WELCOME TO YOUR STUDENT ACADEMY HUB

Build the professional foundation required to enter the tax preparation industry with the right mindset, standards, responsibilities and expectations.

Understand professional registration, preparer identification, electronic filing requirements and the business setup needed to operate professionally.

Develop the tax-law foundation needed to understand federal individual income tax concepts and make supportable tax-preparation decisions.

Learn how to collect taxpayer information, recognize common tax documents, conduct effective client interviews and identify information that requires additional questioning.

Apply filing-status and dependent rules using taxpayer facts, qualifying tests, documentation and professional judgment.

Learn how tax credits interact with preparer due-diligence responsibilities, taxpayer eligibility, documentation, questioning and compliance.

Work through self-employment and small-business tax concepts, income, expenses, documentation and Schedule C preparation.

Bring your Core Academy knowledge together through more advanced individual-return concepts, professional judgment, research, review and filing-season readiness.