Class AlertFTW TaxPro Training Starts November 2nd – 21st!Sign Up Now →
Freeway to Wealth Pro Tax Solutions
Sign Up Now
Become A Top Earner in Tax Preparation

FTW TaxPro Training & Onboarding Program

Elevate your career with Freeway to Wealth Pro Tax Solutions. Learn professional software, audit-proof tax law, due diligence compliance, and high-income client marketing.

Training DatesNov 2 – Nov 21 (3 Weeks)
Course & Software$249 Tuition or Sponsor Code
Register & Claim Seat View Training Schedule
IRS PTIN Assistance Professional Tax Software 50% - 80% Fee Split
FTW Tax Pro Training & Education
Official Pro Training

Sharpen Your Skills. Expand Your Practice.

Comprehensive training for registered tax professionals and new aspiring preparers.

Official Intensive Training Cycle

FTW TaxPro Training Schedule

Starting November 2nd – November 21st. Live sessions every Monday @ 9 PM, Tuesday @ 8 PM & Thursday @ 8 PM hosted by A One Financial & Freeway to Wealth.

MWF
Track 1 • Software, Sales & Marketing

Monday, Wednesday & Friday

Tax Software, Sales & Marketing Mastery

Hands-on mastery of professional tax preparation software combined with client acquisition strategies that drive high-earning tax seasons.

  • Professional Tax Software Mastery:CrossLink & TaxSlayer end-to-end return walkthroughs, interview modes, form navigation, and diagnostics.
  • High-Ticket Sales & Consultation:How to close higher prep fees, explain refund advances, and present value propositions with confidence.
  • Omnichannel Marketing & Client Acquisition:Digital flyers, referral loops, local business partnerships, social media campaigns, and billboard tactics.
  • Bank Products & Client Advances:Disbursing rapid cash advances, bank check printing, direct deposit debit cards, and fee deductions.
3 Days Every WeekInteractive Live Labs
T/TH
Track 2

Tuesday & Thursday

Compliance, Due Diligence & Tax Law

Protect your business and your clients. Learn IRS audit defense, Form 8867 due diligence requirements, and updated federal tax law.

  • IRS Form 8867 Paid Preparer Due Diligence:EITC, CTC/ACTC, ODC, AOTC, and Head of Household eligibility questions, interview notes, and record retention.
  • Federal Tax Law & Current Year Updates:Standard vs itemized deductions, 1099-NEC & Schedule C self-employment, write-offs, and bracket updates.
  • IRS Circular 230 & Professional Ethics:Client privacy, Gramm-Leach-Bliley Act (WISP security plan), PTIN responsibilities, and avoiding IRS penalties.
  • Audit Defense & IRS Inquiries:Responding to IRS notices (CP2000, 5071C verification), document checklists, and back-office review workflows.
2 Days Every WeekCompliance Certification
Comprehensive Curriculum Breakdown

4-Week FTW TaxPro Training Roadmap

Tax Mastery • Growth • Retention
Week 1Foundation
Tax Compliance, Laws, Due Diligence & Education

In-depth breakdown of federal tax regulations, Form 8867 paid preparer due diligence, Circular 230 ethics, PTIN registration, and core education on taxpayer filing statuses.

Due Diligence Mastery
Week 2Digital Reach
Social Media & Digital Presence

Dominating Instagram, Facebook, TikTok, and local networks. Creating viral tax education reels, posting compliant promotional flyers, booking links, and running referral campaigns.

Organic & Paid Content
Week 3Acquisition
Sales & Marketing

High-converting sales discovery scripts, closing high prep fees, presenting rapid refund cash advances, B2B community partnerships, and grassroots guerrilla marketing tactics.

Client Acquisition Pipelines
Week 4Longevity
Branding & Client Retention

Building an unforgettable personal tax brand, annual client loyalty systems, post-season re-engagement, off-season bookkeeping upsells, and scaling toward tax office ownership.

Lifetime Client Value
Tuition & Sponsorship Policy

$249 Tax Training Course & Software

Can’t afford the $249 upfront tuition? You must be sponsored with an authorized sponsor code and fulfill our mandatory 9-hour weekly in-office marketing commitment.

Option A: Self-Funded$249

Full Tuition Payment

Pay your $249 course & software tuition upfront (separate from your selected package). Receive instant full access with complete schedule flexibility.

  • Full professional tax prep course curriculum (Nov 2 – 21)
  • Licensed tax software setup (CrossLink / TaxSlayer)
  • IRS PTIN registration support & certificate
  • No mandatory 9-hour office work requirement
Recommended for preparers who want full control over their weekly schedule.
Sponsor Code Required
Option B: Full Sponsorship$0 Upfront

Sponsored Agent Program

Sponsored by an approved FTW Leader or Partner. In exchange for covered tuition, sponsored agents commit to weekly team production.

Mandatory 9 Hours / Week Requirement

3 Hours a Day × 3 Days a Week = 9 Total Hours/Week

Must complete weekly marketing campaigns, client outreach, flyering, referral networking, or administrative team work in the office.

  • 100% course tuition & software fees covered by sponsor
  • Work directly alongside senior top earners in the office
  • Each agent is responsible for their own marketing material unless enrolled in a Tax Pro package
A valid Sponsor Code must be entered at registration.

Sponsored Agent Weekly Breakdown (9 Hours Total)

3 Hours Day 1

In-office local outreach, direct flyers distribution, and social media promotion.

3 Hours Day 2

Administrative office tasks, client intake support, phone follow-ups, and lead logging.

3 Hours Day 3

Team marketing blitz, referral agent onboarding assistance, and weekend campaign prep.

Official FTW Career Pathways

Select Your Tax Pro Package

Each agent is required to select a package. New preparers can select any package up to the Tax Pro Package ($299). Higher packages (Entrepreneur & Executive) are reserved strictly for preparers with pre-existing clients.

Referral Agent (RA)
Free to Join
Tier 1 RA Program

Referral Agent (RA)

$0 Cost
$100 Referral Fee

Direct friends, relatives, and co-workers to Freeway to Wealth and receive a $100 check or direct deposit for each new qualified referral. No start-up costs!

Included Features:
Tier 1 RA: $25, $50, $100 referral bonus dependent on prep cost
Cost you nothing to sign up
Digital business card and promotional flyer
Dedicated custom referral tracking link
Direct deposit or check payout upon return completion
Marketing Rule: Agent receives digital flyer/card or provides own marketing.
Marketing Agent (DMA)
Digital Marketing Agent

Marketing Agent (DMA)

$149 Up Front
25% of Prep Fees (min $100)

MA's receive 25% of prep fees for every client referred (minimum $100 commission). Generate residual income recruiting friends & family, with bonuses & team overrides.

Included Features:
25% of prep fees deposited directly
Minimum commission guaranteed: $100 per client
F2W Membership + 3 Digital business cards & flyers included
Custom referral link + team leader override commissions
Bonus structure for recruiting new team members
Marketing Rule: Digital marketing materials provided in package.
Tax Pro Package
Most Popular For New Pros
Registered Tax Preparer (MAX FOR NEW PREPARERS)

Tax Pro Package

$299 Up Front
50% of Prep Fees

Start your professional tax career. We assist in obtaining your IRS PTIN, provide professional tax software (CrossLink / TaxSlayer), software training, and team overrides.

Included Features:
Highest package level accessible for brand new preparers
Assistance obtaining your IRS PTIN registration
Keep 50% of your tax preparation fees
Professional tax software license included (unlimited)
CRM client relationship management software
Software & sales training + team leader overrides
Marketing Rule: Digital marketing material & onboarding pack included.
Entrepreneur Package
Seasoned Preparers Only
Seasoned Preparers with Existing Clients

Entrepreneur Package

$599 Up Front
70% of Prep Fees

Designed for seasoned preparers with their own established clientele who want to scale. Keep 70% of your fees, maintain full independence, backed by our team infrastructure.

Included Features:
Requires pre-existing client base verification
Keep 70% of preparation fees directly deposited
Tax Pro F2W Membership + Laptop & PTIN registration assistance
Tax software & training + 18-hr IRS C.E. course
Digital flyers, marketing collateral & web portal access
Team leader override commissions & office access
Marketing Rule: Comprehensive digital marketing kit included.

Must verify existing clientele to unlock

Executive Package
Elite Level
Veteran Preparers Ready for Ownership

Executive Package

$999 Up Front
80% of Prep Fees

For veteran preparers ready for ownership. Advanced business management training, business structure setup, 80% fee split, and full equipment support.

Included Features:
Requires pre-existing client base verification
Keep 80% of preparation fees directly deposited
Tax Pro Executive F2W Membership + Laptop + Mobile Printer & Scanner
18-hour IRS C.E. course + Advanced Business Management training
Business entity structure setup guidance for future office ownership
Team leader overrides + Office access + Web portal
Marketing Rule: Premium digital & print marketing bundle included.

Must verify existing clientele to unlock

Freeway to Wealth - We Are Hiring
Join Our Team

Attention: Ambitious Aspiring Entrepreneurs

Welcome to Freeway to Wealth Tax Solutions! We’re thrilled that you’re considering joining our team. At Freeway to Wealth, we are dedicated to empowering individuals and families to achieve financial freedom through expert guidance and innovative solutions.

As part of our team, you’ll collaborate with passionate professionals, access cutting-edge resources, and play a vital role in shaping brighter financial futures for our clients. Together, we grow, succeed, and make a lasting impact.

Earning PotentialUnlimited
Income ModelResidual & Overrides
AdvancementOffice Ownership
Enroll in Training Program
Program Registration

Sign Up for FTW TaxPro Training

Complete your onboarding information, select your package, and confirm tuition funding.

Step 1: Preparer Experience Status

Are you an experienced tax professional with pre-existing clients, or a new tax preparer?

Step 2: Selected TaxPro Package

Change Package →
Tax Pro Package
Registered Tax Preparer (MAX FOR NEW PREPARERS)
Tax Pro Package
Fee Split: 50% of Prep Fees
$299 Up FrontPackage fee

Step 3: Tax Course & Software Tuition ($249)

The tax training course and professional software is $249, charged separately on top of your selected package. If you cannot afford the training upfront, select the sponsored option with an authorized sponsor code.

Step 4: Candidate Contact Information