$1,999.00 USD

+ $1,495

This specialized training covers:

- Navigating industry-leading tax software with ease

- Streamlining your workflow to save time

- Improving client service through advanced software skills

- Practical tips and best practices for software-driven tax preparation

 

Solo To Squad: Tax Edition Ⅱ

What is Solo To Squad: TAX EDITION Ⅱ?

 

 

What is Solo To Squad: TAX EDITION Ⅱ?

Solo To Squad: Tax Edition Ⅱ is an 8-week, LIVE weekly comprehensive training program designed to help entrepreneurs build, launch, and grow a profitable tax preparation business.

This hands-on program goes beyond just tax prep — it equips you with the business strategies, marketing techniques, compliance training, and client management systems needed to thrive in the tax industry.

By the end of the program, participants will have:

  • A legally structured tax business
  • IRS authorization and required registrations (EFIN, PTIN)
  • Knowledge of tax software, bank products, and CRMs
  • Skills to manage clients, hire staff, and outsource tasks
  • Comprehensive training in individual tax preparation (Form 1040, Schedule C, credits & deductions, etc.)
  • A roadmap for ongoing business growth, bookkeeping, and continuing education

The goal: To turn solo entrepreneurs into tax business leaders with the confidence, resources, and systems to succeed year after year.

This solid 8-week curriculum outline for Solo to Squad: Tax Edition (or any tax prep business training). Each week builds logically from business foundation → compliance → operations → technical training → continuing education.

We will meet every Thursday and Sunday 1pm to 3pm CST on zoom.

 

📅 8-Week Tax Business Training Program

 

Week 1: Foundation and Setup

  • Business Entity Structure Assistance – Guidance on choosing the right legal structure for your business.

  • Business Name Do’s and Don’ts – Tips for selecting a memorable and compliant business name.

Week 2: Understanding Service Bureaus

  • What is a Service Bureau? – The role and functions of a service bureau in tax preparation.

  • Do You Need a Service Bureau? – Evaluate if a service bureau is the right fit for your business.

Week 3: Becoming IRS Authorized

  • Becoming an IRS Authorized E-File Agent – Step-by-step process to become an e-file provider.

  • IRS EFIN Registration – How to apply for and obtain your Electronic Filing Identification Number.

Week 4: Essential Registrations and Software

  • PTIN Registration – How to register for a Preparer Tax Identification Number.

  • Choosing Your Tax Software – Recommendations and criteria for selecting the best software.

Week 5: Financial Operations & Client Management

  • Bank Products 101 – Learn financial products to help with tax prep fee collection.

  • Billing & Payments – Strategies for efficient billing and payment processes.

  • Client Management (CRM) – Tools to manage and maintain client relationships.

Week 6: Team & Business Growth

  • Hiring & Staff Management – Best practices for building and managing your team.

  • Task Outsourcing (Virtual Help) – Leveraging virtual assistants for efficiency.

  • Marketing & Business Development Assistance – Proven strategies to grow your tax business.

Week 7: Tax Preparation Training

  • Individual Tax Preparation – Comprehensive training covering:

    • Filing Status

    • Dependents & Filing Requirements

    • Standard vs. Itemized Deductions

    • Schedule EIC (Earned Income Tax Credit)

    • Taxable & Non-Taxable Income

    • Form 1040 & Schedule C

    • CTC Forms (Child Tax Credit)

  • Circular 230 Ethical Standards – Maintaining compliance and ethical practices.

Week 8: Advanced Skills & Continuing Education

  • Basic Bookkeeping Training (QuickBooks) – Intro to bookkeeping for tax professionals.

  • How to Stay Updated with Tax Laws – Importance of continuing education and compliance.

  • Continuing Education Resource Guide – Ongoing resources for professional development.

 

Special Training Upgrade: Tax Software Mastery

Enhance your Solo To Squad: Tax Edition Ⅱ experience by adding exclusive Tax Software Training.

📌 Learn how to confidently navigate professional tax software, streamline your workflow, and serve clients more efficiently.

Upgrade Today:

  • Program Investment: $1,999

  • Add-On: +$1,495 for Tax Software Training

👉 Total with Software Training: $3,494




What People Are Saying:

"The Owner Patrice is Amazing, professional, Honest, and Certified. She offers great Services. She takes the time to Educate you with the information that you will need, based on what you want to accomplish. Patrice has motivated me to make long term decisions for my Product/ Service. I can’t wait to set up my next appointment with her to put some plans in action for this New Year. “Turn my Hustle into a License Business “Highly recommended!!TIME AND MONEY WELL SPENT

Tasha Core Sanders

"I had the best experience with Patrice. She’s incredibly knowledgeable, professional, and efficient in handling my tax return throughout the years I’ve filed with her. Her attention to detail and excellent communication skills made the entire process smooth and stress-free. I highly recommend her services to anyone in need of a reliable tax preparer! She’s top tier!"

Zenobia Harris

"I never write reviews but when you work with a tax professional such as Patrice you have to respect and appreciate the way she handles business! She goes above and beyond for her clients, late nights and early mornings! Been working with Patrice as my Tax Professional for the last 4 years and she is so much more than just taxes! I look forward to my annual tax preparation and not to get taxes done but because she educates and advises you on how to elevate your life financially! She gives you the real and she does it with love! Thank you, Patrice and team for all you do!"

Tavara Morris-Porter

"Patrice Stewart at TaxCred Academy provided an amazing experience. She’s an effective communicator and very transparent. She understands IRS guidelines and educate her clients as well. TaxCred offers a user friendly portal for uploads and it makes the client experience phenomenal"

Kelly Clemons

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