ONLY $197 for a LIMITED TIME

Pre-order the beginner-friendly course that walks you step-by-step through everything you need to launch a tax preparation business. Pre-sale price $197 (regular $297). Modules start Oct 15 — full access by Nov 30.

$197.00

ENROLL NOW

The Essentials of Tax Prep

Learn the step-by-step process to confidently prepare returns from start to finish without second-guessing yourself.

Tools & Systems That Save Time

Learn what software, workflows, and checklists will ensure smooth client management.

Client-Ready Skills

Communicate clearly, stay compliant, and deliver professional-level results from day one—even if you’ve never run a business before.

About the Course

Are you eager to kickstart your tax preparation venture but unsure where to start? Our step-by-step course is tailor-made for beginners looking to establish a profitable tax business, even with zero prior tax knowledge. Covering everything from tax fundamentals to client acquisition and legal compliance, this program is your ultimate guide. Take the leap towards your tax business vision now! Pre-order at $197 and receive a complimentary Quickstart Tax Pro Toolkit. Modules unveil on October 15 - complete access by November 30.

10 step-by-step modules (videos, worksheets & quizzes

Private Facebook community for support and Q&A

Weekly live office hours (dates posted inside course)

About your Instructor

Hi there! I'm Ashley The Tax Lady, and I've been in the tax preparation industry for nearly a decade. I understand the challenges of starting a tax business from scratch, and that's why I've created this course to share my expertise with you. My goal is to help aspiring entrepreneurs like you launch successful tax businesses by providing practical insights and actionable strategies. I can't wait to see you thrive in this industry! Let's embark on this journey together.

Curriculum

11 Chapters · 11 Lessons

  1. 1

    Welcome & Quickstart (Bonus Toolkit)

    1. (Included in full purchase)

      Quickstart Tax Pro Toolkit (Download)

  2. 2

    What It Takes to Be a Tax Pro

    1. (Included in full purchase)

      COMING SOON: Module 2 drops Oct 15

  3. 3

    Ethics, Compliance & Due Diligence

    1. (Included in full purchase)

      COMING SOON: Module 3 drops Oct 20

  4. 4

    The Intake & Interview Process

    1. (Included in full purchase)

      COMING SOON: Module 4 drops Oct 25

  5. 5

    Filing Status & Dependents

    1. (Included in full purchase)

      COMING SOON: Module 5 drops Oct 30

  6. 6

    Types of Income

    1. (Included in full purchase)

      COMING SOON: Module 6 drops Nov 4

  7. 7

    Deductions & Adjustments

    1. (Included in full purchase)

      COMING SOON: Module 7 drops Nov 9

  8. 8

    Credits & Refunds

    1. (Included in full purchase)

      COMING SOON: Module 8 drops Nov 14

  9. 9

    Refund Products & E-Filing

    1. (Included in full purchase)

      COMING SOON: Module 9 drops Nov 19

  10. 10

    Data Security & Privacy

    1. (Included in full purchase)

      COMING SOON: Module 10 drops Nov 24

  11. 11

    Finding Your First Clients

    1. (Included in full purchase)

      COMING SOON: Module 11 drops Nov 30

Ready to Get in on the Fun?

Start your journey today and unlock the secrets to a successful tax preparation business.

$197.00

PRE-ORDER NOW