Learn the foundations.Practice the software.Build your business.You don’t need to have your whole tax career figured out. You need to know where to start—and what to learn next.
Whether you’re exploring tax preparation with no experience, preparing for freelance or employee work, or planning your own practice, there’s a path for you here.
Learn with a CPA who explains the thinking behind the return, shows the software on screen, and makes the next step feel manageable.
California CPA · Former EY professional · 10+ years in tax
Credentials & professional background
How to Become a Tax Preparer with No Experience
Meet Kat and explore the starting point for a career in tax. Watch this short introduction before choosing your training—you can play it right here without creating a course account.
Then choose the next step that matches your experience, budget, and learning style.
Get the free beginner guide6-minute introduction · Watch here, then choose your path below.
Start at the level that fits your experience. Open your path for the full details and next steps.
Monthly additional income goal
Build your tax knowledge with teaching, supervised practice, continued lesson access, and Kat’s review of your first few returns after training.
Free guide · $9.99 mini-course · Planned live cohort
Explore Level 1 →Monthly income goal
Get ready for a new job or freelance work. Compare software paths and learn the preparation workflow before you start.
Drake · CCH Axcess · ProConnect
Explore Level 2 →Monthly income goal
Work on getting clients, onboarding, engagement letters, repeatable systems, and scaling your tax practice.
Clients · Systems · Sustainable growth
Explore Level 3 →
Individual & business tax return training
Monthly plans: 3 × $189.99 or 6 × $99.99View bundle → · $499.99
Individual & business tax return training
Monthly plans: 3 × $189.99 or 6 × $99.99View bundle → · $499.99
Individual & business tax return training
Monthly plans: 3 × $189.99 or 6 × $99.99View bundle → · $499.99
START WITH THE BASICSTax curious?Learn the basics of tax preparation
I’m Kat Khalandach—a California CPA, practice owner, and the creator of Not So Boring CPA on YouTube.
After working at EY and preparing and reviewing thousands of returns, I started sharing the practical side of tax: how to work through a case, use the software, and understand what you’re doing.
My goal is to help you turn “I don’t know where to start” into “I can work through this.” Bring your questions. We’ll take it step by step.
“I was able to make my first $1k for tax return preparation.”
“Clear, practical, and packed with real-world insights.”
“One of the best investments I’ve made in my practice.”
“I completed S-corporation modules … you really did great amazing job. I really liked it.”
“You have once again been a great help with my learning progression.”
Student experiences shared on the previous website.
Tell us if you want Lacerte, ATX, TaxSlayer, or another software.
Request software trainingYes—Level 1 is the starting point for exploring the profession. Begin with the free guide or $9.99 mini-course. The planned live cohort is the more structured beginner option. Training is a learning step; it does not itself grant professional credentials or permission to prepare paid returns.
No. Start where your experience fits. New learners can begin at Level 1; existing preparers can go directly to software training; experienced practitioners can explore the business path.
As an illustrative seasonal revenue range, a self-employed tax preparer could bring in $7,500–$30,000 in their first season, with $30,000–$100,000+ possible as their experience and client base grow. These are planning examples for a concentrated 2.5–3-month tax season, not typical or guaranteed results. Revenue depends on the number of clients, types of returns, and fees charged; take-home income is lower after business expenses and taxes.
The $9.99 mini-course and existing recorded software courses and bundles have purchase links. Review each course’s lessons and pricing before enrollment. Software bundles offer $499.99 paid in full, 3 monthly payments of $189.99, or 6 monthly payments of $99.99.
The planned cohort offers a shared schedule, live Zoom lessons, assignments, recordings, and educational Q&A. Recorded software courses focus on preparation workflows you can revisit independently. Cohort dates, tuition, and final inclusions will be announced before enrollment.
Choose the software you use—or expect to use—at work or in your practice. Compare Drake Tax, CCH Axcess, and ProConnect, then select a single return type or the complete bundle. Check the included courses because each software bundle has a different lesson list.
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