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Courses

 Courses offered through the academy focus on critical areas such as due diligence, preparer responsibilities, compliance procedures, and technical tax topics relevant to modern tax practice.

Find out more

Current Courses

Due Diligence in Tax Preparation: Protecting Clients and Your Practice

This course provides tax professionals with instruction on IRS due diligence requirements, documentation standards, and compliance strategies to reduce preparer penalty exposure.

Upcoming Courses

Understanding Preparer Penalties and How to Avoid Them

Schedule C Compliance: Best Practices for Self-Employed Clients

Circular 230 Ethics and Professional Responsibilities

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