Professional Tax Preparer Course – Learn Form 1040, Tax Credits & IRS Rules

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About Course

Are you ready to start a career as a professional tax preparer? This step-by-step course teaches you everything you need to know — from getting your PTIN to preparing real tax returns, understanding IRS rules, handling tax credits, and building your own tax preparation business.

By the end of this course, you will know:

  • How to register with the IRS as a paid tax preparer
  • How to prepare Form 1040 from start to finish
  • How to correctly apply tax credits such as EITC, CTC, and AOTC
  • How to follow IRS due diligence rules and avoid penalties
  • How to open and grow your own tax preparation business

No prior tax experience required. This course is designed for beginners who want to enter one of the most in-demand financial services careers in the United States.

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What Will You Learn?

  • Understand the fundamentals of federal tax preparation
  • Learn how to register as an IRS paid tax preparer (PTIN & EFIN)
  • Prepare Form 1040 step-by-step from start to finish
  • Learn how to read and understand W-2s, 1099s, and tax documents
  • Understand filing statuses, dependents, and IRS tax rules
  • Learn how to claim tax credits like EITC, CTC, and AOTC
  • Master Schedule C for self-employed and gig workers
  • Learn IRS due diligence rules and how to avoid penalties
  • Understand tax deductions, adjustments, and refunds
  • Learn how to interview clients and collect required documents
  • Gain confidence using real-world tax preparation scenarios
  • Learn how to start and grow your own tax preparation business

Course Content

Getting Started as a Tax Preparer

  • Introduction to Tax Preparation
  • IRS Requirements for Tax Preparers (PTIN & EFIN)
  • Creating Your IRS Online Account & IP PIN
  • Getting Started as a Tax Preparer Quiz

Client Intake & Essential Documents

Mastering Form 1040

IRS Rules, Due Diligence & Penalties

Income Types & Tax Credits

Building Your Tax Business

Full Masterclass

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