Launch Your Tax Preparation Business: From Zero to First Client
Learn how to legally set up, market, and run a profitable tax preparation business — even if you've never filed a tax return for someone else before.
What you'll learn
What you'll be able to do
- Obtain your IRS Preparer Tax Identification Number (PTIN) and understand when you need additional credentials like an Enrolled Agent designation
- Legally register your tax preparation business and choose the right entity structure (LLC, sole proprietor, etc.)
- Set up a compliant, professional home or office workspace with the right tax software and data-security protocols
- Price your services confidently using market research and a tiered service menu that maximizes revenue per client
- Attract your first paying clients using low-cost local marketing, referrals, and a professional online presence
- Prepare accurate federal and state individual (1040) and basic small business returns with confidence
- Build systems for client intake, document collection, and deadline tracking that scale as your client list grows
- Create a year-round revenue strategy so your income isn't limited to the January–April filing season
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 · 20 lessons
The Tax Preparation Industry — Your Big Picture
Understand the landscape of the tax preparation industry, who your potential clients are, and how to position yourself for success before you spend a single dollar.
- 1.1How the Tax Preparation Industry Actually WorksIncluded
- 1.2Credentials, Licenses, and Legal RequirementsIncluded
- 1.3Choosing Your Business ModelComing soon
Setting Up Your Business the Right Way
Handle all the foundational legal, financial, and technical setup so your business is professional, compliant, and protected from day one.
- 2.1Legal Structure and Business RegistrationComing soon
- 2.2Tax Software Selection and SetupComing soon
- 2.3Data Security, Privacy, and IRS ComplianceComing soon
- 2.4Professional Insurance and Risk ManagementComing soon
Tax Preparation Fundamentals
Build or sharpen your core technical skills — preparing accurate, complete returns for the individual and small business clients you'll serve in year one.
- 3.1Mastering the Individual 1040 ReturnComing soon
- 3.2Self-Employed and Gig Worker Returns (Schedule C)Coming soon
- 3.3Rental Property and Investment IncomeComing soon
Pricing, Packages, and Getting Paid
Stop guessing what to charge. Build a confident, defensible pricing structure that reflects the value you provide and the market you're in.
- 4.1Market Research and Competitive PricingComing soon
- 4.2Building a Tiered Service MenuComing soon
- 4.3Invoicing, Payments, and No-Pay ProtectionComing soon
Getting Clients — Marketing That Actually Works
Fill your client roster using practical, low-cost strategies designed for a local service business — no big ad budget required.
- 5.1Your Professional Online PresenceComing soon
- 5.2Referral Marketing and Strategic PartnershipsComing soon
- 5.3Local Community MarketingComing soon
- 5.4Converting Inquiries Into Booked ClientsComing soon
Running Your Business Year-Round
Build the client management systems, off-season revenue streams, and professional growth habits that separate a thriving practice from a seasonal side gig.
- 6.1Client Intake and Document ManagementComing soon
- 6.2Deadline Tracking and Workflow ManagementComing soon
- 6.3Building Year-Round RevenueComing soon
Questions
Frequently asked
Your teacher
A note from your teacher
C Murray
Hi, I'm Courtney Murray, and I've spent the last 14 years helping individuals and small business owners navigate tax season — first as an employee at a regional firm, and then as the owner of my own tax preparation practice. In my first year on my own, I signed 47 clients. By year three, I had a waiting list. What made the difference wasn't just knowing tax law — it was knowing how to run a business. I built this course because I couldn't find one that taught both. Everything here is drawn from real decisions I faced, real mistakes I made, and real systems that now run my practice almost on autopilot during the off-season. I'm excited to help you skip the guesswork and build something you're genuinely proud of.
— C Murray
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- 6 modules, 20 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
18 more lessons coming soon at no extra cost.