Mary Lemon
Enrolled Agent | IRS Certified | BBB Accredited
Mary Lemon is the founder of Fancy Tax Services — a Minneapolis-based tax firm serving 175+ clients year-round. With years of IRS-certified expertise, she built a 4-person team of tax professionals and now she's ready to train YOU to do the same.
EVERYTHING INCLUDED IN YOUR $777
One fee. Everything you need to launch your tax business.
12 Weeks of Training
5 hours per week — Tuesdays & Saturdays on Zoom
PTIN Setup & IRS E-File
Get authorized to prepare federal tax returns
Tax Software Access
Your login to professional tax prep software — included
BONUS: Credit Repair Software
Full access to credit repair software — a $99+ value FREE
Tax Flyers & Business Cards
We design and create your marketing materials
One-on-One Training
Weeks 4–8 include hands-on office sessions with Mary
Pop-Up Tax Events
Weeks 8–12 include real networking & community events
Jamaica Trip Incentive
Hit 50 clients and earn a FREE 4-day Jamaica getaway!
YOUR 12-WEEK ROADMAP
Foundation & Setup
- ✓Sign contract & get your PTIN
- ✓Set up your software login
- ✓2x weekly Zoom (Tues & Sat)
- ✓Study IRS e-book at home
Hands-On Training
- ✓One-on-one at the office once/week
- ✓Zoom training continues 2x weekly
- ✓Learn real tax return preparation
- ✓Build your client process
Launch & Network
- ✓Pop-up tax events & networking
- ✓Outside community presence
- ✓Prepare for January tax season
- ✓Hit 50 clients → Jamaica trip!
WHAT YOU NEED TO GET STARTED
Come prepared with these basics — we handle the rest.
SIMPLE, TRANSPARENT PRICING
OPEN YOUR BUSINESS ACCOUNT — FREE TIP FROM MARY
Every tax business owner needs a dedicated business bank account. Use Mary's SoFi referral link to open yours today — save money and set your business up right from day one!
OPEN YOUR FREE BUSINESS ACCOUNT →READY TO BECOME A TAX BOSS?
Fill out the form below and we'll reach out with next steps.