Start your journey by learning how to set up and run your tax business the right way.

By the end of this module, you’ll have the blueprint to launch your own tax business with confidence.

1. Starting a Tax Business – Legal setup, business structures, and licensing.

2. Tax Office Set Up – Tools, systems, and workflows you need from day one.

3. Pricing Your Services – How to confidently set fees and charge what you’re worth.

4. Creating Your Digital Business Card – Professional branding that attracts clients.

5. Client Engagement Letters – Protect your business and set clear expectations with clients.

In this module, you’ll master every major IRS form used to file personal tax returns, so you can serve a wide variety of clients with accuracy and professionalism.

✅ Form 1040 – The core individual tax return

✅ Schedule A – Itemized deductions

✅ Schedule B – Interest & Dividends

✅ Schedule D & Form 8949 – Capital gains and losses

✅ Schedule E – Rental real estate, royalties, partnerships, S-corps, estates & trusts

✅ Schedule F – Farm income and expenses

✅ Schedule 1, 2 & 3 – Additional income, credits, and other taxes

✅ Form 1098 – Mortgage interest statement

✅ Form 1098-T – Tuition/education expenses

✅ Form 1099-INT / 1099-DIV – Interest & dividend reporting

✅ Form 2441 – Child & dependent care expenses

✅ Form 8863 – Education credits

✅ Form W-2 / 1099s – Wage & miscellaneous income

✅ Form 1040-X – Amended returns

✅ ITIN Tax Returns – Filing for taxpayers without a Social Security number

✅ Depreciation (Form 4562) – Claiming deductions for rental properties and business assets

✅ Rental Property Returns – Reporting income, expenses, and depreciation for landlords

PLUS: You’ll also learn how to properly document due diligence (Form 8867) when claiming credits like EITC, Child Tax Credit, and Education Credits — so you stay compliant and avoid penalties.

By the end of this module, you’ll be fully prepared to handle everything from simple W-2 returns to complex investment, rental, farm, ITIN, and amended returns.

In this module, you’ll master how to file taxes for freelancers, gig workers, and small business owners — some of the most in-demand clients today.

✅ Schedule C – Income & expenses for sole proprietors and self-employed individuals

✅ Schedule C Training for Uber & Lyft Drivers – A line-by-line breakdown of how to properly report rideshare and gig economy income

✅ Single-Member LLC Returns – Filing correctly for LLCs taxed as disregarded entities

✅ Car Depreciation & Mileage Deductions – Learn how to maximize deductions for vehicles used in self-employment

By the end of this module, you’ll know exactly how to serve gig workers, independent contractors, and small business owners — clients who come back year after year and generate steady income for your practice.

For students who want to expand beyond individuals and self-employed clients, we offer an additional module covering business entities. This training is available at a small extra cost and is perfect for those who want to grow into higher-paying business clients.

✅ Partnership Returns (Form 1065) – Reporting income, expenses, and

issuing K-1s

✅ S-Corporation Returns (Form 1120-S) – Pass-through taxation and shareholder reporting

✅ C-Corporation Returns (Form 1120) – Corporate income, deductions, and tax rules

✅ Bookkeeping Essentials – Tracking income and expenses properly to support business returns

This add-on positions you to serve business owners and entrepreneurs — opening the door to larger, ongoing contracts and more advanced tax strategy work.