Why Becoming a Tax Preparer is the Smartest Career Move You Can Make
- No Experience is required to become a tax preparer, you don’t need any accounting experience or a college degree. The necessary skills are extremely teachable.
- Within 3 months you can earn a yearly income. Tax preparers generally work only during tax season. This begins in January and ends April 15th.
- Filing taxes will ALWAYS be in demand. No matter what else changes in terms of the government, people will always need help with their taxes. So financial security is guaranteed.
If someone told you doing taxes was as simple as filling out forms, they left out the key to avoiding costly audits and staying compliant with IRS regulations, this course covers it all.
Believe me, I understand where you're coming from.
I became a tax preparer because I was fed up with jobs that barely covered the bills while trying to provide for myself and my daughter. I went from sleeping on the floor with her to building a successful business, all thanks to my journey as a tax preparer.
This course was created by someone who’s been exactly where you are, with the challenges that come with being a tax preparer than having to grow a tax business. I get it, because I’ve lived it. I remember:
- Feeling confused by all the tax laws and paperwork
- Struggling to attract clients who trusted me to handle their taxes
- Fearing mistakes that could lead to costly audits or penalties
- Trying to figure out how to market myself and stand out in a crowded industry
- Getting overwhelmed and burned out because i had to market myself, answer calls, follow up with clients and learning to create boundaries with the clients that called before and after hours
After years of learning from my mistakes, I built a successful tax business, and now I want to share the first step to building your tax business, learning how to do taxes the right way.
Let’s be real, tax software makes life easier and tax pros rely on software without fully understanding the numbers behind the scenes. In this course, I’ll show you how to calculate AGI from scratch, so whether you’re using software or doing it manually, you’ll have the confidence to get it right every time.
I’m Keisha, your new biz bestie, and this is my story
I’ve been in the tax industry for 8 years, and in that time, I’ve not only built my own successful business but also helped so many others start and grow theirs. Now, I get to do what I love most: teaching people like you how to turn tax preparation into a career and not just a side hustle.
Whether you’re just starting out or already know a thing or two, I’m here to help you feel confident in your journey. This course is designed to teach you how to do taxes the right way without all the unnecessary fluff. I’m here to walk you through it all, and I promise it’ll be worth it.
Starting your own business can feel like a big step, but you don’t have to do it alone.
Getting here wasn't easy, but its my mission to teach you how to get here.
Curriculum
After this course, you will learn...
How to confidently determine who needs to file taxes: You'll master the essentials of gathering taxpayer information, choosing the correct filing status, and identifying qualifying dependents to ensure accurate returns for every client.
The ins and outs of different income types: From earned and unearned income to capital gains, losses, and even cryptocurrency, you'll understand how to handle various income sources and maximize your clients' deductions.
Expert-level small business and investment tax preparation: You'll get hands-on knowledge of Schedule C for small businesses and Schedule D for investments, allowing you to expertly manage your clients' unique financial situations.
Key strategies to avoid audits and protect your clients: Learn how to thoroughly interview clients, spot red flags, and keep impeccable tax records to minimize audit risk and maintain IRS compliance with ease.
