Our live tax preparer trainings deliver IRS-approved continuing education (CE) in plain language, covering tax law changes, compliance requirements, and the real-world application issues that show up on actual client returns. Hosted on Zoom and open to up to 1,000 participants per session, these trainings are built for teams that want to sharpen their edge without adding risk.

But this isn't just about staying current. It's about positioning.

When your team is trained through an IRS-approved CE provider — one whose status is publicly verifiable on the IRS website, you're not just checking a compliance box, you're building a practice that clients trust and competitors can't easily replicate.

For service bureau partners, that distinction matters even more. We train your team professionally so you don't have to carry that weight. Our training is structured, documented, and delivered by a credentialed provider, which means when questions of liability arise, the line between what was taught and what was done is clear. We train to educate. What your team does with that education is their professional responsibility.

Preparers who understand the law don't just avoid mistakes, they find opportunities. They serve clients better, retain them longer, and protect your business in the process.

We train to learn. And when your team learns at this level, the whole operation levels up.

Staying compliant is required. Staying competitive is a decision. Staying protected is a strategy.

5-WEEK TRAINING SCHEDULE:

DAY 1: Marketing Online and Offline

Objective: This session teaches how to attract and convert tax clients using strategic marketing.

DAY 2: Personal Tax Returns (1040 | 2026 Updates)

Objective: Focus on the entirety of Form 1040 from income to refund — including 2026 tax law updates.

DAY 3: Business Tax Return

Objective: Focus on Schedule C self-employment tax returns, including proper reporting of 1099-NEC income, expense categorization, depreciation, Section 179, and home office deductions.

DAY 4: IRS Procedures, Compliance & Ethics

Objective: Focus on IRS compliance requirements including Circular 230, due diligence standards, preparer penalties, and handling IRS notices to ensure ethical and compliant tax practice.

DAY 5: Software walkthrough and practice returns (2)

Objective: This session provides a hands-on software walkthrough while completing two full tax returns—a basic 1040 and a Schedule C return—to reinforce real-world application and build confidence in accurate tax preparation.

6- WEEK TRAINING SCHEDULE:

DAY 1: Marketing, Client Intake & Onboarding

Objective: This session teaches your team how to attract clients, convert inquiries, and onboard them the right way so nothing falls through the cracks.

DAY 2: Personal Tax Returns (1040 | 2026 Updates)

Objective: Focus on the entirety of Form 1040 from income to refund — including 2026 tax law updates.

DAY 3: Business Tax Return

Objective: Focus on Schedule C self-employment tax returns, including proper reporting of 1099-NEC income, expense categorization, depreciation, Section 179, and home office deductions.

DAY 4: IRS Procedures, Compliance & Ethics

Objective: Focus on IRS compliance requirements including Circular 230, due diligence standards, preparer penalties, and handling IRS notices to ensure ethical and compliant tax practice.

DAY 5: Software walkthrough and practice returns (2)

Objective: This session provides a hands-on software walkthrough while completing two full tax returns—a basic 1040 and a Schedule C return—to reinforce real-world application and build confidence in accurate tax preparation.

Day 6: Group AFTR

Objective: This session is for the Annual Federal Tax Refresher (AFTR) exam, providing a structured group testing environment that allows participants to complete the assessment together while meeting IRS requirements for AFTR completion and eligibility for the IRS Directory, and is exclusively available to Service Bureaus who have purchased the white label site.