Advanced Tax Pro
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Turn Your Tax Certificate Into a Tax CareerIncludes Tax Business School.

Master every major 1099 form, advanced schedules, and the real-world workflows professional preparers use — then build the business to put it all to work.

27 lessonsAI-adaptiveCancel anytimeLearn anywhere
Advanced Tax Pro

There are three people you don't lie to: DOCTOR, LAWYER, TAX PREPARER.Rudolph McKnight

What you'll learn

What you'll be able to do

  • Accurately prepare and file all major 1099 forms, including 1099-NEC, 1099-MISC, 1099-K, 1099-R, and 1099-DIV
  • Navigate complex tax situations such as self-employment income, rental properties, and investment gains with confidence
  • Apply IRS rules for deductions, credits, and depreciation at an advanced level to maximize client outcomes
  • Identify red flags, audit risks, and compliance requirements to protect yourself and your future clients
  • Build a complete client intake and tax preparation workflow ready for a professional tax office setting
  • Lay the legal, financial, and operational groundwork needed to open and register your own tax preparation business

How it works

A school that adapts to you

This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.

We learn your level

A quick placement check tailors your starting point so you're never bored or lost.

Lessons adapt as you go

Each lesson is written for your pace and your goal, adjusting as your skills grow.

Your AI coach keeps you moving

Checkpoints, feedback, and gentle nudges turn progress into a real result.

The curriculum

What's inside your school

6 modules · 27 lessons

1

Advanced Income: 1099s & Beyond

Master every major 1099 variant and learn how to accurately report complex income types for clients.

  • 1.1NEC: Reporting Non-Employee CompensationIncluded
  • 1.2MISC: Rents, Prizes, and Other PaymentsIncluded
  • 1.3K: Payment Card and Third-Party Network IncomeIncluded
  • 1.4R: Retirement Distributions and RolloversIncluded
  • 1.5DIV & 1099-INT: Investment IncomeIncluded
2

Self-Employment & Schedule C Mastery

Dive deep into self-employment taxation, from profit calculation to SE tax and home office rules.

  • 2.1Building Schedule C: Income and Cost of Goods SoldIncluded
  • 2.2Deducting Business Expenses the Right WayIncluded
  • 2.3Home Office and Vehicle DeductionsIncluded
  • 2.4Self-Employment Tax and the QBI DeductionIncluded
3

Rental Properties, Investments & Capital Gains

Handle Schedule E rental income, depreciation, and investment dispositions that trip up intermediate preparers.

  • 3.1Schedule E: Rental Income and ExpensesIncluded
  • 3.2Depreciation Deep Dive: MACRS, Section 179, and BonusIncluded
  • 3.3Capital Gains and Losses: Schedule D & Form 8949Included
  • 3.4Passive Activity Losses and At-Risk RulesIncluded
4

Advanced Credits, Deductions & Audit Defense

Master high-value tax credits, itemized deductions, and the compliance skills that protect clients from IRS scrutiny.

  • 4.1Itemized Deductions: Schedule A at the Advanced LevelIncluded
  • 4.2High-Value Credits: Child Tax Credit, EITC, and Education CreditsIncluded
  • 4.3Estimated Taxes and Underpayment PenaltiesIncluded
  • 4.4Red Flags, Audit Triggers, and IRS CorrespondenceIncluded
5

Professional Tax Workflow & Client Management

Build a repeatable, compliant, and client-ready tax preparation process fit for a professional tax office.

  • 5.1Client Intake: Interviews, Organizers, and Engagement LettersIncluded
  • 5.2Due Diligence Requirements for Paid PreparersIncluded
  • 5.3Quality Review: Catching Errors Before You FileIncluded
  • 5.4E-Filing, Signatures, and Record RetentionIncluded
  • 5.5Handling Amendments and Prior-Year ReturnsIncluded
6

Launch Your Tax Business

Lay the legal, financial, and operational foundation needed to open, register, and grow your own tax preparation business.

  • 6.1Choosing Your Business Structure: LLC, S-Corp, and Sole PropIncluded
  • 6.2Licensing, PTIN, EFIN, and State RequirementsIncluded
  • 6.3Setting Fees, Pricing Models, and Service PackagesIncluded
  • 6.4Setting Up Your Office: Software, Security, and Data PrivacyIncluded
  • 6.5Marketing Your Tax Business and Building a Client BaseIncluded

Who it's for

Is this you?

File It Yourself Graduates

You've earned your beginner certificate and are hungry for the advanced skills that turn a credential into a paying practice.

Aspiring Tax Business Owners

You're not just looking for a side gig — you want to open a legitimate, client-serving tax preparation business and need the full roadmap to get there.

Freelancers & Gig Economy Workers

You're already deep in the 1099 world yourself and want to turn that hard-won firsthand experience into professional expertise you can sell.

Career Changers Entering Finance

You're pivoting into a stable, in-demand field and want a structured, professional-grade path into paid tax preparation — not just a YouTube rabbit hole.

Bookkeepers Expanding Their Services

You already handle your clients' books and want to add tax preparation to your service menu with the credentials and confidence to back it up.

Side-Income Tax Preparers

You've been informally helping friends and family with their taxes for years and are ready to make it official, profitable, and legally protected.

Questions

Frequently asked

Your teacher

A note from your teacher

Rudolph McKnight

Rudolph McKnight

If you're reading this, you've already done something most people never do — you learned how taxes actually work, from the inside, and you proved it by earning your certificate. That's not a small thing. But I also know that feeling of sitting with your beginner credential and thinking: okay, what's next? You know enough to be dangerous, but not quite enough to sit across from a paying client with full confidence. That gap is exactly what this school is built to close.

I designed Advanced Tax Pro for preparers who are done dabbling. The people in this school aren't here to understand taxes better for their own returns — they're here to build something. A practice. An income stream. Maybe a full-fledged tax office with their name on the door. That ambition deserves a curriculum that meets it head-on, and that's what you'll find here.

We go deep on the forms and situations that define professional tax work: the full 1099 landscape (and believe me, clients will test every corner of it), Schedule C for the self-employed clients who will make up a huge portion of your book, Schedule E for the landlords and investors, and the advanced credit and deduction work that genuinely moves the needle on a client's refund. I teach all of it the way I'd explain it to a colleague in the office — plain English, grounded in the actual IRS rules, with real scenarios that make the logic click. No jargon for jargon's sake. No hand-waving over the complicated parts.

But technical skill alone doesn't make a professional tax practice. So we also build your workflow from the ground up: how to onboard a client correctly, how to conduct a proper intake interview, how to catch your own errors before you file, how to handle amendments and prior-year returns without breaking a sweat, and how to document everything so you're protected. Due diligence isn't paperwork — it's your professional armor. I'll make sure yours is solid.

And then we do the thing most tax courses skip entirely: we open the business. Legal structure, licensing, PTIN, EFIN, pricing, software, data security, and marketing. I walk you through each piece so that by the time you finish this school, you're not waiting for permission to start — you have a real blueprint in hand.

If you're ready to move from certificate-holder to paid professional, this is your next step. Come in prepared to be pushed, and leave ready to build something real. I'll see you inside.

Rudolph McKnight

Start your journey today

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  • 6 modules, 27 lessons
  • AI-adaptive lessons tuned to your level
  • Quizzes & checkpoints to lock in progress
  • Your own AI learning coach
  • Learn on any device, at your pace
  • Full access for as long as you're subscribed