Before you build a successful tax business, you need a strong foundation. Learn the fundamentals of the tax industry, understand your opportunities, set your goals, and create a clear vision for the business you want to build.

Learn the basic concepts every new tax professional should understand before preparing returns. We’ll cover filing status, dependents, income, deductions, credits, due diligence, and your responsibilities as a paid preparer. This module gives you the foundation you need to start learning tax preparation with more confidence.

Turn your idea into a real business. This module walks you through the key steps to establish your tax business, create a professional presence, and put the right systems in place to operate like a business owner.

Your tax software is the engine behind your business. Learn how to understand your software options, choose the right tools for your tax business, and create a simple workflow for serving clients. We’ll also introduce the professional tax software options available through Dynamic TaxPro Software so you can make an informed decision about what fits your business.

Prepare yourself to handle clients professionally. Learn the responsibilities of a tax professional, how to organize your process, and how to create a smooth experience from client intake to completion.