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Image 1 of 1
Image 1 of 1
Image 1 of 1
Tax Academy – Level 1 is the official starting point for anyone looking to learn professional tax preparation from the ground up.
This course is designed for beginners with no prior experience who want a clear, step-by-step introduction to how taxes work, how returns are prepared, and how to confidently assist clients during tax season.
Inside Level 1, students will learn:
The fundamentals of the U.S. tax system
Common tax forms and how to read them
Filing statuses, dependents, and basic deductions
How to prepare simple individual tax returns
Professional ethics, accuracy, and compliance standards
How tax preparers get paid and work with clients
This level focuses on building a strong foundation so students understand why things are done — not just how to do them. The skills learned here prepare students to move into more advanced filing scenarios in higher levels of the Tax Academy.
Who this course is for:
Beginners interested in becoming tax preparers
Individuals looking to add a new income skill
Business owners or assistants who want tax knowledge
Anyone preparing to advance into higher Tax Academy levels
Format:
Online digital course
Self-paced learning
Structured lessons designed for clarity and confidence
Important Note:
Completion of Level 1 provides foundational tax education and does not alone constitute certification or licensing. Additional training and compliance requirements may apply depending on your state and intended tax preparation activities.
Tax Academy – Level 1 is the official starting point for anyone looking to learn professional tax preparation from the ground up.
This course is designed for beginners with no prior experience who want a clear, step-by-step introduction to how taxes work, how returns are prepared, and how to confidently assist clients during tax season.
Inside Level 1, students will learn:
The fundamentals of the U.S. tax system
Common tax forms and how to read them
Filing statuses, dependents, and basic deductions
How to prepare simple individual tax returns
Professional ethics, accuracy, and compliance standards
How tax preparers get paid and work with clients
This level focuses on building a strong foundation so students understand why things are done — not just how to do them. The skills learned here prepare students to move into more advanced filing scenarios in higher levels of the Tax Academy.
Who this course is for:
Beginners interested in becoming tax preparers
Individuals looking to add a new income skill
Business owners or assistants who want tax knowledge
Anyone preparing to advance into higher Tax Academy levels
Format:
Online digital course
Self-paced learning
Structured lessons designed for clarity and confidence
Important Note:
Completion of Level 1 provides foundational tax education and does not alone constitute certification or licensing. Additional training and compliance requirements may apply depending on your state and intended tax preparation activities.