Beginner training

START WITH A CLEAR PATH.

Explore the profession first, or join a group and learn tax preparation step by step.

RECORDED · $9.99

Explore tax preparation

A short introduction to the work, the learning path, and which training fits your goals. A refreshed edition is planned.

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LIVE ZOOM · PLANNED 2027 COHORT

Become a Tax Preparer—No Experience

A structured beginner program with live lessons, practice assignments, and recordings. Schedule and tuition will be announced before enrollment.

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From learning to practice

STEP 1

Understand the return

Learn the foundations and how to work through a fictional individual-return case.

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STEP 2

Work in tax software

Follow demonstrations and practice your workflow. Tax software access for practice is included in the cohort package; provider and duration will be stated before enrollment.

STEP 3

Get feedback

Ask questions during scheduled lessons. Upcoming Practice Lab access will be included in the cohort package when it launches; delivery date is to be announced.