The Rise Tax Associate Onboarding Course officially welcomes you into the Rise Tax Pros organization and sets the foundation for your success as a Tax Associate. This course outlines expectations, policies, communication standards, and next steps so you understand how the organization operates before advancing to training and system access. It ensures alignment, compliance, and clarity, allowing you to move forward confidently, prepared, and ready to work within the Rise Tax Pros structure.

Rise Tax Associates Training teaches you everything needed to operate confidently within the Rise Tax Pros system. You’ll learn foundational tax law, how to navigate our tax library and software systems, due diligence requirements, effective marketing strategies, professional customer service, and all firm policies and procedures. This training prepares you to serve clients accurately and confidently.

For the next 7 days, we’re walking you step-by-step through the full Rise Tax Associate Training system — the same training our top performers use to grow their clientele, master tax law basics, and prepare returns with confidence.

Rise Tax Pros delivers trusted, comprehensive tax and financial solutions designed to support individuals, business owners, and growing tax professionals. Our services include tax preparation, compliance reviews, IRS account monitoring, business advisory, credit solutions, and structured training programs for tax associates. Every service is built with accuracy, guidance, and long-term financial wellness in mind—helping our clients save money, stay compliant, and build sustainable success.

This course provides tax professionals with step-by-step Standard Operating Procedures designed to streamline workflow, ensure compliance, and deliver accurate, high-quality tax preparation services. Participants will learn the essential processes, documentation requirements, and best practices needed to operate efficiently and confidently during tax season.

The Tax Associate Information Center is your central hub for everything related to your role at Rise Tax Pros. Inside this portal, you will find training materials, compensation guidelines, payment request instructions, system access links, and important tax season updates. This is where you track activity, review policies, access support resources, and stay informed on procedures, expectations, and best practices. Please check the Information Center regularly.

The Team Calls section houses all official Rise Tax Pros call recordings, including trainings, team meetings, updates, announcements, and instructional sessions. Tax Associates should use this area to review past calls, stay aligned with current procedures, catch up on missed sessions, and reinforce key information shared during live meetings. This is the official archive for team communication and ongoing education and should be checked regularly.