Starting a tax preparation business can be lucrative and is a great way to earn additional income while only working part time or full time. You can work from home entirely virtually or open a brick & mortar office.
Many tax preparers make between $30,000-$100,000 during tax season.
This type of business open doors to other services you can add for additional income, like bookkeeping, ITIN applications, Immigration, and more.
Skip the trial and error which will cost you more money and time. Let us help you start and grow your tax business with tools, resources, training, and guidance from a team of experienced professionals that will always be on your side.
Starting a tax preparation business can be lucrative and is a great way to earn additional income while only working part time or full time. You can work from home entirely virtually or open a brick & mortar office.
Many tax preparers make between $30,000-$100,000 during tax season.
This type of business open doors to other services you can add for additional income, like bookkeeping, ITIN applications, Immigration, and more.
Skip the trial and error which will cost you more money and time. Let us help you start and grow your tax business with tools, resources, training, and guidance from a team of experienced professionals that will always be on your side.
Is working a full-time job but living paycheck to paycheck
Want to learn how to do your own taxes
Want to start a side hustle part-time
Want to start your own business that will give you flexibility and freedom
Want to help people and get paid for it
Ready to make money during tax season
Our Tax Preparation Course is designed to give you the knowledge needed to fulfill IRS requirements and give you a basic understanding of tax law and practice to ensure you serve your clients with the highest quality. This study material has been organized to give line-by-line instructions for
Form 1040
Is working a full-time job but living paycheck to paycheck
Want to learn how to do your own taxes
Want to start a side hustle part-time
Want to start your own business that will give you flexibility and freedom
Want to help people and get paid for it
Ready to make money during tax season
Forms of business structure
Foundations of starting the business
Ethics
Best Practices to Counteract Cybercrime
Compiling Taxpayers Information
Filing Status, Dependents and Deductions
Income
Interest and Dividends
Tax Credits and Payments
Itemized Deductions
Other Taxes and Taxpayer Penalties
Capital Gains and Losses
Interest and Dividends
Business Income
Depreciation
Electronic Filing
Extensions and Amendments
Individual Returns (1040 Tax Form)
Self employment returns
Additional Tax forms:
Installment agreement requests
Extension to file request
Entering estimated tax quarterly payments
Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent
Marketplace Health Insurance
Adjustments to Income
Marketplace Health Insurance
1099 NEC Independent Contractors
Single Member LLC Returns
Uber Tax Returns
Lyft Tax Returns
Our Tax Preparation Course is designed to give you the knowledge needed to fulfill IRS requirements and give you a basic understanding of tax law and practice to ensure you serve your clients with the highest quality. This study material has been organized to give line-by-line instructions for Form 1040
Forms of business structure
Foundations of starting the business
Ethics
Best Practices to Counteract Cybercrime
Compiling Taxpayers Information
Filing Status, Dependents and Deductions
Income
Interest and Dividends
Tax Credits and Payments
Itemized Deductions
Other Taxes and Taxpayer Penalties
Capital Gains and Losses
Interest and Dividends
Business Income
Depreciation
Electronic Filing
Extensions and Amendments
Individual Returns (1040 Tax Form)
Self employment returns
Additional Tax forms:
Installment agreement requests
Extension to file request
Entering estimated tax quarterly payments
Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent
Marketplace Health Insurance
Adjustments to Income
Marketplace Health Insurance
1099 NEC Independent Contractors
Single Member LLC Returns
Uber Tax Returns
Lyft Tax Returns
💵 Value: $497
Learn the comprehensive process of preparing and managing individual self-employment taxes for your clients year-round.
💵 Value: $497
Learn how to work virtually with clients, utilize tax software and banking products, set pricing for your tax services, handle challenging clients, select the appropriate insurance for your business, effectively onboard clients for success during tax season, and much more.
💵 Value: $297
Learn how to register your business with the IRS, as well as how to apply for your PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number).
Participate in monthly live coaching sessions where we discuss various topics to assist you in growing and scaling your tax business.
💵 Value: $597
Gain access to our private mastermind group comprising other tax professionals, offering opportunities for networking, guidance, and support.
Circular 230 defines 'practice' and specifies who is eligible to practice before the IRS, outlines the duties and obligations of tax professionals when practicing before the IRS, and grants authority for imposing specific sanctions in cases of violations of these duties and obligations.
The intake forms and contracts streamline the onboarding process for your tax and bookkeeping clients. You can customize all forms with your business brand and also use them for other services within your business
Get support during tax season to help you answer any tax-related questions.
💵 Value: $1,997
Learn how to complete tax returns using real tax forms and software examples.
One-time Payment: $1,997!
How can I create and build my business brand?
How can I use social media to promote my services and attract new clients?
How do I position myself as an expert if I'm new to the industry?
How do I create social media graphics if I have no graphic design skills?
How do I create social media graphics if I have no graphic design skills?
Module 1
Introduction to
Online Marketing
is a dynamic course designed to provide a foundational understanding of the core principles and strategies of effective marketing. We'll dive into topics such as market research, branding, digital marketing, and advertising, equipping you with the tools to identify and reach your target audience effectively.
Module 2
This course offers a step-by-step guide to transform your Instagram presence, covering everything from crafting a compelling profile to developing a content strategy that resonates with your audience. You'll learn how to effectively use hashtags, engage with followers, and leverage Instagram's various features like Stories, Reels, and IGTV for maximum impact
Module 3
is a concise yet comprehensive course focused on enhancing your business's Facebook presence. Learn to create a captivating business page, engage effectively with your audience, and utilize Facebook's analytics for growth. This course is perfect for those aiming to leverage Facebook's platform for business success.
Module 4
is designed to guide you through the process of building a compelling and profitable brand identity. Discover key strategies for defining your brand's unique voice, visual style, and messaging that resonates with your target audience. This course is ideal for entrepreneurs seeking to craft a brand that stands out and drives sales
Module 5
is aimed at teaching you how to streamline your business processes and expand your market reach. Learn effective automation strategies and tools to enhance efficiency, alongside techniques for scaling your business sustainably. Ideal for entrepreneurs looking to grow their business smartly and efficiently
Module 6
is designed to empower you with the skills to create stunning marketing graphics. Dive into the world of design with CANVA training, and benefit from a wealth of free, customizable marketing graphics we've prepared for you. This course is perfect for those looking to enhance their visual marketing efforts with eye-catching, professional-quality graphics.
Before joining the Tax Prep Academy I did not offer tax services and had very little knowledge about tax law. After joining the Academy, I am more knowledgeable in the tax area and my services have expanded to a bigger public. I will say that the investment is worth it. You will help get and support through the whole process and not only get knowledge about tax law but also about marketing your business. Jamie is amazing, great communication. She is always willing to help.
Because it is just not about starting a business but it’s all about having the right tools, guidance and support..
Our course assists our students in becoming proficient in filing basic tax returns while also learning how to successfully balance and manage a business.
We don’t teach you and then leave you to figure it out on your own, we are here to help you grow in knowledge and professionally.
We at Tax Prep Academy are equipped with professionals that are trained, certified and have experience in the tax industry. We work hard to stay updated with all the latest tax laws and regulations.
Do I need to be a CPA or have an accounting degree?
No accounting background or degree required. Tax preparation is something that you can learn with the appropriate training, no math degree required.
Do I need to open a brick and mortar office?
No, you can choose to work virtually from home.
Tax preparation is something that you can learn with the appropriate training, no math degree required.
Will I only make money during tax season?
No, there will always be late tax filers during the year and you can add other services like bookkeeping etc. We go over this in the course.
Stay-at-home parents and early retirees
Anyone that has or wants a multi-service business
Realtors and Financial professionals
Insurance and Accounting professionals
Anyone that wants to create an additional income stream
Tax return review: Feeling uncertain about a tax return you've completed? Let one of our tax professionals, Enrolled Agents (EAs), or CPAs review it to ensure it's done correctly
Tax return preparation services: Have you encountered a tax situation you have no experience with? Or are you feeling overwhelmed and stressed during tax season? Our advice is not to turn clients away. Instead, you can outsource them to us, and we can provide the assistance you need. When you're ready, you can reach out to us.
1:1 Tax Mentorship/Training: Do you need individual one-on-one tax support, either virtually or in your office? Let us assist you.
To be willing to learn and be coachable with a reliable computer and internet connection.
For the entire duration of 12 months, you'll gain continuous insights into tax practices and strategies to expand your tax business. Plus, enjoy full access to our comprehensive learning platform and all resources.
Indeed, corporate taxes fall under advanced tax scenarios and are covered in a separate, specialized course. For those interested, we offer a comprehensive Business Course Package. This package includes in-depth training on corporate taxes, partnerships, S-corps, and bookkeeping, available at an additional cost.
You will learn how to successfully start, register and create your business brand. You will learn individual 1040 tax returns and self-employment returns. Some of the training includes ethics, tax preparer security, compiling taxpayers’ information, filing status, dependents, and deductions, interest and dividends, social media marketing, how to chose the right platform for your business, how to get clients with digital marketing, and much more.
The potential to start earning money immediately after the course hinges on your commitment and effort. While we ensure that our course material sets the foundation for your success, the actual implementation and application of what you learn rests in your hands. Your dedication to putting the knowledge and skills into practice is key to your financial success.
Absolutely! Our course is designed to equip you with the skills to handle small business taxes, focusing specifically on sole proprietorships and single-member LLCs.
After completing our course, you won't be designated as a 'certified tax preparer,' but you'll be fully prepared to practice tax preparation professionally. Our program includes all the essential requirements: your PTIN, EFIN, and Continuing Education (CE) hours as required by the IRS to keep your tax preparer registration active. CE Credits: 10 Federal Tax Law, 3 Federal Tax Updates, 2 Regulatory Ethics. Upon successfully passing the final chapter tax exam, you'll also receive a Certificate of Completion from our academy
Our courses at the tax academy blend self-paced learning through your student portal, which includes instructional videos, quizzes, and chapter exams, with virtual group classes. In these classes, we comprehensively cover all IRS tax forms and engage in hands-on practice returns. Additionally, we offer coaching sessions that dive into various aspects of entrepreneurship, growing a tax business, marketing strategies, and additional training to expand your service offerings. To support you during the busy tax season, we also provide virtual tax support.
We stand by the comprehensive nature of our program, confident that it will not only teach you about taxes but also guide you in establishing your own tax business. The resources provided are a culmination of endless hours, significant investment, and dedicated effort. We have received glowing testimonials from past participants who have successfully doubled their investment after completing the course. Additionally, it's worth noting that enrolling in this course can be considered a tax-deductible expense for your tax business.