Foundation Tax Training

Ready to learn what it takes to get started in the tax industry?

Our Foundation Tax Training is a live virtual training designed for aspiring tax professionals, entrepreneurs, and anyone interested in learning the fundamentals of tax preparation and building a tax business.

Whether you're looking to start a new career, add a seasonal service to your business, or simply explore the industry, this training provides a practical introduction to the tools, systems, and strategies used by experienced tax professionals.

During this training, you'll learn:

✔️ Tax preparation fundamentals

✔️ Tax software walkthrough

✔️ How to prepare a basic tax return

✔️ Business setup & industry credentials

✔️ Marketing & branding strategies

✔️ Pricing your services

✔️ Client management & retention

✔️ Recommended systems & automation tools

✔️ How credit services can complement a tax business

✔️ Live Q&A

Perfect For:

• Beginners with no prior tax experience

• Entrepreneurs looking to expand their service offerings

• Individuals seeking a new income opportunity

• Anyone interested in learning more about the tax industry

What's Included

• Live Virtual Training

• Downloadable Resources

• Interactive Q&A Session

• Training Replay (if applicable)