Onboarding
A Brief Introduction From Your Onboarding Agent
Welcome to myTaxAcademy, everybody! My name is Kryssa Timoteo, and I'm going to be your onboarding agent. Basically, that means that once you've enrolled in myTaxAcademy, I do everything I can to make sure we set you up for success.​​
Onboarding Process
Register and Pay
Goal Setting​
Questions?
Regular Check-Ins.
PTIN and EFIN
Resources
As soon we confirm your registration and payment I, your onboarding agent, will reach out to you to start your Onboarding Process.
The first step in the process is Goal Setting. You and I will get together on a quick phone call to set goals and establish a timeframe for when you hope to complete the academy.
If you have any questions, please don't hesitate to ask. You can always text me at (725)276-0098.
As you take the course, you may have questions about the course material, reach out to me so that David will be able to address them in the upcoming Chapter Reviews.
​Throughout your time in myTaxAcademy, I'll follow up with you regularly to check your progress. ​
As you near the end of the Intermediate Tax Course, I'll help you prepare for filing a PTIN number and, if you're ready for it, get you started on your EFIN registration so that you can run your own tax preparation business.
Below are some resources to help you in myTaxAcademy. Remember, if you have any questions about onboarding please let me know down below, and I'll talk to you soon!