Training & certification
Practical training for real-world tax and accounting skills.
Six focused modules taught by working professionals, with hands-on software practice and real client scenarios — built for tax preparers, business owners, and anyone growing a career in tax and accounting.
Six modules, one practical program
MODULE 01
Gain confidence preparing Form 1040 returns, including deductions, credits, client documents, filing procedures, and tax situations through practice.
MODULE 02
Build practical experience with business returns, entity types, financial records, tax calculations, deadlines, and essential filing requirements.
MODULE 03
Master Drake client setup, data entry, diagnostics, review, e-filing, and return preparation through realistic hands-on exercises.
MODULE 04
Build practical QuickBooks skills in transaction entry, reconciliations, income tracking, expense management, and accurate financial reporting.
MODULE 05
Use artificial intelligence to improve tax research, client communication, workflow efficiency, content creation, and practice management.
MODULE 06
Build strong knowledge of federal taxation, representation, ethics, and IRS procedures through structured lessons and focused practice questions.
STEP 1
Use the secure upload to send your name, contact details, the course you want and any documents we should see.
STEP 2
We review your background, confirm the right course level, and reply with your start date and schedule.
STEP 3
You receive your materials, software access and instructor details before your first session.