PREMIUM FINANCIAL ADVISORS • TAX ACADEMY CURRICULUM

Learn the Work. Understand the Why.

The Tax Academy curriculum is designed to build tax knowledge step by step. Students learn tax preparation fundamentals, common filing situations, due diligence, self-employment, client service and the business systems behind a professional tax practice.

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CORE CURRICULUM

Build Your Knowledge Module by Module.

The curriculum is structured to help students move from the fundamentals into more advanced client and business concepts.
MODULE 01

Tax Foundations

Start with the core concepts every preparer needs to understand.

  • Tax terminology
  • Filing statuses
  • Taxpayer information
  • Income document basics
MODULE 02

W-2 Returns

Learn the flow of common wage-earner returns.

  • W-2 income
  • Federal withholding
  • Common deductions
  • Basic return review
MODULE 03

Dependents & Filing Status

Understand why dependent and filing-status questions matter.

  • Qualifying child concepts
  • Qualifying relative concepts
  • Head of Household
  • Residency and support
MODULE 04

Tax Credits

Learn common credits and the importance of eligibility.

  • Earned Income Tax Credit
  • Child Tax Credit
  • Other Dependent Credit
  • Education credits
MODULE 05

1099 & Self-Employment

Learn how business activity flows into an individual return.

  • 1099 income
  • Business expenses
  • Net profit
  • Self-employment tax
MODULE 06

Due Diligence

Understand preparer responsibilities and documentation.

  • Form 8867 concepts
  • Client questioning
  • Documentation
  • Recordkeeping
MODULE 07

Taxpayer Interviews

Learn how to gather complete information from clients.

  • Asking the right questions
  • Identifying missing information
  • Red flags
  • Client communication
MODULE 08

Tax Office Workflow

Learn how a professional tax office moves a client through the process.

  • Intake
  • Document collection
  • Preparation
  • Review and completion
MODULE 09

Client Experience

Create a smoother and more professional client process.

  • Communication
  • Follow-up
  • Expectations
  • Professional service
MODULE 10

Tax Business Basics

Understand the operational side of building a tax business.

  • Business setup concepts
  • Office systems
  • Policies
  • Client management
MODULE 11

Marketing & Client Attraction

Learn foundational marketing concepts for a tax business.

  • Audience
  • Visibility
  • Content
  • Client follow-up
MODULE 12

Tax Season Readiness

Bring the knowledge and systems together before filing season.

  • Preparation checklist
  • Client workflow review
  • Compliance reminders
  • Season launch planning
WHAT YOU'RE BUILDING

Knowledge That Supports Real Tax Work.

Tax Knowledge Understand the concepts behind common individual tax returns.
Client Interviewing Learn how to ask questions and gather complete information.
Due Diligence Develop stronger documentation and compliance habits.
Tax Office Workflow Understand how clients move from intake to completed return.
Professional Communication Build a better client experience through clear communication.
Business Operations Learn the systems behind running a professional tax practice.
Marketing Basics Understand the fundamentals of visibility and client attraction.
Season Readiness Prepare your knowledge and systems before filing season begins.
SAMPLE LEARNING FLOW

A Structured 12-Week Path.

Program timing can vary by enrollment option, but this gives students an example of how the learning can progress.
WEEK 01

Tax Industry & Foundations

Learn key terminology, preparer roles and basic tax-return structure.

WEEK 02

W-2 Returns

Work through common wage-earner scenarios and federal withholding.

WEEK 03

Filing Status & Dependents

Study filing-status rules and common dependent questions.

WEEK 04

EITC, CTC & Other Credits

Learn common credit concepts and the importance of eligibility review.

WEEK 05

1099 & Self-Employment

Learn business income, expenses and self-employment concepts.

WEEK 06

Due Diligence & Documentation

Focus on preparer responsibilities, questions and recordkeeping.

WEEK 07

Taxpayer Interviewing

Practice identifying missing information and asking better questions.

WEEK 08

Tax Office Operations

Learn intake, document collection, workflow and client status management.

WEEK 09

Client Experience

Focus on professionalism, communication and client expectations.

WEEK 10

Tax Business Basics

Learn foundational office systems, policies and business organization.

WEEK 11

Marketing & Client Attraction

Learn basic marketing strategy and methods for increasing visibility.

WEEK 12

Tax Season Readiness

Review knowledge, workflows, compliance and tax-season preparation.

READY TO START LEARNING?

Choose Your Program and Start Building.

Review available Tax Academy options, program information and enrollment steps to choose the path that fits your goals.

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