Products
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Courses
Due Diligence Mastery: Protecting Your PTIN for the Upcoming Filing Season
Course • 19 lessonsWelcome to Due Diligence Mastery, the essential training every tax professional needs to stay compliant, confident, and audit-ready for the upcoming filing season. This course walks you step-by-step through the IRS due diligence rules.
$197
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Courses
Advanced Federal Tax Law & Business Leadership For Tax Professionals (CEO Tier)
Course • 40 lessonsThis elite training program is designed for experienced tax professionals ready to elevate from preparer to CEO. Through a six-week structured curriculum, participants master advanced federal tax law, complex return scenarios, business entity filings
$1,000
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Courses
Federal Tax Law Foundations For New Preparers (The Foundation Program)
Course • 61 lessonsThe Foundation Program is the starting point for aspiring or newly registered tax preparers who want to learn the right way — the compliant, professional, and profitable way.
$200
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Courses
Client Intake & Documentation Compliance
Course • 30 lessonsMaster essential intake forms, ID verification, and document management to ensure compliance and maintain audit-proof practices in your firm.
$79
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Pre-order available now!
Courses
Business Tax Essentials & Entity Formation
Course • 5 lessonsMaster the fundamentals of business taxes and entity formation to optimize your small business or corporate filings and enhance client advisory skills.
$99
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Pre-order available now!
Courses
Annual Federal Tax Refresher for AFSP Certification
Course • 4 lessonsStay updated with federal tax changes, case studies, and assessments for AFSP certification. Complete the course confidently and earn your certification.
$149