Understand the path
Explore the seven curriculum steps below so you know which skills and decisions come next.
Explore the tax preparation profession through a seven-step curriculum preview and a practical blueprint PDF. Start with the roadmap, then build preparation skills in the planned live beginner cohort.All courses / Tax preparation / Beginner introduction
WITH KAT KHALANDACH, CPA
Become a Tax Preparer: Mini-Course
Start your tax business.
With a clearer plan.
Curious about starting a tax preparation business? Take a focused first step with a lesson on client relationships and scaling, plus a seven-step blueprint PDF to help organize your path.
$9.99USD · One-time payment
7-step curriculum previewBlueprint PDFRecorded training
YOUR NEXT CHAPTER STARTS HERE.
Tax preparation · Beginner introduction · Learn at your own pace
YOUR FIRST STEP INTO TAX PREPARATION
Explore the profession.
Plan what comes next.
From registrations and software choices to onboarding and client relationships—a preview of the path into tax preparation.
Use the blueprint
Download the 7-Step Blueprint PDF and organize your learning plan around the profession, workflow, and business.
Move into guided practice
The next step is the planned live beginner cohort: prepare a practice return with Kat, practice after class, and get guidance.
Explore the January–February 2027 cohort →DOES THIS SOUND FAMILIAR?
You’re ready for
a clearer next step.
01
You’re interested in tax preparation but want a manageable first step.
02
You want a roadmap for exploring the business.
03
You’re curious about client relationships and growing a practice.
People exploring tax preparation as a business and wanting a short introduction before choosing deeper training.
A SMALL FIRST STEP WITH A PRACTICAL PURPOSE
Explore the business.
Map your next move.
Explore how client relationships fit into a tax preparation business.
Consider the next steps for developing your practice.
Use the seven-step blueprint PDF to organize your learning path.
YOUR LEARNING PATH
Course Curriculum
Preview all seven steps + the downloadable blueprint PDF.
Curriculum preview: Steps 1–6 are shown as drafts in the supplied course preview and are being finalized. Check the current lesson availability and access terms in Thinkific before enrolling.
01Step 1: Become a tax preparer — introduction
- Explore the profession and the starting point for your learning path.
02Step 2: State regulation and federal registrations (PTIN, EFIN)
- Learn which registrations and requirements to research before preparing paid returns.
03Step 3: The tax business cycle — timing and billing
- Understand the seasonal rhythm of tax preparation and where billing fits into the workflow.
04Step 4: Basics of tax preparation and choosing tax software
- Connect the preparation basics to the software options you will explore next.
05Step 5: Client onboarding process
- Explore how to get started with a client and organize the information needed for preparation.
06Step 6: AI for tax preparation
- An introduction to the role of AI in the tax preparation process.
07Step 7: Client relationships and scaling the businessRecorded lesson
- Explore client relationships and the business skills that support a growing practice.
08Download: 7-Step Blueprint PDF — How to Run a Tax Preparation BusinessPDF resource
- Use the downloadable roadmap to organize your next steps.
WATCH. PAUSE. REVISIT.
Learn at a pace
that works for you.
Follow the recorded training, revisit the explanations, and work through the examples as you build familiarity with the preparation process.
After enrollment, you’ll access the course through your Thinkific student account.
Become a Tax Preparer: Mini-Course
$9.99USD
7-step curriculum preview + PDF · Recorded training
Get the mini course — $9.99 →Review access terms, included resources, and final total at checkout.
- Complete your purchase in Thinkific.
- Open your student account to access the training.
- Follow the modules and revisit the examples as you learn.
YOUR INSTRUCTOR
Hi, I’m Kat.
Let’s make tax practical.
I’m a California CPA with more than 10 years of tax preparation and review experience, including work at EY. I created Not So Boring CPA to help you connect tax concepts to the work you actually do.
My goal is to make the software and preparation process easier to follow—one practical example at a time.
Meet Kat →Before you get started.
How do I access the course?
Enroll through the matching Thinkific checkout. Use your Thinkific student account to access the training after purchase.
Do I need to start on a specific date?
This is recorded training. Review the current offer for course availability and your access period.
Which lessons and resources are included?
The curriculum preview shows seven steps and the 7-Step Blueprint PDF. Steps 1–6 are being finalized. Review the current Thinkific listing for published lessons and access terms before purchase.
Does the mini course teach a complete tax return?
The mini-course introduces the profession and the steps to explore. For guided return preparation and practice, explore the planned January–February 2027 live beginner cohort. Cohort enrollment is separate.
YOUR NEXT TAX SKILL STARTS HERE
Ready to explore your next step?
Become a Tax Preparer: Mini-Course · $9.99 USD
Get the mini course — $9.99 →