$49 — June only
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A business blueprint and software walkthrough for launching an independent tax preparation business. Educational only — this is not state-mandated qualifying education.
A business and software walkthrough for new tax preparers. This is an educational program covering business setup, marketing, client retention, and the operational mechanics of common professional tax software. It is not a state-licensed pre-qualifying course and does not constitute professional tax advice. We've also built a complete Business-in-a-Box setup — affordable for anyone just getting started, and effective enough to compete with established offices in your area. Inside, we hand you the secrets to generating leads for FREE (no paid ads required), plus the retention playbook we use to turn one-time filers into multi-year clients who refer their friends and family every season. You'll also get professional choice of tax software for just $99 and rebates on bank product use. IMPORTANT — STATE REGULATION NOTICE: The IRS does not require tax-education providers to be licensed at the federal level. However, four states — California (CRTP), Oregon (OBTP), Maryland, and New York — strictly regulate who may provide qualifying tax-preparer education. THIS COURSE DOES NOT PROVIDE the state-mandated qualifying education hours required for registration in California, Oregon, Maryland, or New York. If you live in one of those four states, you must complete your qualifying hours through a state-approved provider before registering. Students in the other 46 states can use this training alongside registering for their own PTIN (Preparer Tax Identification Number) directly with the IRS. You are responsible for confirming and meeting all federal, state, and local requirements that apply to you.
⚠️ Important — State regulation notice (CA, OR, MD, NY)
This is a business blueprint and software walkthrough for independent tax preparers — it is not a state-licensed pre-qualifying course. The IRS does not require tax education providers to be licensed federally, but California (CRTP), Oregon (OBTP), Maryland, and New York do strictly regulate who may provide qualifying tax-preparer education. This course does NOT provide the state-mandated qualifying education hours required for registration in CA, OR, MD, or NY. Students in those four states must complete their qualifying hours through a state-approved provider. Students in the other 46 states can use this training alongside registering for their own PTIN directly with the IRS. You are responsible for confirming and meeting all federal, state, and local requirements that apply to you. See our full disclaimer.
$49June only
Payment plans available at checkout
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