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
Tax Business Mastery Program
Course • 40 lessonsBuild and scale your own tax business with confidence. Learn pricing, client management, compliance, and real strategies to grow your income. Perfect for preparers ready to become business owners and operate like a CEO. Enrollment open.
$400 first payment, then 3 x $1,297.00/mo
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Courses
Tax Preparer Fundamentals Program
Course • 62 lessons5.0 average rating (1 review)The 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