This one-on-one tax preparation training is perfect for aspiring tax professionals, side-hustlers, or small business owners who want personalized guidance, hands-on practice, and the confidence to start preparing taxes for themselves or paying clients.All training materials are included and provided after full payment.
Elite 1:1 Mastery Package
1. PTIN Registration
• Step-by-step help applying for a Preparer Tax Identification Number (PTIN).
• Understanding IRS requirements and annual renewal.
2. Tax Preparation Basics
• Tax terminology & how the tax system works.
• Step-by-step process of completing a basic tax return (Form 1040).
• Filing status, dependents, income types, deductions, and credits.
3. Hands-On Practice
• Guided walkthrough of sample tax returns.
• Using professional tax software (if included in your training).
• Practice entering real-world scenarios to prepare for client work.
4. Client Intake & Document Review
• What forms and documents to request from clients.
• How to identify missing or incorrect info.
5. IRS Compliance & Ethics
• Understanding confidentiality rules and preparer responsibilities.
• Avoiding common mistakes that cause audits or penalties.
6. Business Basics for Tax Preparers
• How to set up your tax prep business.
• Recordkeeping, pricing, and client management.