Why Join WealthCrest Financial?
from Coach Denise
opportunities
and training
beginner to ownership
experience
environment
and workflows
potential
Choose Your Path
Multiple tracks designed for where you are in your journey.
Start Your Journey
Foundations Track
70/30
Designed for new preparers with little to no experience who want structured training and hands on support.
- 70/30 preparation fee split
- Structured step by step onboarding
- Core tax law and form training
- Guided practice on real client returns
- Access to professional systems and workflows
- Ongoing mentorship and technical support
New tax preparers, career changers, and individuals ready to learn and grow.
This track focuses on building confidence, skills, and consistency.
Sign Up for FoundationExpand Your Skills
Growth Track
80/20
For preparers with 2 to 3 years of experience who want support while expanding their client base and sharpening their skills.
- 80/20 preparation fee split
- Advanced training and guidance
- Access to systems and workflows
- Support with complex returns
- Continued mentorship
- Opportunities to increase volume and income
Preparers with experience, growing professionals, and those who want structure while scaling.
This track focuses on strengthening your foundation while increasing earning potential.
Sign Up for GrowthLead & Own
Leadership Track
90/10
For experienced tax professionals ready to step into leadership, increase income, and prepare for ownership.
- 90/10 preparation fee split
- Team lead designation
- Authority to recruit and onboard preparers
- Additional income from each preparer you recruit
- Advanced mentorship and leadership support
- Training on building and operating your own tax office
Experienced preparers, leaders, team builders, and future office owners.
This is your bridge from solo preparation to business ownership.
Sign Up for LeadershipBuild Your Legacy
If your goal is to one day run your own tax office, we help you learn the systems, operations, and leadership skills needed to get there.
