Tax Preparer Training Course
Instructor
KingTaxSolutionsLLC
Reviews
Course Overview
This self-paced training course is designed to equip aspiring tax preparers with the essential knowledge and confidence to accurately file individual tax returns using IRS-compliant practices. Whether you’re launching a tax business or joining a team, you’ll learn how to report income, claim deductions and credits, handle self-employment tax, and maintain ethical standards.
By the end of the course, you’ll be ready to file confidently, communicate with clients professionally, and meet all due diligence and compliance requirements. Bonus modules also walk you through starting your own tax preparation business.
🕒 Estimated Time of Completion: 12–15 hours total
(Includes 12 modules with video lessons, quizzes, PDFs, and practical tools)
What You'll Learn?
- Learn how to file accurate individual tax returns using IRS-compliant methods
- Gain confidence working with W-2, 1099, and self-employment income
- Understand deductions, credits, and tax benefits to maximize client refunds
- Master IRS forms such as 1040, Schedule C, and Form 8867
- Learn to communicate professionally with tax clients and avoid compliance issues
- Build a foundation to start your own tax preparation business
- Get step-by-step guidance on registering for a PTIN and applying for an EFIN
- Receive downloadable tools, worksheets, and checklists for real-world use
- Flexible, self-paced format ideal for beginners or seasonal team members
- Includes marketing, retention, and growth strategies for long-term success
- Certificate of completion provided at the end of the course
- New or aspiring tax professionals
- Anyone preparing for a paid tax preparer role
- Entrepreneurs launching a tax business
- Seasonal team members in a tax office
- Credit or financial coaches looking to expand services
- Downloadable tax preparer workbook & reference guide
- Taxable vs. non-taxable income chart
- Common 1099 form descriptions
- 1040 income section reference sheet
- Filing status & dependent qualification cheat sheets
- Deduction comparison chart
- Standard deduction rates by filing status (2025)
- Itemized deduction checklist
- Refundable vs. nonrefundable credit comparison
- Form 8867 due diligence checklist summary
- Schedule C expense category list
- Mileage & home office deduction worksheet
- 1099 and SE tax flowchart
- Capital gains tax rate table
- Retirement distribution penalty chart
- Quick guide to Forms 1099-R, 1099-B, 8949, and Schedule D
- Cryptocurrency & special income flowcharts
- Tax return intake checklist & 1040 prep reference
- Circular 230 summary & ethics compliance guide
- Sample engagement letter & add-on services menu
- EFIN & PTIN registration steps