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Owned by Sheronda

Group Coaching for (Virtual) Tax Preparation Owners.

Group Coaching for (Virtual) Tax Preparation Owners.

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4 contributions to Global TAXpreneur CEO Academy
Happy Sunday - Meeting for 12/13 Topic: Systems
The Meeting on 12/13 will cover Systems. We will discuss the systems that you need for tax season and we will compare several systems that are out there for you to consider. I will continue to upload information for resources. This IS NOT a place that we come and download information to hoard. This is a group of ACTION TAKERS. What did you accomplish this week?
No Meeting this Saturday - Calendar Updated
Email Sent today Disregard the reminder that went out today. I updated the calendar yesterday. Please refer to the Skool Community for all communications relating to the group and our calendar. I have uploaded last night's video. Please accept the membership invite. Make sure that you initial and agree to the Membership Policies. Anyone who has not accepted the invite and who has not initialed the Membership Policies will not have access to the group or the meetings. Have a great weekend. I will be celebrating my birthday next week. See you all on Saturday. --
Meeting Recording 12/04/2025
Hello CEO's. The link for tonight's meeting has been uploaded in the Meeting Links Classroom. It is also here: https://1drv.ms/v/c/6f5a40082b9a2cd2/IQDFP1tsjmf7Q5L7k4cDySrZAcmd1Fb1rc31DBx6rRozUSw?e=SZ7oql I have also updated the instructions for signing up for CPA Academy CE Classes. Respond below with a Take-Away from tonight's meeting.
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A Take-Away for me is the reminder that when you call the PPS (Priority Practitioner Services Line), to make sure that you write down the IRS Agent's ID number before you start the reason for your call. Set the tone at the beginning of the call that you are there as a professional and that you are documenting this interaction. Then include their Name, the date, and the time of the call in the clients file that you will keep for your notes. Document, Document, Document all calls with IRS and with your client.
START HERE: Membership Policy; Please Initial that you have read and agree
Initials are REQUIRED to acknowledge that you have read and agree to the Policies for access. Global Taxpreneur Bootcamp, CEO Academy Membership, and Global Course Policies – Participant Acknowledgment Please read carefully before accessing any meetings, materials or training in the group. By checking the acknowledgment box and submitting your payment, you agree to all terms below. 1. Program Overview - The Global TAXpreneur CEO Academy teaches how to build and run a virtual tax preparation business. - It is not a tax preparation or certification course. Participants should have prior tax experience or be enrolled in a tax course. 2. Access & Delivery - Includes live video sessions, email materials, and a temporary private community group during the training. - Replays and promised materials will be sent after completion of the post-event survey and a Google Review. - Membership provides ongoing business resources, live meetings, and community support, not tax certification. 3. Payment & Refunds - All payments are final and non-refundable once access to sessions, materials, or groups is granted. - Membership is billed monthly. Cancellation must be made at least 5 business days before the next billing cycle. - Access to membership materials and community ends immediately upon cancellation or non-payment. - This 6 month session is from December 2025 through May 2026. - The current monthly membership is 97.00 per month until 1/1/2026.  The price increases to 197.00 per month after 1/1/2026.  You may have enrolled using the Founding Members Rate exclusively for Exodus Summit Bootcamp Attendees of 57.00 per month. This rate goes away if you are removed from the group. You may re-enroll at the current rate at the time of re-enrollment. 4. Intellectual Property - All materials (digital planners, slides, recordings, templates, etc.) are protected and may not be shared or resold without written permission. 5. Conduct - Participants must maintain professionalism. Disruptive or inappropriate behavior may result in removal from the program or membership without refund.
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Sheronda Ervin
2
15points to level up
@sheronda-ervin-4698
Federally Licensed Enrolled Agent and Certified Money, Mindset and Business Coach

Active 4h ago
Joined Dec 2, 2025
Houston, TX