Comprehensive Curriculum

Learn the essentials of tax preparation, including state regulations, federal registrations, tax software selection, client onboarding, AI integration, and business scaling.

Expert Guidance

Receive expert insights and practical tips from experienced professionals in the tax industry.

Hands-On Experience

Gain hands-on experience through real-world case studies and practical exercises.

About the Course

Explore the first steps toward becoming a tax preparer through recorded introductory lessons. Learn about registrations, choosing tax software, the tax business cycle, client onboarding, client relationships, and AI in tax preparation. Who it is for: people exploring tax preparation with no prior experience, including bookkeepers considering tax services. Your next step: use this mini-course to plan your learning path, then choose practical software training when you are ready. Review the lesson list below before purchasing.

Meet Your Instructor

Hi there! I'm [Your Name], your guide on this exciting tax preparation journey. With years of experience in the industry, I am passionate about sharing my knowledge and helping aspiring entrepreneurs like you succeed in the tax business. Join me in this transformative learning experience and let's unlock your full potential together.

Curriculum

7 Chapters · 7 Lessons

    1. (Included in full purchase)

      Step 2: State regulation and Federal registrations (PTIN, EFIN)

    1. (Included in full purchase)

      Step 3: Tax Business cycle (include when to do what, billing)

    1. (Included in full purchase)

      Step 4: Basics in Tax Preparation, Tax Softwares Choice

    1. (Included in full purchase)

      Step 5: Client onboarding process

    1. (Included in full purchase)

      Step 6: AI for Tax preparation

    1. (Included in full purchase)

      Lesson #7: Step 7: Client relationship, scaling the business

    1. (Included in full purchase)

      Your Next Step: Prepare Your First Tax Return

Student Testimonials

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Jessica L.

Las Vegas, NV

The combination of text and imagery make the testimonial feel more personal and credible.
Ashley T.

Working mom

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Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Anna W.

Amateur photographer

Ready to Become a Tax Preparation Expert?

Enroll now and gain the skills to excel in the tax preparation industry. Take the first step towards building a successful business today!

$9.99

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