Tax Biz Academy

Tax Biz Academy is the ultimate, all-in-one tax preparation and business growth bundle for aspiring and experienced tax professionals. With over 300+ lessons across nine dynamic courses, you'll gain dependable expertise—from mastering IRS forms to advanced business systems and leadership training.

What’s Inside:

Core Courses covering:
- Beginner Tax Preparation Foundations
- Maximizing Tax Refunds & Homeownership Strategies
- Schedule C and Schedule H Mastery
- IRS Ethics and Privacy Compliance (Circular 230)
- Virtual Tax Office Systems
- Smart Pricing for Profit
- Leadership, Mindset & Emotional Intelligence
Digital Business Tools & Templates including:
- Business Launch Checklist
- Editable Client Intake & Engagement Letter Templates
- Marketing Strategy Guides, Pricing Sheets, LLC Setup Planner
- E-books on branding, LinkedIn, and running a tax firm
Business-Building Challenges to spark momentum:
- 30-Day Tax Business Launch Challenge
- 7-Day Visibility Boost
- 90-Day Growth Accelerator
Private Support Community:
- Peer mentoring, live Q&A sessions
- Feedback on templates and branding
- Accountability and motivation from a professional cohort

Who Should Enroll:

This course is ideal for:

New tax professionals launching a virtual or brick-and-mortar practice
Existing preparers aiming to scale profitably
Side hustlers and entrepreneurs seeking a remote income stream
Anyone requiring step-by-step IRS-compliant tools and training

Key Benefits:

Lifetime access, including future content updates
Turnkey business setup tools to take action immediately
Real-world digital templates to streamline client onboarding
Learning at your own pace, complemented by an active mentorship network
Flexible pricing: pay a one-time fee or opt for four interest-free installments
Risk-free: backed by a 30-day, no-questions-asked money-back guarantee

48 Products

$27

Purchase

Already Joined? Login

Tax Biz Academy:

Course

Tax Planning for Small Business

Taxation is a crucial aspect of running a small business, and effective tax planning can lead to significant financial savings and compli...

Maximizing Tax Refunds: Effective Utilization of Deductions and Credits

Are you tired of leaving money on the table? Do you want to unlock the secrets to maximizing your clients' tax refunds? Look no further! ...

Ethics and Professional Responsibility in Tax Representation

Are you looking to enhance your understanding of professional responsibility in tax representation? Do you want to navigate the complexit...

Mastering Schedule C: A Deep Dive into Tax Schedule C

Are you struggling to navigate the intricate world of Schedule C as a tax professional? Do you find yourself grappling with the complexit...

Maximizing Tax Refunds: Navigating Homeownership Implications

Are you a tax preparer struggling to navigate the complex world of homeownership and its implications on your clients' tax returns? Do yo...

Tax Preparation Fundamentals for Beginners

Are you tired of the stress and confusion that comes with tax season? Are you struggling to navigate the complex world of tax preparation...

Success Motivated Mindset

Unlock your full potential and take charge of your destiny with the **Success Motivated Mindset** video course bundle. Designed for entre...

Virtual Tax Prep: Building a Successful Online Office

Are you interested in starting your own virtual tax preparation business but don't know where to begin? Look no further! Our comprehensiv...

Born To Succeed

Choose To Lead Video Course

Tax Preparation Business Expansion: Diversifying Services for Year-Round Success

Are you facing the challenge of limited income streams and seasonal fluctuations in your tax preparation business? Are you looking for wa...

Emotional Intelligence in Leadership: Enhancing Decision-Making Skills

Emotional intelligence (EI) is a critical factor in effective leadership and decision-making. This course explores the role of EI in lead...

Tax Ethics: Mastering Confidentiality and Privacy Regulations

In today's rapidly evolving financial landscape, understanding the nuances of confidentiality and privacy regulations is crucial for tax ...

Boost Your Tax Business Profit With Smart Pricing

Are you ready to elevate your tax business to new heights? In the "Boost Your Tax Business Profit with Smart Pricing" course, you will di...

Instagram Marketing Secrets

Navigating Individual Tax Returns & Schedules

This course provides an in-depth understanding of IRS Tax Forms and Schedules, with a specific focus on mastering Form 1040: U.S. Ind...

2026 Tax Law Revamp: Embracing Progressive Policy Changes

The course "2026 Tax Law Revamp: Embracing Progressive Policy Changes" offers a comprehensive exploration of the latest developments ...

Welcome to Tax Biz Academy-> START HERE!

Welcome to Tax Biz Academy – Your Gateway to Building a Profitable Virtual Tax Preparation Business At Tax Biz Academy, we specializ...

30-Day Tax Business Launch Challenge

Turn Your Tax Business Dream Into Reality in Just 30 Days! The 30-Day Tax Business Launch Challenge is a step-by-step action plan de...

90-Day Growth Accelerator for Your Virtual Tax Preparation Business

Unlock your potential and fast-track your success with our Tax Biz Academy 90-Day Growth Accelerator—a complete, interactive workbook...

Payroll Mastery: Bookkeeping Essentials for Tax Professionals

This course provides a comprehensive introduction to bookkeeping tailored for tax professionals, focusing specifically on payroll man...

📚 Mastering Service Bureau Operations in the Tax Industry

Mastering Service Bureau Operations in the Tax Industry How to Prepare Tax Returns, Stay Compliant, and Scale Your Tax Preparation B...

Organizational Behavior for the Tax Industry: Building Strong, Compliant, and High-Performing Teams

You’re stepping into a business where success isn’t just about knowing tax codes—it’s about people. How your team communicates, solve...

Becoming an ERO in the Tax Industry

This course is your complete guide to becoming an Electronic Return Originator (ERO)—from understanding IRS regulations to building c...

Digital Product

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 ...

Success Motivated Mindset E-Book

If one thing is important in today’s society, it is knowing how to succeed. But knowing how and having the motivation to follow through ...

Branding Yourself & Your Business E-Book

Achieve Business Success Through The Right Branding Strategy!"Have You Been Struggling To Create A Unique Identity For Your Organization?...

Solopreneur Success E-Book

Choose to Lead E-Book

Becoming An Entrepreneur: Understanding What It Takes To Be Successful E-Book

7 Mistakes To Avoid If You Want a Successful Online Business

It is relatively easy to start an online business. But of you don’t approach this in the right way you will never be successful. Many...

12 Ways To Promote Your Business With Facebook Live

Facebook Live has been around for a while now and a number of businesses are using it effectively as a promotional tool. But a lot of bus...

Video Marketing for Beginners E-Book

If you are just starting to dabble in online video marketing, this is a very wise business decision. If you still are not sure if t...

100 Advertising Tips

A Practical Guide for Working From Home

Attraction Marketing

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...

Tax Prep Engagement Letter Templates

Give your tax business a professional edge with these ready-to-use Tax Preparation Engagement Letter Templates. Designed to protect b...

Tax Prep Pricing Template

Take the guesswork out of setting client fees with these Tax Prep Pricing Sheet Templates. Designed specifically for tax professional...

Client Form Templates

Stay organized and professional this tax season with this all-in-one Client Intake Forms Packet designed specifically for tax prepara...

📊 Tax Prep Business Marketing Strategy Worksheet – Plan, Track & Grow

Boost your visibility and attract more clients this tax season with this done-for-you Marketing Strategy Worksheet designed specifica...

🗂️ Business Setup Planner – Tax Preparation Business

Starting a tax preparation business? This Business Setup Planner walks you step-by-step through choosing the right business structure...

90 Email Marketing Templates

Welcome to the ultimate solution for maximizing your email marketing efforts! In today's fast-paced digital landscape, effectively...

Expand Your Business Reach with Instagram

This guide, "Using Instagram To Expand Your Business Reach," explains how businesses can leverage Instagram for marketing, sales,...

Team Builder Bible

Project

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...

Message Board

Resource Academy

This channel is dedicated to all things to help you grow your business. Marketing information, software, forms, templates and any resourc...

Tax Biz Wealth Mastery Tribe

This channel is dedicated to member communication and announcements.