Learn how every kind of tax actually works.

Form 1040 top to bottom — wages, deductions, credits, brackets, refunds.

Schedule C, SE tax, quarterly estimates, LLCs, S-corps, C-corps.

W-4, FICA, FUTA, SUTA, 941, 940, W-2 filing.

Nexus, marketplace facilitators, exemptions, and remittance.

Schedule D, wash sales, crypto, K-1s, dividends.

Property tax basics, §1031, estate tax, gifting strategies.

Sample state track — 5% flat rate, Millionaire's surtax, state-specific credits.

The One Big Beautiful Bill Act rewrote large pieces of the Code. Every provision preparers actually touch.

The industry's deepest due-diligence track. Circular 230, Form 8867, §6695 penalties, interview simulations, fraud detection, and a capstone exam.

The July 2025 legislation that rewrote large pieces of the Code. Plain-English lessons, before/after comparisons, worked examples, and a final assessment.

Schedule C from cover to signature. Income, expenses, home office, vehicle, depreciation, inventory, COGS, QBI, and estimates.

Form 1065 top to bottom. Basis, guaranteed payments, K-1s, capital accounts, allocations.

Form 1120-S, shareholder basis, reasonable comp, K-1s, distributions, BIG tax, and accountable plans.

Form 1120, the 21% corporate rate, dividends, retained earnings, and the double-tax problem.

Sole prop vs. LLC vs. partnership vs. S corp vs. C corp — advantages, disadvantages, and when to switch.

From EIN to first annual report. Everything a new business needs before its first return.

Every employer form a preparer touches, plus worker-classification and 1099 reporting.

Speak for the client. POAs, notices, installment agreements, penalty abatement, appeals, and collections.

Back taxes, OICs, liens, levies, CNC, innocent spouse, and audit representation.

Circular 230, PTIN, EFIN, preparer penalties, confidentiality, and the FTC Safeguards Rule.

From storefront to scalable operation. Workflow, pricing, marketing, staff, and bank products.

The line items the IRS actually pulls returns on — and how to prepare defensibly.

Turn preparers into planners. Year-end, retirement, entity, family, and multi-year strategy.

Interactive client interview simulations. Ask the right questions or fail due diligence.

Dozens of intentionally-wrong returns. Find the mistakes, fix them, submit for grading.

How to run a compliant tax practice — avoid preparer audits, protect your PTIN/EFIN, meet FTC Safeguards, and respond correctly when the IRS shows up.

The action plan to build a thriving tax preparation career in 90 days. Business development, marketing, productivity, and confidence — for preparers who already know how to prepare returns.

A systematic method for finding every deduction and credit a client legally qualifies for — so nothing gets left on the return.

Everything the IRS expects from an Electronic Return Originator — from application through annual maintenance.

How Service Bureaus, software resellers, and bank partners actually operate — and how a tax office chooses one without getting burned.

The compliant, plain-English breakdown of how bank-product back-end revenue is generated, split, and paid — and how to reconcile it.

Recruiting preparers, paying them compliantly, and scaling from one desk to multiple offices.