Tax Preparer & Office Training

Personalized Orientation with the Software and Filing Process

• Intensive one-on-one with a professional tax trainer
• First tax preparer training session is typically 3-4 hours
• Orientation covers additional partner resources and tax software training

Independent Study Materials

• Practice return modules
• Live support for training modules
• Range of topics & levels of complexity
• Suggested study plans to maximize learning potential

Online Tax Preparation Courses

• Archived for convenience & review
• Pre-training exposure: tax software training
• Tax prep courses slower-paced for easy retention

Live Tax Industry Webinars

• Hosted by credentialed tax professionals
• Continuing Education credit possible
• Online tax prep courses cover wide-ranging topics with varying levels of complexity
• 1-3 hour course lengths
• Live Q&A with presenter

IRS Continuing Education Courses

• Hosted by credentialed tax professionals
• Live attendance grants automatic CE credit
• Tax prep courses include archived courses for self-study
• 1-3 hour lecture times depending on topic
• Live Q&A with lecturers

Advanced Courses Leading Up to AFSP and Professional Designations

• AFSP credentialed preparer
• Enrolled Agent exam prep
• CPA exam prep