






Learn the fundamentals of tax preparation in plain English. This course is perfect for those just starting their journey in the tax industry. You'll build a solid foundation of knowledge that prepares you for more advanced training.
FOR Beginners
What You'll Learn:
How the U.S. tax system works and its key components
Basic tax forms including the 1040, W-2, and standard deductions
Filing requirements for individuals and independent contractors
Common tax terms, credits, and itemized deductions
Introduction to professional tax software
Organization and workflow systems for tax preparers
Special Bonus:
Getting Comfortable Working from Home, Learn how to structure your day and workspace like a professional, even without a physical office yet.
Course Features:
✓ Unlimited lifetime access ✓ Self-paced learning ✓ Practical exercises and examples ✓ Downloadable resources and templates ✓ Community support access
Perfect For:
Complete beginners to tax preparation
Career changers looking for new opportunities
Those wanting to understand taxes better
Individuals preparing for seasonal tax work

Move beyond the basics and step into real-world practice. This intermediate level covers complex scenarios and professional practices that working tax preparers encounter daily
FOR Aspiring Preparers
What You'll Learn:
Preparing returns for freelancers, small businesses, and families
Understanding and completing Schedules C, A, and SE
Managing client documents securely and professionally
Identifying common IRS red flags and compliance issues
In-depth software training with simulated cases
Managing multiple clients and tracking deadlines effectively
Special Bonus:
Virtual Office Starter Guide – Complete setup instructions for your virtual office, including equipment recommendations, software tools, secure client communication systems, and remote collaboration best practices.
Course Features:
✓ Unlimited lifetime access ✓ Advanced case studies and scenarios ✓ Professional workflow templates ✓ Client management systems ✓ Software training and certification ✓ Business operation guidance
Perfect For:
Those who completed Level 1 or have basic tax knowledge
Individuals ready for professional tax preparation work
Those planning to work for tax preparation companies
Preparers wanting to improve their skills and efficiency

This comprehensive program is designed for serious learners ready to launch their own tax preparation business. Learn how to scale, market, and grow professionally while mastering advanced tax concepts.
FOR Future Tax Pros
What You'll Learn:
Advanced tax returns including multi-state, investments, and education credits
Ethics, due diligence, and audit response basics
Preparing for tax season workflows and client onboarding systems
Ongoing support and client retention strategies
Advanced business concepts and growth strategies
Business & Virtual Office Setup Included:
Step-by-step guide to starting your tax prep business legally
LLC formation, EIN application, and business bank account setup
PTIN and EFIN application guidance
Complete branding package development
Marketing strategies for acquiring your first clients online
Professional templates for contracts, intake forms, and pricing structures
Course Features:
✓ Unlimited lifetime access ✓ Complete business launch system ✓ Advanced tax scenarios and solutions ✓ Marketing and client acquisition training ✓ Legal and compliance guidance ✓ Ongoing mentorship and support
Perfect For:
Complete beginners to tax preparation
Career changers looking for new opportunities
Those wanting to understand taxes better
Individuals preparing for seasonal tax work

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