Learn from the best!

Master the fundamentals. Build the confidence to prepare tax returns the right way.

Whether you’re starting a new career or looking to strengthen your foundation, the Comprehensive Tax Course is designed to take you from beginner to confident tax professional. 

Learn the tax laws, forms, credits, deductions, filing requirements, and IRS procedures that every preparer must understand while developing the skills needed to prepare accurate, compliant tax returns.

This isn’t just about learning how to enter numbers into software—it’s about understanding why the numbers belong where they do.

Perfect for new tax professionals, career changers, and anyone serious about building a successful tax preparation business.

Go beyond basic tax preparation and become the tax professional clients trust with their most challenging tax situations.

The Advanced Tax Course is designed for preparers who are ready to move beyond simple tax returns and expand their expertise. Explore advanced tax topics, complex filing situations, IRS procedures, tax planning strategies, and specialized areas of taxation that separate experienced professionals from ordinary preparers.

Increase your confidence, expand your services, and position yourself as the tax expert clients rely on year after year.

Because the highest-earning tax professionals know far more than how to prepare a basic Form 1040.

One mistake can cost hundreds—or even thousands—of dollars in IRS penalties. Learn how to protect yourself before it happens.

Due diligence is more than completing Form 8867. It’s about asking the right questions, maintaining proper documentation, recognizing inconsistencies, and following IRS requirements that protect both your clients and your business.

This course provides practical, real-world guidance designed to help tax professionals strengthen their interview procedures, improve documentation practices, reduce compliance risks, and confidently meet IRS expectations.

Protect your PTIN. Protect your reputation. Protect your tax practice.

Stop guessing. Start mastering one of the IRS’s most important compliance forms.

Improperly completing Form 8867 can expose tax preparers to significant penalties. This comprehensive course provides an in-depth look at each section of the form, explains IRS due diligence requirements, and demonstrates how to properly document eligibility for refundable tax credits.

Through practical examples and real-world scenarios, you’ll gain the confidence to accurately complete Form 8867 while strengthening your compliance procedures and reducing your exposure to preparer penalties.

When it comes to due diligence, preparation isn’t enough—documentation is everything.

The PATH Act changed the tax industry and every tax professional should understand why.

Go beyond simply knowing the law and discover how the Protecting Americans from Tax Hikes (PATH) Act impacts your daily tax practice. Learn how due diligence requirements affect refundable tax credits, understand the responsibilities placed on tax preparers, and gain practical strategies for maintaining IRS compliance while protecting both your clients and your business.

Whether you’re a new preparer or an experienced professional, this course will help you strengthen your understanding of one of the most important pieces of legislation affecting today’s tax industry.

Master the law. Strengthen your compliance. Protect your practice.

Who Should Enroll?
Tax Preparers, EROs, Tax Office Owners, Continuing Education Students, and tax professionals who prepare returns involving refundable tax credits.

Head of Household is one of the most misunderstood—and most frequently challenged—filing statuses in tax preparation. Getting it wrong can lead to costly errors, IRS scrutiny, and unnecessary compliance risks.

This course provides an in-depth look at the rules governing Head of Household filing status, including qualifying persons, residency requirements, the cost of maintaining a home, and the documentation tax professionals should obtain to support eligibility. Through practical examples and real-world scenarios, you’ll learn how to confidently evaluate each taxpayer’s situation, ask the right questions during the interview process, and apply the law correctly.

Whether you’re preparing your first Head of Household return or looking to strengthen your compliance procedures, this course will help you make informed filing status determinations while reducing risk to both your clients and your tax practice.

Prepare with confidence. Apply the rules correctly. Protect your practice.

Who Should Enroll?

Tax Preparers, Electronic Return Originators (EROs), Tax Office Owners, Continuing Education Students, and tax professionals who want to strengthen their understanding of Head of Household filing status and IRS compliance requirements.

Innocent Spouse vs. Injured Spouse: Understanding the Difference

Two IRS provisions. Two very different purposes. Understanding the difference can make all the difference for your clients.

Innocent Spouse Relief and Injured Spouse Allocation are among the most commonly confused areas of tax preparation, yet each serves a distinct purpose under the Internal Revenue Code. This course provides a clear understanding of the eligibility requirements, filing procedures, applicable IRS forms, and circumstances in which each type of relief should be requested. Through practical examples and real-world scenarios, you’ll learn how to accurately determine which option applies and confidently guide your clients through the process.

Whether you’re assisting married taxpayers with joint filing issues or expanding your knowledge of specialized tax situations, this course will help you navigate these complex provisions with greater confidence and accuracy.

Know the difference. Apply the right solution. Better serve your clients.

Who Should Enroll?

Tax Preparers, Electronic Return Originators (EROs), Tax Office Owners, Continuing Education Students, and tax professionals who want to confidently assist clients with complex joint filing and tax liability situations.

Real estate transactions involve more than buying and selling property—they require specialized tax knowledge that can significantly impact your clients’ financial outcomes.

Whether you’re preparing returns for homeowners, landlords, or real estate investors, this course explores the tax principles that govern property ownership, rental income, deductible expenses, basis calculations, depreciation, capital gains, and other essential real estate tax concepts. Learn how to recognize planning opportunities, avoid common compliance mistakes, and confidently prepare returns involving real estate transactions.

Expand your expertise and position yourself as the tax professional clients trust when real estate becomes part of the conversation.

Master the rules. Maximize opportunities. Deliver greater value.

Who Should Enroll?

Tax Preparers, Electronic Return Originators (EROs), Tax Office Owners, Continuing Education Students, and tax professionals who prepare returns involving rental property, investment property, or real estate transactions.

Depreciation is one of the most valuable tax benefits available—but only when it’s calculated correctly.

Understanding depreciation requires more than selecting numbers in tax software. This course provides a practical understanding of depreciation methods, recovery periods, property classifications, and the IRS rules governing depreciable assets. Through real-world examples, you’ll learn how to properly calculate depreciation, maximize allowable deductions, and avoid common errors that can affect the accuracy of a tax return.

Whether you’re preparing business or investment returns, this course will strengthen your confidence in one of the most important—and often misunderstood—areas of taxation.

Understand the rules. Maximize deductions. Prepare with confidence.

Who Should Enroll?

Tax Preparers, Electronic Return Originators (EROs), Tax Office Owners, Continuing Education Students, and tax professionals who prepare business, rental, or investment-related tax returns.

Clergy taxation follows a unique set of IRS rules that many tax professionals never fully understand—but mastering them can set you apart from the competition.

Ministers and members of the clergy face tax situations unlike those of most taxpayers. This course explores the specialized rules governing housing allowances, self-employment tax, dual tax status, accountable reimbursement plans, and other important clergy tax issues. Gain the knowledge and confidence needed to properly prepare returns for ministers while avoiding common mistakes associated with this highly specialized area of taxation.

Develop the expertise to serve a unique client base with confidence, professionalism, and accuracy.

Specialized knowledge. Greater confidence. Exceptional client service.

Who Should Enroll?

Tax Preparers, Electronic Return Originators (EROs), Tax Office Owners, Continuing Education Students, and tax professionals who prepare tax returns for ministers, churches, and religious organizations.

Circular 230 in the Real World

Ethics isn’t just a requirement—it’s the foundation of a successful tax practice.

Circular 230 establishes the professional standards expected of tax professionals representing taxpayers before the IRS. This course brings those standards to life by explaining how they apply in everyday tax practice. You’ll gain a practical understanding of ethical responsibilities, due diligence, professional conduct, conflicts of interest, and the expectations the IRS places on tax professionals.

Whether you’re preparing returns, advising clients, or representing taxpayers before the IRS, understanding Circular 230 is essential to protecting your reputation and building a practice founded on integrity and compliance.

Professionalism. Compliance. Accountability. That’s what separates exceptional tax professionals from the rest.

Who Should Enroll?

Tax Preparers, Enrolled Agents, EROs, Tax Office Owners, Continuing Education Students, and any tax professional seeking to strengthen their understanding of IRS ethics and professional responsibilities.

This isn’t another basic tax webinar. It’s a compliance-focused training designed for tax professionals who want to strengthen their knowledge, protect their practice, and stay ahead of IRS expectations. Join Monica Brewer for a practical discussion on IRS red flags, due diligence, and proven compliance strategies that can help you prepare returns with greater confidence.