Level 1 · No experience? Start here.

Your first step
into tax preparation.

You don’t need to start by knowing every form. Start by understanding the work, learning the foundations, and choosing a way to practice.

Monthly additional income goal: Starting at $1,000 per month

Explore the January–February 2027 cohort

Three ways to begin.

FREE · EXPLORE

The beginner guide

Get the “How to Become a Tax Preparer” roadmap. Use it to orient yourself: what the profession involves, where to find learning resources, and how to choose your next step.

Best if you are curious and want a starting point before paying for training.

Get my free guide

$9.99 · RECORDED

The mini-course

A small first investment to explore the profession and the business side of client relationships. Preview all seven curriculum steps and the 7-Step Blueprint PDF. Some lessons are being finalized; check current availability before purchase.

Best if you want a short introduction before committing to a full learning program.

See lessons and details

Buy the mini-course · $9.99 →

PLANNED · JANUARY–FEBRUARY 2027

The beginner cohort

Learn the tax preparation profession, prepare a practice return with Kat live, and practice after class—with recordings, supervised practice, and review of a few first returns after training.

A guided beginner path to build working knowledge of basic returns and prepare for tax season.

Explore the live cohort

Planned live beginner cohort · January–February 2027

Learn tax preparation live.
Get ready for tax season.

Start with no experience. Learn the profession, prepare a practice return with Kat, and build your skills through practice after class.

You don’t have to figure out the whole process alone. This planned cohort combines live teaching, guided preparation, supervised practice, and feedback—so you understand how a basic individual tax return comes together.

What will be included

An introduction to the tax preparation profession. Understand what preparers do, how the work fits together, and the learning steps between being new and taking on basic returns.
Live lessons with Kat, CPA. Learn through explanations and demonstrations, with scheduled opportunities to ask questions when a concept or screen is unfamiliar.
The foundations of basic individual returns. Build working knowledge of the return’s structure, filing status, client documents, income, deductions, credits, and the information you need to request.
Prepare a practice return with Kat live. Follow a fictional client case from the source documents through the preparation workflow. Understand the reason for the entries, rather than simply copying them.
Practice after classes. Apply what you learned through assignments and practice returns. Revisit the steps, identify missing information, and bring questions back to the live sessions.
Supervised practice and feedback. Get guidance as you work toward a consistent preparation process and learn which issues need a reviewer’s attention.
Recordings and continued course access. Rewatch the lessons during the cohort and after the live training ends. The exact access period will be confirmed before enrollment.
Kat’s review of a few first returns after training. Receive early-return review to help you spot mistakes, understand corrections, and improve your process. The number of returns, eligible return types, and review window will be stated in the offer.
A clearer next step for tax season. Learn how to assess your readiness, what to keep practicing, and when to seek help before accepting work beyond your experience.

Your January–February 2027 learning plan

Learn live: attend the scheduled sessions and prepare a practice return alongside Kat.

Practice between classes: work through the assignments, revisit recordings, and note your questions.

Keep building after training: continue using the course material and use the included early-return review within the confirmed review window.

Be first to hear when enrollment opens

Get live cohort updates

Sign up for the planned January–February 2027 cohort’s enrollment updates, including exact dates, session times, tuition, and final inclusions.

The current signup page also offers the free 7-Step Tax Career Roadmap.

Planned for January–February 2027. Exact dates, session schedule, tuition, practice software arrangements, access duration, and review terms will be confirmed before purchase. Supervised practice and early-return review are part of the planned live cohort offer, not the $9.99 mini-course.

What happens after the basics?

Once you understand the foundation, choose software training that fits the work you want to do. Level 2 offers recorded return demonstrations in Drake Tax, CCH Axcess, and ProConnect.

Explore Level 2 software training

Learning and professional requirements

Paid federal return preparers generally need their own current PTIN. State requirements can also apply. Training does not replace registration, licensing, or the supervision appropriate to your experience.

Read the IRS PTIN guidance →

Level 1 · Stay connected

Start with the free roadmap.

Get the free 7-Step Tax Career Roadmap and join Kat’s email list. Take your first step while you explore the mini-course and planned live cohort.

Enter your email in the signup form. Check your inbox to confirm your email and get the PDF.

This signs you up to the existing roadmap email list; it does not enroll you in a paid program.

Form not showing? Open the signup page →