Hey FTA Family! Let’s get ready for tax season.
Tax season is approaching, and it’s time to get prepared! Whether you’re new to the industry or returning, I want everyone feeling confident, knowledgeable, and ready to build a successful tax business.
November is all about learning, getting organized, building confidence, and preparing for tax season. By December, I want us focused on marketing, networking, attracting clients, and putting everything we’ve learned into action!
Same expectations! Just make sure you:
A new checklist period has started. Clear your old checks and start fresh?
Your progress saves automatically on this device and browser, so you can close this page and pick up where you left off. Checking a box does not notify FTA. Please still send your PTIN confirmation and certificate to Ariel by private message.
All new and returning preparers must have the following completed by Sunday, November 8th:
- Apply for or renew your 2027 PTIN
- Complete your IRS Paid Preparer Due Diligence Training
- Save your training certificate
- Send your PTIN confirmation and Due Diligence certificate to Ariel
Please don’t wait until the last minute!
If you’re having trouble with anything, reach out to your assigned mentor.
📅 FTA Weekly Team Schedule
Training officially kicks off Thursday, November 5th! 🎉
A detailed training calendar will be shared soon. For now, save these days!
✨ SUNDAY SUCCESS SESSIONS
Our main weekly team session! We’ll focus on:
- Marketing strategies and attracting clients
- Personal branding and social media
- Tax education and industry updates
- Weekly goals and accountability
- Business growth and networking strategies
- CEO gems to help you elevate your brand 💎
Come prepared to learn, share your progress, ask questions, and plan for a productive week!
📚 THURSDAY STUDY HALL
Optional office hours! This is your time to catch up on self-paced training, ask questions, get marketing advice, review lessons, or work through anything you’re struggling with.
Most of your training will be self-paced, so use this time whenever you need extra guidance or support.
💚 A Reminder From Your CEO
My goal isn’t just to help you prepare tax returns. I want to help you become knowledgeable, confident entrepreneurs who know how to market themselves, attract clients, and build a business you’re proud of.
I want everyone to grow individually while we continue building something great together.
We’re providing the resources, mentorship, training, and support, but your success depends on your consistency, discipline, and the work you put into your business.
Remember, you don’t have to know everything overnight. Take your time, ask questions, stay coachable, and make it a goal to learn something new every day.
Novemberis for learning and preparing.
Decemberis for marketing, networking, and getting visible.
Januaryis for putting it all into action!
Let’s build our brands, expand our knowledge, and make this a successful tax season!
Let’s get to work, FTA Family! 💚🔥