Why Most Tax Pros Struggle with Taxes?
✔ They rely on software without truly understanding the numbers.
✔ They feel lost looking at tax forms.
✔ They second-guess everything they do.
✔ They don’t feel confident charging clients, mostly due to the lack of knowledge.
This training fixes that!
TRY IT RISK FREE
This isn’t just a training — it’s a skill you can use every tax season
✔ How to prepare a real 1040 tax return
✔ A clear understanding of credits, deductions, and refunds
✔ Confidence to work with real clients
✔ A foundation to start earning income preparing taxes
WHO THIS IS FOR
NEW TO TAXES?
✔ You’ve been thinking about becoming a tax preparer but don’t know where to start
✔ You feel overwhelmed looking at tax forms
✔ You want to learn a skill that can generate income
✔ You have zero experience and need step-by-step guidance
ALREADY PREPARING TAXES?
✔ You’ve been preparing returns but still feel unsure at times
✔ You rely too much on software without fully understanding the numbers
✔ You want to stop second-guessing yourself
✔ You’re ready to build real confidence and accuracy
"Whether you’re just starting or already preparing returns, this training will meet you where you are and take you to the next level."
Here’s What We’ll Cover
Tax Foundations
✔ How to determine the correct filing status
✔ How to identify and qualify dependents
✔ Understanding tax brackets and how taxes are calculated
Income & Deductions
✔ Earned vs unearned income
✔ Taxable vs non-taxable income
✔ Adjustments to income (above-the-line deductions)
✔ Standard vs itemized deductions
Credits & Refund Strategy
✔ How tax credits actually reduce liability
✔ Refundable vs non-refundable credits
✔ How refunds are calculated step-by-step
Form 1040 Mastery
✔ How to read and complete Form 1040
✔ Understanding Schedules 1, 2, and 3
✔ Exposure to Schedules A, B, C, and EIC
✔ How everything flows into the final return
Real-World Application
✔ Hands-on walkthrough of a real tax return
✔ Common mistakes beginners make (and how to avoid them)
✔ How to confidently prepare returns for real clients
Compliance & Confidence
✔ IRS rules and reporting requirements
✔ Avoiding errors and penalties
✔ Understanding ethical responsibilities as a tax preparer
Meet Your Instructor, Audrey Jackson, MBA
IRS-Approved CE Provider | Tax Educator
CEO, Tax IQ Academy & Tax IQ Software
11+ Years in Tax Preparation
Trained Tax Professionals Nationwide
Known for breaking down taxes in a way that actually makes sense
"This isn't theory—you'll learn how to actually prepare returns."
*Only 50 seats — once full, registration closes.
You’ll Also Receive
✔ 5 IRS CE Credits
✔ Certificate of Completion (printed onsite)
✔ Material Workbook, Pen and Lanyard
One tax return can cover your investment.
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What Past Students Are Saying
Do I need prior tax experience to attend?
No experience needed—we break everything down step-by-step so you can actually understand what you’re doing, not just follow along.
Is this training hands-on or just lecture-based?
This is a hands-on training. You will walk through real examples and actively follow along, not just listen. In addition, you’ll also receive a workbook to take notes and jot down key take aways to reinforce what you learn.
How long is the training?
The session runs from 9:00 AM to 3:00 PM (Registration is 8 AM to 9 AM) and is designed to be interactive and engaging throughout. We will have several 10-minute breaks throughout the session, as well as a 1-hour lunch break.
Will I receive a certificate?
Yes. You will receive a Certificate of Completion and 5 IRS CE Credits for attending. Tax IQ Academy reports CE credits to the IRS every Wednesday. Important: You must attend the entire 5 hours to be eligible for the CE credits, per IRS protocol.
What should I bring?
You may bring a laptop or notebook if you’d like to take notes. A workbook, pen, and materials will be provided to all attendees.
Can I transfer my ticket if I can’t attend?
Yes. You may transfer your ticket one time with advance written notice at least 48 hours prior to the event.
Is this worth it if I never completed a tax return before?
Absolutely. This training is specifically designed to take someone with little to no experience and give them a clear understanding of how tax returns work.
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