Start with Tax Preparation Foundations
Learn through a public course overview covering filing status, dependents, income documents, due diligence, privacy, software workflow, and client service.
Explore the Foundations courseExplore tax preparation training for new and growing tax professionals and office owners. Every course clearly shows whether it is a public preview, included with a membership, or separately paid.
Start with foundational filing concepts, strengthen responsible professional workflows, and continue into published advanced tax training as it becomes available for your membership.
Learn through a public course overview covering filing status, dependents, income documents, due diligence, privacy, software workflow, and client service.
Explore the Foundations coursePair course learning with authoritative public references and the professional resources available through My Tax Pros Networking.
Browse tax professional resourcesCompare Community, Professional, Pro, and Office paths for the Academy and professional-development access currently included with each membership.
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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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