The academy
Learning Paths
Seven guided paths that take you from your first W-2 to running a tax firm. Every path stacks existing lessons, quizzes, and simulators into a coherent curriculum and ends with a LuxeNova certificate.
Where should you start?
Pick the role that fits you today. We'll recommend the paths in order.
I'm brand new to taxes
Start from zero. Learn the 1040, filing status, and how a return actually flows.
Be ready to prepare individual returns by next season.
I already prepare individual returns
Level up on OBBBA, due diligence, and mistakes that cost preparers real money.
Stop leaving credits (and clients) on the table.
I want to learn business returns
Expand into Schedule C, partnerships, S-corps, C-corps, payroll, and sales tax.
Be the preparer who takes the whole client, not just the 1040.
I own a tax office
Train your team, standardize workflow, and stay compliant across every return type.
Scale to a firm that runs without burning out the owner.
I want to become an ERO or run a Service Bureau office
Master EFIN compliance, Service Bureau relationships, bank products, and back-end revenue reconciliation.
Open, operate, and grow a compliant, profitable ERO office.
I'm studying for AFSP or EA
Cover every domain the exams test — with graded practice, not just reading.
Sit the exam already knowing the answers.
I want to build a six-figure tax business
Combine technical mastery with the operations, pricing, and marketing that scale.
Charge planning fees, add advisory revenue, own your season.
All seven paths
Last reviewed: July 2026 · Sources: IRS, Treasury, FTC Safeguards, state Departments of Revenue
Federal individual returns, start to finish
Tax Prep Foundations
The complete foundation: filing status, dependents, W-2/1099 income, credits, deductions, and Form 1040 flow. Ends with a graded mock return and the Individual Tax Preparer certificate.
Schedule C through S-corps, C-corps, and partnerships
Business Tax Academy
Every business return your firm will encounter: sole prop Schedule C, single- and multi-member LLCs, partnerships (1065), S-corps (1120S), and C-corps (1120). Includes payroll, sales tax, and entity selection.
Circular 230, PTIN, EFIN, WISP, and the FTC Safeguards Rule
Compliance & Ethics
The compliance layer that keeps your PTIN, EFIN, and firm intact: Circular 230 duties, the FTC Safeguards Rule, WISP requirements, cybersecurity minimums, and professional conduct.
Represent clients through examinations, notices, and appeals
Audit Defense
Handle every IRS letter that lands on a client's desk: CP notices, examinations, Schedule C and rental audits, home office, cash businesses, and crypto scrutiny. Ends with the notice-drafting rubric.
Move clients from filing to strategy
Tax Planning
Retirement, capital gains, Roth conversions, entity planning, and OBBBA-specific moves. Learn to build multi-year plans that clients pay a premium for.
Build and scale a six-figure tax practice
Tax Firm Success
Everything the technical courses skip: marketing, pricing, hiring, workflow, client portals, and the operational muscle it takes to run a profitable firm.
Run a compliant, profitable tax office
ERO & Service Bureau Mastery
The business side of running a tax office: becoming an ERO, choosing and working with a Service Bureau, understanding bank products, reconciling back-end revenue, and scaling to multiple offices — with IRS Pub 3112 / 1345 compliance throughout.