About Course
Career track · 12 weeks · Online learning
What you will be able to do
- Run a tax engagement from intake through secure delivery.
- Research unfamiliar issues and document conclusions.
- Prepare and review returns with repeatable quality controls.
- Communicate clearly with clients before and after filing.
Course curriculum
- Module 1: Professional intake and securityEngagement setup, interview, and organizer workflow · Data security and document management
- Module 2: Research and position developmentTurning client facts into research questions · Authoritative sources and research documentation
- Module 3: Return preparation workflowFrom source documents to return input · Open items, diagnostics, and preparer notes
- Module 4: Quality review and correctionsReviewer checklists and error prevention · Rejected returns, amendments, and follow-up
- Module 5: Client service and practice readinessExplaining results and setting expectations · Capstone return file and professional handoff
Learning experience
Ten focused lessons combine instructor guidance, structured notes, practical scenarios, checklists, and a documented review workflow. Students can return to the material from their learning dashboard.
Official resource: IRS Tax Professionals resources.
Educational content only. Confirm current law, forms, instructions, and professional requirements before applying course concepts to a client matter.
Course Content
Module 1: Professional intake and security
Engagement setup, interview, and organizer workflow
Data security and document management