The Tax Office Training System™ | Founding Edition

A complete tax preparer training and team onboarding system designed for tax office owners who want a structured way to train, assess, and prepare their team for tax season.

WHAT’S INCLUDED:

• 10-Module Student Training Workbook

• Instructor Teaching Manual

• Class & Assessment Guide

• Digital Practice Lab with realistic mock client scenarios

• Separate Instructor Practice Lab Guide

• Fillable Client & Office Forms Toolkit

• Tax Preparer Onboarding Pack

• Certificate of Completion & Suggested Training Schedule

• Owner Implementation & Quick-Start Guidance

• Single-Business License Agreement

FOUNDING EDITION — $650 FOR THE FIRST 20 TAX OFFICES

Regular license price: $950

Your purchase includes a Single-Business Internal-Use License, allowing one tax business to use the system to train its own internal team. Resale, redistribution, sublicensing, public sharing, or use by another tax business is prohibited.

CUSTOMIZABLE FOR YOUR OFFICE: Designated office-use materials can be customized with your business information, internal procedures, workflow, and policies while the core DH Tax Academy curriculum remains protected.

This is a digital educational and operational training system. Completion does not represent IRS certification, PTIN issuance, EFIN authorization, licensure, or continuing education credit.