MY TAX PROS ACADEMY

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Structured learning for tax professionals and office owners. Sign in to access enrolled course materials.

01
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From Beginner to Professional Tax Preparer

Tax Preparation Foundations Learn intake, document review, filing workflow, common forms, return review habits, and client-ready communication. PTIN & Compliance Readiness Understand PTIN steps, due diligence basics, taxpayer data safeguards, consent rules, and professional standards. Practice Launch Guidance Get oriented around service offerings, client onboarding, refund conversations, business returns, and network expectations.

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