Tax Training Guides
Manual 1: Student E-Book
Provides the essential knowledge and step-by-step instruction needed to build a strong foundation in tax preparation. Learn to prepare Form 1040 and Schedule C returns with absolute confidence.
For New & growing tax professionals, entrepreneurs, career changers, and anyone ready to start or grow a tax business.
What You Will Learn:
→ Tax Preparation Fundamentals
→ Form 1040 Individual Tax Returns
→ Schedule C Small Business Returns
→ Client Interview Procedures
→ Due Diligence Standards & Tax Business Fundamentals
Manual 2: Student Workbook
A hands-on workbook designed to reinforce your learning with practical, real-world scenarios. Apply what you learn to build the operational skills needed to succeed as a professional.
Comprehensive Workbook-Based Final Examination, and a Student Success section (Career Planning, Graduate Oath & Certification Checklist).
What's Inside:
Week 1: Tax Preparation Foundations Activities & Exam
Week 2: Form 1040 Exercises, Practice Returns & Exam
Week 3: Schedule C Activities, Business Income & Expense Exercises
Week 4: Client Interview Simulations & Due Diligence Scenarios
Week 5: Business Startup, Marketing & Growth Planning Activities
Manual 3: Instructor Guide & Answer Key
Everything a coach or mentor needs to confidently teach and support students. Includes detailed lesson plans, teaching tools, answer keys, and assessment resources.
Week-by-Week Lesson Plans (Weeks 1-4 schedule), Teaching Guidance Scripts, Workbook Answers, Unit Exams, and Grading Recommendations.
Saves planning time, delivers consistent training, measures student success, and helps build a highly profitable training program.
Empowerment Tools
Build Your Business Toolkit
Unlock professional tax worksheets, ready-to-use client intake forms, and operational roadmaps designed to streamline your business setup and accelerate your long-term growth.