Becoming A Tax Professional 1-1

Becoming a Tax Professional – 1 on 1 is a personalized, one-on-one coaching session designed for individuals who want to enter the tax preparation industry or sharpen their professional skills.

This private session is tailored to your level, your goals, and your questions. Whether you’re brand new or already preparing returns, this session provides direct guidance without fluff.

What You’ll Learn:

• How to get started as a tax professional

• PTIN, compliance, and IRS expectations

• Understanding basic tax forms and credits

• Software overview and workflow

• Client intake, documentation, and ethics

• How to avoid common beginner mistakes

• Business structure & next steps (optional)

What’s Included:

✔️ Live 1-on-1 virtual session

✔️ Personalized guidance (not pre-recorded)

✔️ Q&A time focused on your situation

✔️ Follow-up resource recommendations

⏱ Session Length: 60 minutes

💻 Format: Virtual (Zoom / FaceTime / Google Meet)

📅 Scheduling: After purchase

This is education & coaching only. No guarantees of income are made.