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For Aspiring Tax Preparers

This collection is designed for individuals who want to learn tax preparation from the beginning — with no prior experience required.

Inside, you’ll find structured, beginner-friendly education that explains how taxes work, how tax returns are prepared, and what it really means to become a tax preparer.

These resources are ideal if you’re exploring a new skill, considering a career change, or want to build a strong foundation before working with real clients.


Start here:

New Tax Pro Launch Checklist

Free

PTIN & EFIN Compliance Starter Checklist

Free

Understanding Your Tax Return: A Plain-Language Guide to Form 1040 for Everyday Taxpayers

Guide to the One Big Beautiful Bill Act (OBBBA) 2025 - UPDATED

Free

Important Note:

All resources in this collection are educational and training-based. Completion of any course does not guarantee certification, licensure, PTIN approval, or employment.