📍 Orlando, FL • Live • In-Person Training

Tax IQ Academy Tax Jam Session

If this sounds like you…

You’ve been thinking about becoming a tax preparer but don’t know where to start

You feel confused looking at tax forms

You rely too much on software without understanding what it’s actually doing

You want to make money preparing taxes but lack confidence

This training was created specifically for you!

TRY IT RISK FREE

This isn’t just a class — 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

  • 11+ Years in Tax Preparation

  • Trained 500+ Tax Professionals

  • Known for breaking down taxes in a way that actually makes sense

IRS-Approved CE Provider | Tax Educator

This isn't theory—you'll learn how to actually prepare returns.

One tax return can cover your investment.

You’ll Also Receive

✔ 5 IRS CE Credits

✔ Certificate of Completion (printed onsite)

✔ Material Workbook, Pen and lanyard

TESTIMONIALS

What Past Students Are Saying

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