIGHLEVEL, 17HATS, HONEYBOOKS, DUBSADO
Client pipeline & stage design
Intake forms, workflows & automations
Email/SMS follow-up sequences.
Calendars, templates & team training walkthrough
$597
scoped after your X-Ray
04
UPGRADE LAYER
THE SHEETS COMMAND CENTER
Not ready for a full CRM? We'll build you a custom Google Sheets dashboard that runs your numbers like a cockpit.
Client & pipeline tracker.
Revenue and KPI dashboard
Season-readiness checklist tab.
Loom walkthrough so you actually use it
$497
one-time
05
UPGRADE LAYER
GRAPHIC VA SUPPORT
Your 100 Days of Taxes content, executed. A trained graphic VA turns your prompts into polished, on-brand posts so you stay client-facing.
Social graphics & content execution.
On-brand templates worked for you.
Season-scaled availability.
Full details & pricing in the TRMCRM Marketplace.
FEES
VARY
see TRMCRM Marketplace
06
UPGRADE LAYER
THE DIGITAL FRONT DOOR
All that new pricing and polish needs somewhere to land. A branded one-page site and booking funnel, built and launched for you.
Branded landing page in your colors & voice
Booking calendar integration.
Lead capture with automated follow-up.
Mobile-optimized & launched inside your CRM
$697
done-for-you
Every build starts from your Back Office X-Ray findings — so nothing gets
built pretty that should've been built different. Custom CRM builds
are quoted after your X-Ray based on platform and scope.
LEVEL UP MEMBERS ONLY
The core offer gives you the blueprint and the group room. These layers add private access and done-for-you execution — exclusive to enrolled members.
01
UPGRADE LAYER
$249
1:1 ACCOUNTABILITY MEETINGS
The weekly calls are group. This is private. Direct eyes on YOUR business, your numbers, your next moves.
Private 1:1 accountability session
Progress review against your build-out plan
Direct answers on your dashboards & ROI
Book 1 to 4 meetings per month – your pace
per meeting · up to 4/mo
02
UPGRADE LAYER
$797
THE BRAND GLOW-UP
Your expertise deserves packaging that matches the price you're about to charge. Full visual rebrand, executed by our design team.
Logo suite refresh (primary, stacked, icon)
Color palette & font system
Branded social media template pack
One-page brand guide your whole team can follow
one-time
03
UPGRADE LAYER
$597
THE CUSTOM CRM BUILD-OUT
We build your entire client machine on the platform YOU already pay for — pipelines, automations, calendars, templates. Turnkey.
GOHIGHLEVEL, 17HATS, HONEYBOOKS, DUBSADO
Client pipeline & stage design
Intake forms, workflows & automations
Email/SMS follow-up sequences.
Calendars, templates & team training walkthrough
scoped after your X-Ray
04
UPGRADE LAYER
$497
THE SHEETS COMMAND CENTER
Not ready for a full CRM? We'll build you a custom Google Sheets dashboard that runs your numbers like a cockpit.
Client & pipeline tracker.
Revenue and KPI dashboard
Season-readiness checklist tab.
Loom walkthrough so you actually use it
one-time
05
UPGRADE LAYER
FEES
VARY
GRAPHIC VA SUPPORT
Your 100 Days of Taxes content, executed. A trained graphic VA turns your prompts into polished, on-brand posts so you stay client-facing.
Social graphics & content execution.
On-brand templates worked for you.
Season-scaled availability.
Full details & pricing in the TRMCRM Marketplace.
see TRMCRM Marketplace
06
UPGRADE LAYER
$697
THE DIGITAL FRONT DOOR
All that new pricing and polish needs somewhere to land. A branded one-page site and booking funnel, built and launched for you.
Branded landing page in your colors & voice
Booking calendar integration.
Lead capture with automated follow-up.
Mobile-optimized & launched inside your CRM
done-for-you
Every build starts from your Back Office X-Ray findings — so nothing gets
built pretty that should've been built different. Custom CRM builds
are quoted after your X-Ray based on platform and scope.
REAL QUESTION
THE AUNTIE OF TAXATION
Case optional. System mandatory. Press play and see how auntie moves in these streets.
MEMBER PERKS • ALL LANES
CURRENT OFFERS REDEMPTION
Enrolled members can redeem active promotions from our Current Offers page. Offers rotate — check what's live before you enroll and claim what applies.
Enrolled members can redeem active promotions from our Current Offers page. Offers rotate — check what's live before you enroll and claim what applies.
ONBOARDING REWARDS
We don't do coupons — we do rewards. Complete your onboarding milestones and unlock member rewards on the way in. Move fast, get rewarded. Simple.
ONBOARDING REWARDS
We don't do coupons — we do rewards. Complete your onboarding milestones and unlock member rewards on the way in. Move fast, get rewarded. Simple.
GROUP GAMIFICATION
Inside the group, participation pays. Show up to the weekly strategy meetings, complete challenges, execute your plays — and stack additional rewards based on engagement and wins.
Inside the group, participation pays. Show up to the weekly strategy meetings, complete challenges, execute your plays — and stack additional rewards based on engagement and wins.
TRA LIVE 2026 • MINDSET MASTERY
Structure over stress. Systems over scrambling. Dashboards over doubt. Pick your lane at the top of the page, let Auntie put the X-Ray vision on your back office, and let's save your season.
TRA LIVE 2026 • MINDSET MASTERY
Structure over stress. Systems over scrambling. Dashboards over doubt. Pick your lane at the top of the page, let Auntie put the X-Ray vision on your back office, and let's save your season.
© 2026 TRA · Tax Pro Education, a TMB Tax Bureau company. All rights reserved. TRA Live 2026 Mindset Mastery is a mentorship, business strategy, and systems program. The Tax Pro Edition does not include tax software, bank products, or EFIN/PTIN sponsorship. ERO Edition software packages (TaxSlayer Pro, OLT, TaxWise where available) are sold separately through TMB Tax Bureau and are subject to vendor availability and terms. EFIN/PTIN credentials are issued by the IRS and are the member's responsibility. Individual results vary based on effort, experience, market, and execution; no earnings are guaranteed or implied. TRMCRM plan access, dashboards, Training Board, and group sessions remain active while the membership subscription is active. VA services and upgrade layers carry additional fees. Document templates (agreements, letters, WISP, and similar) are provided for informational purposes and customization and should be reviewed by your own attorney before use. Rewards and current offers are subject to change and program terms.