About
Welcome to your official onboarding experience with Sincere Financial Group — where we don’t just file taxes, we build bosses. This course is your step-by-step roadmap to get fully equipped, legally compliant, and confidently ready to serve clients this tax season. Whether you're brand new or leveling up, we’ve made the process easy, structured, and powerful. 🔑 What You’ll Get: ✅ IRS PTIN Registration Guidance ✅ Contract Agreement & W-9 Submission ✅ Access to Private Community Telegram Group ✅ Weekly Live Trainings (6 Weeks) ✅ Role Expectations & KPI Tracking ✅ One-on-One Success Planning Call ✅ Editable Digital Marketing Packet (via Canva) ✅ Branding Photoshoot (included or optional based on your track) By the end of this onboarding experience, you’ll be: ✔️ Fully set up to file returns ✔️ Professionally branded and market-ready ✔️ Plugged into a growing team with mentorship, accountability, and support ✔️ Positioned to Level TF (The Fund$) Up this season This isn’t just training—this is your launch pad. Let’s get to work. 💸📈
You can also join this program via the mobile app. Go to the app
Instructors
Price
Group Discussion
This program is connected to a group. You’ll be added once you join the program.