Scale Up

Even with the most comprehensive program in the world, you will inevitably need a helping hand. Especially in such a rapidly evolving industry like tax.

Training ends. Support doesn’t. Every active MuseSpring member gets continuous access to the tools, resources, and people that keep your practice running smoothly season after season.


Template & Resource Library

Practice-ready documents you can use immediately:

  • Client engagement letter templates
  • Intake questionnaires for individuals and small businesses
  • Referral letter templates for sending clients to attorneys, CPAs, or financial advisors
  • Marketing materials: social media templates, local advertising copy, referral scripts
  • Pricing worksheets and fee schedule examples
  • Tax season preparation checklists
  • Year-end client communication templates

All templates are updated annually to reflect current law and best practices.

Tax Law Updates

When legislation changes or new IRS guidance affects your practice, we publish plain-language updates to the member dashboard. No jargon. Just what changed, who it affects, and what you need to do differently for your clients.

Technical Guidance

Questions about your tax software, e-filing rejections, PTIN renewals, EFIN issues, or state registration? Our team helps you work through the administrative and technical side of running a practice. Post your question and get a response, typically within one business day.

Learning Lab Access

Your course library stays available after you complete the core program. Revisit modules before tax season, reference the legal compliance training when a client situation raises questions, and access any new content added to the platform.

Direct Access to the MuseSpring Team

This is the part that matters most as you turn your attention to growth. When a client walks in with a situation you haven’t seen before, you have somewhere to turn. When you’re not sure whether a deduction is defensible, you can ask. When a client’s problem crosses into territory that needs an attorney, we help you recognize it and handle the referral. When you need to make your first-hire or cross the 100th return threshold, we’ll be there.

No other training program gives you this after graduation. Franchise preparers are on their own once tax season starts. MuseSpring members have a team behind them.

What support looks like at each stage:

First season: “How do I handle this client’s 1099-NEC when they also have W-2 income and haven’t made estimated payments?” Direct answers to preparation questions as they come up in real time.

Second season: “I want to raise my prices. Here’s what I’m thinking.” Feedback on your business decisions from people who’ve seen what works.

Year three and beyond: “I’m adding small business returns and want to review my engagement letter before I take on S-Corp clients.” Practice growth support as your services expand.

How to access:

Support is included with your annual MuseSpring Scale membership – $1,999/yr. (or $199/mo.). All MuseSpring enrollees receive their first six-months of membership included with tuition ($1,194 value).

EXPLORE THE PROGRAM →