Tax Preparation Foundations
Learn intake, document review, filing workflow, common forms, return review habits, and client-ready communication.
My Tax Pros Networking Academy
From Beginner to Professional Tax Preparer
Build practical tax preparation skills, IRS compliance habits, and client service confidence for tax season.
Register for ClassTraining path
Class support for new and growing preparers.
PTIN & Compliance Readiness
Understand PTIN steps, due diligence basics, taxpayer data safeguards, consent rules, and professional standards.
Practice Launch Guidance
Get oriented around service offerings, client onboarding, refund conversations, business returns, and network expectations.
What students cover
Built around real filing-season work.
This academy page is designed as the registration landing page for class enrollment. Use it for students who want tax preparer training before joining the professional network.
Module 1: Getting Started
Tax preparer role, PTIN orientation, software workflow, client intake, and tax-season expectations.
Module 2: Return Preparation
Income documents, credits, deductions, business basics, quality review, and common taxpayer questions.
Module 3: Compliance & Growth
Due diligence, security, recordkeeping, client communication, service packaging, and network application next steps.
Academy registration