Tier 1:PTIN Package

For new tax preparers who are ready to learn the business properly before trying to run the business.

This Track Is For You If:

• You have your PTIN but have never prepared a return professionally
• You want to understand compliance before you touch a client's file
• You feel overwhelmed by software and don't know where to start
• You want structure, not just a login and a YouTube tutorial

Software Does Not Make You Skilled. Training Does.

A PTIN gives you permission to prepare taxes. It does not give you the skill, the structure, or the compliance awareness to do it right. Tax Bully Pro closes that gap with foundational training that prepares you to serve clients correctly — from intake to submission.

What You Get:

• Foundational Tax Training

Core tax prep instruction covering return types, IRS rules, due diligence requirements, and preparer standards.

• Software Orientation

Guided walkthrough of tax software navigation, data entry best practices, and e-file submission protocols.

• Client Intake Templates

Professional intake forms, engagement letters, and intake checklists ready for immediate use with real clients.

• Compliance Checklists

Step-by-step compliance checklists that keep you audit-ready and IRS-aligned every filing season.

• Backend Support Access

Access to the Tax Bully Pro support network for guidance as you navigate your first professional filing seasons.