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What is our Mentorship Program

First Family Trust offers a simple, step-by-step blueprint to build a proﬁtable tax business or service bureau, equipping you with everything needed to succeed. Our Mentorship Program supports tax professionals at every experience level—beginner, intermediate, or advanced—providing tailored guidance to help transform your vision into a thriving business. With First Family Trust, you’ll unlock your full potential and grow meaningfully from start to ﬁnish. We’re here to back you every step of the way.

Benefits of

Joining with us

Training

First Family Trust o􀀁ers hands-on, in-person, and virtual training tailored to make you conﬁdent and successful in the tax industry. Our expert-led program ensures you master essential tax laws, compliance, and software, providing you with all the tools to excel. We go beyond the basics, equipping you with the skills and knowledge to thrive—whether you're a beginner or seasoned pro—so you can achieve your business goals with conﬁdence.

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Resources

At First Family Trust, we provide a complete suite of resources to help you build, grow, and sustain a successful Service Bureau business. From branding and recruiting a team to building an online presence, our program covers it all. You’ll access tools for team training, revenue share programs, and a community of 500+ tax professionals while mastering essentials like software packages, live events, payroll processing, tax planning, and sales funnels. With our 7-Step Success Process and automated solutions, we equip you to conﬁdently launch and expand your business, maximizing your potential in the tax industry.

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Support

With First Family Trust’s Service Bureau Mentorship Program, you’ll experience 5-star, 24/7 support every step of the way. Our dedicated team ensures you master the fundamentals of tax preparation while gaining the skills and knowledge essential for long-term success. But we don’t stop at the basics—we’re committed to helping you unlock opportunities and secure a prosperous future. When you partner with us, you’re choosing to maximize your ﬁnancial potential and embark on a rewarding journey toward a thriving tax business. Trust us to have your back, day and night, as you build a legacy in the tax industry.

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What Our Clients Say

About Us

Drexel P

“Partnering with Larry Exantus and First Family Trust has significantly impacted my success in the tax industry. His mentorship and guidance helped me expand my skills and achieve profitability by steering me in the right direction each year.”

Lakeitra F

“When I was new to both taxes and entrepreneurship, Larry’s leadership made all the difference. His mentorship went beyond business, helping me grow mentally, emotionally, and physically. One standout moment was attending a tax convention in Georgia. Thanks to Larry’s holistic approach, I walked in with confidence, ready to represent my business like a seasoned professional.”

Lamar B

"Larry and First Family Trust provided me with the tools, strategies, and an efficient work environment, leading to great success in the tax industry. The system they implemented streamlined my processes and improved client interactions, accelerating my growth as a tax professional. During the pandemic, the secure client portal app was a game-changer, allowing us to file safely online, which expanded our reach nationwide and enhanced communication with clients."