Get Paid to Do Taxes and Books — No Degree Required
Tax & Books Pro walks you step by step through getting legally credentialed, mastering real tax returns and bookkeeping software, and landing your first paying clients — so you can build a legitimate, flexible practice from scratch.
"You don't need a finance degree to build a legitimate, profitable tax and bookkeeping practice — you need the right knowledge, the right tools, and someone to walk you through both without the jargon."
— Muriel Evans
What you'll learn
What you'll be able to do
- Obtain your PTIN and understand IRS registration requirements to legally prepare federal tax returns for pay
- Accurately prepare common individual tax returns (1040, W-2, Schedule C) using professional tax software
- Set up a clean bookkeeping system in QuickBooks or Wave for small business clients
- Reconcile accounts, categorize transactions, and produce profit & loss statements clients can actually use
- Price your services, create service packages, and land your first paying tax or bookkeeping client
- Build a compliant, home-based or virtual tax and bookkeeping practice with proper engagement letters and data-security habits
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 · 28 lessons
Getting Legal & Credentialed
Covers everything needed to operate as a legitimate, IRS-registered tax preparer before serving a single client.
- 1.1How the Tax Preparation Industry WorksIncluded
- 1.2Obtaining Your PTINIncluded
- 1.3IRS Registration, EFIN & E-Filing BasicsIncluded
- 1.4Credentials, CE & the Annual Filing Season ProgramIncluded
- 1.5Business Structure & LicensesIncluded
Individual Tax Return Fundamentals
Builds the core skills to accurately prepare the most common federal tax returns clients bring through the door.
- 2.1The U.S. Tax System & How the 1040 Is OrganizedIncluded
- 2.2W-2 Employees: Wages, Withholding & CreditsIncluded
- 2.3Self-Employment Income & Schedule CIncluded
- 2.4Deductions: Standard vs. ItemizedIncluded
- 2.5Common Credits, Adjustments & Red-Flag SituationsIncluded
Professional Tax Software & Workflow
Teaches hands-on use of professional tax software and the client-intake process that keeps every return accurate and on time.
- 3.1Choosing & Setting Up Your Tax SoftwareIncluded
- 3.2Entering Client Data & Navigating the InterviewIncluded
- 3.3Reviewing, Error-Checking & E-Filing a ReturnIncluded
- 3.4Client Intake, Organizers & Document ChecklistsIncluded
Bookkeeping Fundamentals
Establishes the accounting concepts and transaction-recording skills every bookkeeping client engagement requires.
- 4.1Accounting Basics: Debits, Credits & the Chart of AccountsIncluded
- 4.2Recording Income & ExpensesIncluded
- 4.3Bank Reconciliation Step by StepIncluded
- 4.4Reading & Producing the Profit & Loss StatementIncluded
- 4.5The Balance Sheet & Basic Financial Health ChecksIncluded
QuickBooks & Wave in Practice
Gives hands-on, software-specific training so you can set up and maintain clean books inside the tools small business clients actually use.
- 5.1Setting Up a New Client Company FileIncluded
- 5.2Categorizing Transactions & Using Bank RulesIncluded
- 5.3Invoicing, Bills & Accounts Payable WorkflowIncluded
- 5.4Running Month-End Reports & Delivering Clean FinancialsIncluded
Launching & Growing Your Practice
Covers pricing, marketing, compliance, and security so you open your doors with paying clients and professional systems on day one.
- 6.1Pricing Your Services & Building PackagesIncluded
- 6.2Landing Your First ClientsIncluded
- 6.3Engagement Letters, Consent Forms & IRS ComplianceIncluded
- 6.4Data Security & Client Privacy Best PracticesIncluded
- 6.5Running a Home-Based or Virtual Practice Year-RoundIncluded
Who it's for
Is this you?
The Aspiring Side-Hustler
She wants a skill-based income stream she can run evenings and weekends — and tax prep pays well without requiring a full career pivot.
The Career Changer
He's done with his current field and wants a practical, in-demand profession he can launch without going back to school for years.
The Returning-to-Work Professional
She's re-entering the workforce and wants a flexible, home-based business she can build on her own schedule.
The Self-Employed Freelancer
He already does his own taxes and books, and realizes he can easily get paid to do the same for others in his network.
The Immigrant Entrepreneur
She's building a business in her community and sees an immediate need for affordable, trusted tax and bookkeeping help for small business owners like herself.
The Small Business Owner
He's tired of paying for bookkeeping he doesn't understand — this school helps him take control of his own numbers and potentially serve others.
Questions
Frequently asked
Your teacher
A note from your teacher
Muriel Evans
If you've ever looked at your own tax return and thought, "Someone gets paid to do this — why isn't it me?" — you're in exactly the right place.
I created Tax & Books Pro because I kept seeing the same thing: smart, motivated people who were perfectly capable of building a real income around tax prep and bookkeeping, but had no idea where to start. The industry can seem intimidating from the outside — full of acronyms, IRS regulations, and software that looks like it was designed to confuse you. But I promise you, once someone walks you through it in plain English using real client examples, it clicks faster than you'd ever expect.
Here's what I want you to understand: you do not need a CPA license or a finance degree to legally prepare tax returns for pay or to serve small business bookkeeping clients. What you do need is the right credential (we start there, with your PTIN), the right knowledge (actual 1040s, Schedule C, QuickBooks, reconciliations — the real stuff), and a practice set up to protect you and your clients. That's the entire focus of this school.
What I've built here isn't a survey course that leaves you googling the details. Every section is designed to get you to a specific outcome — by the end of the tax modules, you can accurately prepare a real return; by the end of the bookkeeping modules, you can sit down with a new client's accounts and know what to do; by the end of the business modules, you have your pricing, your packages, your engagement letters, and a plan to find clients. No fluff, no filler.
I also know that most people coming to this school are juggling a lot — a day job, a family, a side hustle they're trying to grow. So everything here is built to be practical and immediately useful. You'll be able to apply what you learn the same week you learn it.
This is a real profession with real demand, real year-round income potential, and a genuinely low barrier to entry if you have the right guide. I'd love to be that guide for you. Let's build something together.
— Muriel Evans
Start your journey today
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$59 · 30 days access
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- 6 modules, 28 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
- 30 days of full access