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Tax Academy Tax Preparation

Empower yourself with skills to transform your life and unlock greater income potential.
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                    Tax Academy For Beginners

This course is designed to prepare individuals to begin their careers as IRS-registered PTIN Tax Preparers.  
Students will gain a clear understanding of the responsibilities of a paid preparer, and the IRS regulations that govern tax preparation. The course will also provide training on tax preparer ethics, taxpayer confidentiality, and the professional standards required to establish credibility in the tax industry. In addition, participants will learn how to accurately prepare basic individual tax returns and small business returns using real-life examples and IRS forms.
Upon completion, learners will have the knowledge, skills, confidence and official PTIN credential needed to launch a career as a tax preparer

               Tax Academy For Pros
This course was created for experienced PTIN tax preparers with an entrepreneur spirit and ready to build their own team. This course covers step-by-step guidance on obtaining an Electronic Filing Identification Number (EFIN), maintaining IRS security and privacy standards, and properly handling taxpayer data. Students will also learn about the rules and ethical standards which governs practice before the IRS.  Upon completion, learners will have the confidence and credentials to apply with the IRS as an ERO, ensuring they are positioned to offer fast, secure, and compliant electronic filing services.

Easy as one, two, three

Choose your plan

THE BASIC PACKAGE

$199.99
This package is for the established PTIN Tax Preparer that is looking for premium tax software with ERO hosting.  
  • SOFTWARE ACCESS
  • SOFTWARE TRAINING
  • ERO - ELECTRONIC FILING

THE ESSENTIAL PACKAGE

$499.99
The ESSENTIAL PACKAGE was designed for those wanting to become PTIN Tax Preparers and PTIN Tax Preparers that need more education and guidance and support. In this course you will gain the knowledge and education that will give you the confidence to complete individual tax returns and small business returns. 
  • COURSE
  • SOFTWARE ACCESS & TRAINING
  • 1:1 MENTORING & SUPPORT
  • SOCIAL MEDIA MARKETING PACKAGE
  • STEP BY STEP GUIDANCE IN OBTAINING  PTIN

THE ULTIMATE PACKAGE

$799.99
The ULTIMATE PACKAGE is our NO EXCUSE package.  You get everything included in the ESSENTIAL PACKAGE, plus all the technology, equipment and tools you need to prepare taxes and stay compliant with the IRS. 
  • COURSE
  • LAP TOP 
  • PRINTER
  • FILE CABINET
  • SOFTWARE ACCESS & TRAINING
  • 1:1  MENTORING & SUPPORT
  • SOCIAL MEDIA MARKETING PACKAGE
  • STEP BY STEP GUIDANCE IN OBTAINING PTIN

Completion
Rate

Instructor Experience

Student Satisfaction

Students 

Career Outcomes


From Classroom to Clients-Fast


We turn beginners into confident, compliant tax pros That can attract and retain clients.

Client-Ready Skills

Interview, scope, and complete 1040's and simple business returns accurately.

Compliance First

Ethics, due diligence, documentation, and audit triggers to avoid.

Sales & Retention

Pricing, packaging, and upsells to grow your book of business.

Peak-Season Speed

Workflow, templates, and checklists to work quickly without mistakes.

Certificate & CEUS

Finish with a certificate and CE options that boost your  confidence and keep you compliant

Real-World Case Files

Hands-on labs with realistic scenarios and instructor feedback.

Frequently asked questions

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What is Tax Academy?

Tax Academy is where you come and learn the fundamentals of Tax Preparation. Tax Academy also has advance tax education and continuing education.

How long are the tax preparation courses?

 Tax Academy offers tax preparation courses on various levels. Our PTIN Tax Preparer course is a 6 weeks course, that will give you the education, knowledge and confidence that you'll need to prepare individual and small business tax returns. Our ERO and Service Bureau courses are also 6 week courses and are detailed to help you successfully progress to the next level in the tax industry.

What topics are a part of the PTIN Tax Preparer course?

Topics include filing requirements, dependents, filing status, filing basics, child tax credit, earned income tax credit, self employment and more.

Are there any extra charges for books and materials?

All material needed is included in the course.

Will I receive a certificate upon completing the PTIN Tax Preparer course?

Yes. When you successfully complete the course, you will receive a certificate of completion.
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