Your place! Your pace! Your choice!

Starter Pass ~ One month $395    Subscribe now

PLUS Pass     ~ Six months

• With Manuals
  • • $990• • • ($1,380 value) • • •    Subscribe now
• Manual 1 • Tax Return Analysis: Essentials and 1040 Review
• Manual 2 • Tax Return Analysis: Business Returns
• Add Workshops
  • • $1,395 • • ($1,980 value)• • •    Subscribe now
• Workshop 1 • Tax Return Analysis: Essentials and 1040 Review
• Workshop 2 • Tax Return Analysis: Business Returns
• Workshops are held 3 times a year in 5 West Coast cities.

MAX Pass     ~ Twelve months

• With Manual & eWorksheets
  • • $1,485 • • ($2,095 value)• • •    Subscribe now
• Manual 1 • Tax Return Analysis: Essentials and 1040 Review
• Manual 2 • Tax Return Analysis: Business Returns
• Manual 3 • Financial Statement Analysis: Business Scorecard
• eWorksheet • Excel-based, includes all worksheets used in tax return analysis manuals and tutorials
• Add Workshops
  • • $1,980 • • ($2,695 value)• • •    Subscribe now
• Workshop 1 • Tax Return Analysis: Essentials and 1040 Review
• Workshop 2 • Tax Return Analysis: Business Returns
• Workshops held 3 times a year in 5 West Coast cities.

All subscriptions include password protected access to all tutorials and handouts. We add 2-4 tutorials each month. You'll have printable documentation of your completed tutorials.

Workshops are full-day and include the 250+ page manuals. Manuals are resource guides and cover 1040, 1120, 1120S and 1065s.

Financial Institutions get a break for multiple subscriptions (see below).

Value of individual items

• Tax Manuals are $195 @ when purchased separately.
• Financial Statement Manual is $125 when purchased separately.
• eWorksheet is $95 when purchased separately.
  More info on manuals and worksheets


• Workshops are $495 per day when purchased separately.
  More info on workshops

Discounts for Financial Institutions

The more the merrier. We call it our ten-for-ten discount. You'll get 10% off all subscriptions for each ten subscribed, up to 50% off!

• 10% off all subscriptions for 10 to 19 lenders
• 20% off all subscriptions for 20 to 29 lenders
• 30% off all subscriptions for 30 to 39 lenders
• 40% off all subscriptions for 40 to 49 lenders
• 50% off all subscriptions for 50 or more lenders

Scheduling onsite training? Take 50% off the subscription for each lender 'in class'.

Three ways to subscribe 10+ lenders from your company:

• Select your option above and subscribe online. Discount will be applied.
• Email Kimberly
• Call Kimberly at 888-441-1569

Payment options are available for 10+ subscriptions from one company.