
Get Your Team Tax Certified—The Main Street Way
Train. Align. Retain.
The proven system to transform your entire team into high-value tax advisors with training tailored for accounting and tax firms.
Get Certified

The Challenge Every Practice Owner or Partner Faces
Running a successful tax or accounting firm isn’t just about attracting clients. It’s about building a team of professionals who can deliver consistent, high-quality advice—every time. But the reality is:
- Training eats timeNew associates and seasonal staff require hours of onboarding and retraining.
- Messages get mixedInconsistent strategies across your team lead to client confusion.
- Top talent walks awayLack of ongoing training is one of the top 3 reasons professionals leave firms.
- Scaling feels chaotic Without buy-in on your firm’s strategies, keeping everyone aligned can feel like herding cats.
- Certificate of Completion for Each Team MemberShow proof of training and build client confidence.
That’s why we created the Enterprise Edition of the Main Street Tax Pro Certification—built specifically for firm owners and partners who want to scale without sacrificing quality.

Why Owners Choose the Enterprise License
Running a practice isn’t just about client acquisition, it's about scaling excellence through your team. Here are the pain points you already know:
- Training new associates takes too much time
- Inconsistency in advice and strategy delivery causes confusion
- Young professionals want training and mentorship
- Getting everyone on the same page with your firm’s vision and strategy is hard
- Retention of team members is more critical than ever
The Enterprise Edition: Built for Firms, Not Just Individuals
This isn’t another one-off course. It’s our flagship certification program, re-engineered to train your entire professional team—while giving you complete visibility, accountability, and measurable ROI.
Your professionals gain the skills and confidence to act as true Tax Advisors.
You gain a consistent, scalable system for training, alignment, and retention.
Get Certified
The 5 Core Benefits for Firm Owners
-
Save Time on Training
Deliver ongoing training for your entire team—without draining senior staff resources. -
Upgrade Your Team’s Expertise
Train everyone on trusted, proven, cutting-edge tax strategies for Main Street business owners. -
Align on a Unified Strategy
Maintain consistent messaging and advice across your firm, with full team buy-in. -
Increase Client Retention & Revenue
Better-trained advisors mean happier clients, fewer complaints, and more advisory sales. -
Retain Top Talent
Show your professionals you’re invested in their growth—boosting loyalty and job satisfaction.
What will your team members learn?
Here are just a few of the strategies and module topics you will absorb through the certification:
The foundation of the Enterprise License is built on three key pillars:
Strategy & Technical Training
- 12 modules, 70+ cutting-edge tax, legal, and financial strategies
- 30+ hours of Qualified Self-Study CE for CPAs, EAs, and Attorneys
- Topics include small business tax planning, real estate, crypto, retirement accounts, asset protection
- 1 hour training once a week with Mark Kohler on topics such as small business tax planning, asset protection, real estate, crypto, retirement accounts, and more
- Mobile and desktop access via online dashboard and mobile app
- Annual recertification to keep skills sharp and strategies current
Mindset & Performance Coaching
- 1 hour mindset training once a month with a certified life coach
- Improve communication, set boundaries, manage stress, and elevate billing confidence
- Mindset work on billing true value, managing stress, and hitting production goals
Ongoing Live Support & Community
- Weekly live technical training with Mark J. Kohler and national tax/legal experts
- Monthly group coaching with Patti Britt on mindset for success
- 24/7 monitored Enterprise Member Forum for peer collaboration and Q&A
- Resource library with templates, checklists, and strategy guides
- Options for customization based on license quantity

What’s Included For Your Team Members:
- Live Instructor-Led SessionsLearn directly from experienced tax pros who’ve done the work.
- On-Demand Video LessonsTrain anytime, anywhere—on your team’s schedule.
- Real-World Scenarios & Practice ReturnsGet hands-on with examples that reflect real client cases.
- Ongoing Access to Updated MaterialStay current with tax law changes and refresh as needed.
- Certificate of Completion for Each Team MemberShow proof of training and build client confidence.

Enterprise Features
-
Tiered pricing by team size
-
Access training 24/7 on any device
-
Accountability tracking for progress, attendance, and exams
-
30+ hours of Qualified Self-Study CE for CPAs, EAs, Attorneys
-
Main Street Certified Tax Advisor credential awarded to graduates
-
Owner controls training pace and benchmarks
-
Team onboarding and rollout support
-
Financing options available
Proven Results
Firm Partner
Ready to Elevate Your Enterprise?
- Increased billing and advisory revenue
- Higher employee retention
- Fewer client complaints
- Consistent quality and strategy delivery firm-wide
Firm Member
Add Team Members Under Your Membership
- They feel valued, supported, and confident—boosting production and job satisfaction.
- Gain the skills and strategies to command premium rates—the average Certified Advisor bills between $250–$400 per hour, increasing both personal earnings and firm profitability.

Get certified, attract clients, and streamline your systems.
Starting at $5,000
Tiered pricing for more members
- Includes 1 month of membership
- 7-Day Money-Back Guarantee

Leading a team means always looking for better ways to serve—and this certification gave me just that. It’s not just theory—it’s actionable, real-world strategies we’ve already put into play across our firm. I’d recommend it to anyone leading a team or building something bigger.


Who This Is For
Whether you’re managing an office of one or many, this certification helps create consistency, confidence, and client-ready pros across the board.

New Hires
Give them structure and confidence from day one.

Seasonal Team Members
Bring them up to speed fast with clear, guided training.

Bookkeepers Adding Tax Services
Help them make the leap into tax with the right support.

Experienced Staff Who Need a Refresh
Reinforce best practices and update their knowledge.

Multi-Office Leaders & Ops Managers
Standardize training and scale your firm without bottlenecks.

Ready to Elevate Your Enterprise?
- 40+ Hours of Expert Training
12 modules with 6 lessons each, quizzes after every video, module, and a final exam. - Live Weekly Trainings + Q&A
Get real-time coaching and ask client-specific questions during interactive sessions. - Private Enterprise Forum
A dedicated space for your team—separate from the general certification group. - Custom Resource Library
Download assets built for tax advisory implementation. - Access to Expert Network
Connect with top advisors for real-time support and insights. - Enterprise Welcome Box
Includes strategy books and tools from Mark J. Kohler for your team. - Enterprise Certification + Certificate
Prove your team’s expertise with official recognition and results-driven training. - Membership for ongoing training and support
Receive your first month of membership free of charge (up to a $199 value).
Scale
$5,000
15+ employees
$150/mo for membership*
- Save over $8,600 per employee vs. individual pricing (includes $5,000+ certification discount + $3,600/year membership savings)
- Receive your first month of membership free of charge
- Financing options available
- 7-Day Money-Back Guarantee
Growth
$6,000
6 - 15 employees
$175/mo for membership*
- Save over $7,600 per employee vs. individual pricing (includes $4,000 certification discount + $300/month membership savings over 1 year)
- Receive your first month of membership free of charge
- Financing options available
- 7-Day Money-Back Guarantee
Starter
$7,000
1 - 5 employees
$199/mo for membership*
- Save over $6,600 per employee vs. individual pricing (includes $3,000+ certification discount + $3,600/year membership savings)
- Receive your first month of membership free of charge
- Financing options available
- 7-Day Money-Back Guarantee
The Outcome? Real Transformation.
The Main Street Tax Pro Certification – Enterprise Edition delivers firm-wide impact with 5 powerful results:
- Effortless, ongoing training—without burning out your senior team
- Proven strategies tailored for Main Street business owners
- Alignment with consistent, evolving strategy delivery
- Stronger client retention through true Tax Advisor development
- Improved employee loyalty with a team that feels valued and invested in
You don’t just train and build a team—you build a culture.

Your Next Step
Start scaling with a proven system that trains, aligns, and retains your best talent. Schedule a call with our enterprise representative and see how quickly your firm can implement the Main Street Tax Pro Certification – Enterprise Edition.
Sign up for our Newsletter
Have exclusive insights, empowering wisdom, and game-changing strategies delivered to your inbox every week.