Learn the Tax Business. Build With Confidence.
Premium Financial Advisors Tax Academy is designed for aspiring and developing tax professionals who want more than random information. Learn tax preparation fundamentals, client service, due diligence, business operations and the systems behind building a professional tax practice.
From Learning Taxes to Building the Business.
Training designed to help students understand tax preparation while also developing the professional habits, systems and client experience needed to operate with confidence.
You Don't Have to Know Everything Before You Start.
New to Taxes
Start with foundational tax concepts and learn how the tax preparation process works.
New Tax Preparers
Strengthen your knowledge, workflow and client-service process before tax season.
Future Tax Business Owners
Learn how tax knowledge connects with systems, operations and building a professional practice.
Developing Professionals
Refresh your knowledge and strengthen areas where you need more confidence.
Tax Knowledge Is Only Part of the Training.
Tax Fundamentals
Learn foundational concepts including filing status, income documents, dependents and common tax terminology.
Individual Tax Returns
Understand the basic flow of preparing an individual federal income tax return.
1099 & Self-Employment
Learn how self-employment income and applicable business expenses affect a tax return.
Tax Credits
Study common credits and the importance of verifying eligibility before claiming them.
Due Diligence
Learn why documentation, taxpayer interviews and preparer responsibilities matter.
Tax Office Operations
Understand intake, documentation, client communication, workflow and professional tax-office systems.
Client Experience
Learn how to communicate professionally and create a smoother process from intake through completion.
Tax Business Basics
Explore the operational side of building and managing a professional tax preparation business.
Client Attraction
Learn foundational strategies for building visibility and attracting clients to your tax business.
Learn It. Practice It. Build With It.
Learn
Build your understanding of tax concepts, requirements and terminology.
Practice
Work through examples and apply what you are learning to tax scenarios.
Prepare
Develop your process for working with clients, documents and tax returns.
Build
Connect your tax knowledge with professional systems, marketing and business operations.
Choose the Training Path That Fits You.
Tax Academy
Structured tax education for students who want to develop their tax preparation knowledge and professional foundation.
- Tax preparation fundamentals
- Tax forms and common filing situations
- Due diligence education
- Client-process training
- Tax business fundamentals
Mentorship & Programs
Explore available programs for students and tax professionals who want additional education, guidance and business-development support.
- Structured learning
- Professional development
- Business education
- Marketing fundamentals
- Program-specific support
Keep Learning Outside the Classroom.
Your Tax Career Can Start Right Here.
Explore available Premium Financial Advisors Tax Academy programs, review enrollment information and choose the training path that fits your goals.