Become the tax pro people trust.
A warm, beginner-friendly path to mastering U.S. tax preparation — taught in plain English, with real client scenarios.

20 modules, built like a real career path.
Every module ends with a quiz so you know it stuck. Progress through at your own pace.
Tax Basics & Fundamentals
Core concepts of income tax, filing requirements, and taxpayer classifications.
Understanding W-2s
Read and interpret W-2 forms, wages, and withholding.
Filing Status & Dependents
Determine correct filing status and dependency rules.
Standard vs Itemized
When itemizing benefits the taxpayer.
Schedule C Mastery
Profit/loss, expenses, home office, vehicles.
Tax Credits Deep Dive
CTC, EITC, education, and more.
Investment Income
1099-DIV, 1099-B, capital gains.
Homeowner Benefits
Mortgage interest and property tax.
Ethics & Compliance
Circular 230 and due diligence.
Retirement & IRAs
Traditional, Roth, SEP, SIMPLE, and 401(k) reporting.
Rental Property & Schedule E
Report rental income, expenses, and depreciation.
Self-Employment Tax & Estimated Payments
SE tax, quarterly estimates, and safe harbor rules.
Amended Returns & IRS Notices
Form 1040-X, common notices, and how to respond.
Education Tax Benefits
AOTC, LLC, 529 plans, and student loan interest.
Healthcare & ACA on the Return
Premium Tax Credit, HSAs, and Form 1095s.
State & Local Tax Returns
Multi-state residency, sourcing, and reciprocity.
Crypto & Digital Assets
Reporting digital asset sales, staking, and the Form 1040 question.
Business Returns Overview
1065, 1120-S, and 1120 at a high level.
Tax Software & Office Workflow
EFIN, PTIN, e-filing, and a clean office process.
Certification Prep
Practice exams and review.
Sample lessons from Tax Basics & Fundamentals
- What is Income Tax?Federal income tax explained simply. · 15 min
- Who Must File a Tax Return?Filing requirements by income, age, and status. · 12 min
- Tax Year & DeadlinesImportant dates every preparer must know. · 10 min
- Types of TaxpayersSingle, married, HOH, and more. · 18 min
- Gross Income ExplainedWhat counts as income and what doesn't. · 20 min
- Module QuizTest your knowledge. · 12 min