Tax Biz Academy
The Ultimate Tax Preparation & Business Growth Bundle for Aspiring and Experienced Tax Pros
Ready to start or scale your tax preparation business?
Tax Biz Academy provides you with everything you need: expert-led training, powerful digital tools, business challenges, and community support—all in one powerful bundle.
🎓 INCLUDED COURSES (300+ Lessons)
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Beginner Tax Preparation Training (32 Lessons)
Learn the fundamentals of individual tax returns, IRS forms, client intake, and basic filing. -
Maximizing Tax Refunds: Effective Utilization of Deductions and Credits (24 Lessons)
Discover how to reduce tax liability using legal deductions and credits. -
Maximizing Tax Refunds for Homeownership (24 Lessons)
Understand tax benefits available to homeowners, including mortgage interest, property tax, and energy credits. -
Schedule C Mastery: Reporting Business Income (35 Lessons)
Deep dive into self-employment taxes, allowable business deductions, and common IRS pitfalls. -
Schedule H Tax Preparation (21 Lessons)
Specialized training for household employers (nannies, caregivers, etc.). -
Tax Ethics: Mastering Confidentiality and Privacy Regulations (47 Lessons)
Stay compliant with IRS Circular 230 and client data protection protocols. -
Virtual Tax Office Systems (27 Lessons)
Step-by-step systems for running a remote or hybrid tax business. -
Boost Your Tax Business Profit With Smart Pricing (20 Lessons)
Price your services confidently to maximize profit while staying competitive. -
Mindset & Leadership Courses (4 Courses Total):
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Success Motivated Mindset
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Born to Succeed
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Choose to Lead
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Emotional Intelligence in Business
Cultivate personal development and strong leadership skills.
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📦 DIGITAL PRODUCTS INCLUDED
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Tax Business Launch Checklist
A comprehensive step-by-step startup guide. -
Client Intake Forms (Printable & Editable)
Ready-to-use templates for onboarding clients. -
Tax Prep Engagement Letter Template
Protect your business and set clear expectations. -
Marketing Strategy Worksheet
Plan and execute outreach campaigns for lead generation. -
Pricing Sheet Templates
Branded sheets to present service packages professionally. -
Business Setup Planner
Organize your LLC formation, EIN, bank accounts, and licensing. -
E-books (PDF Format):
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How to Create a Killer LinkedIn Profile
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Branding Yourself and Your Business
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Navigating the Tax Landscape: A Guide to Running a Successful Tax Business
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💪 BUSINESS-BUILDING CHALLENGES
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30-Day Tax Business Launch Challenge
Launch your business in 30 days with daily tasks and video guidance. -
7-Day Visibility Challenge
Grow your brand with actionable marketing strategies. -
90-Day Growth Accelerator
Set business goals and get support staying on track for long-term success.
🌐 PRIVATE SUPPORT COMMUNITY ACCESS
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Peer-to-peer mentoring from fellow tax professionals
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Live Q&A sessions with instructors
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Feedback and encouragement on forms, pricing, and branding
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Motivation and accountability to keep you moving forward
🎯 Who Should Join Tax Biz Academy?
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New tax professionals ready to launch a virtual or in-person tax office
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Existing tax preparers who want to scale up profitably
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Side hustlers and solopreneurs looking for a remote income stream
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Professionals needing step-by-step IRS-compliant training and templates
🎉 Why You’ll Love Tax Biz Academy:
✅ Lifetime access to all content
✅ Complete business setup tools
✅ Real-world digital forms and templates
✅ Interactive community & mentorship
✅ Self-paced learning—on your schedule
Don’t just prepare taxes—build a thriving business.
🎯 Join the hundreds of professionals already succeeding with Tax Biz Academy today.
40 Products
Tax Biz Academy:
The Compliance Blueprint: Circular 230 Strategies for Tax Professionals
Unlock the secrets of Circular 230 and master the art of ethical and compliant tax practice with “The Compliance Blueprint: Circular 230 ...
Mastering Schedule C: A Comprehensive Guide for Tax Professionals
Mastering Schedule C: A Comprehensive Guide for Tax Professionals is an essential resource for tax preparers, accountants, and financial ...
Tax Business Launch Checklist
Are you ready to launch your own tax preparation business but unsure where to start? This Tax Business Launch Checklist is your step...
Practice Tax Returns
Upon completion of the Tax Biz Academy course, you will be granted access to a list of practice tax returns with instructions to access o...