FOR EVERY PERSON YOU REFER FOR TAX PREPARATION GET $75.00 ONCE IRS ACCEPTS RETURN!!!!
Welcome to CLASS ACT TAX PREPARATION Tax Academy
– Where ambition meets opportunity! Our academy is designed to equip aspiring tax professionals with the knowledge, confidence, and tools to succeed in one of the fastest-growing industries. Whether you’re looking to launch a new career, add a profitable skill to your toolkit, or become your own boss during tax season, Class Act Tax Academy provides hands-on training, real-world scenarios, and insider strategies that set you apart from the competition.
Here, you don’t just learn tax preparation—you master it, step by step, with expert guidance and proven systems. Join us and transform your skills into income, independence, and a rewarding future.
WHAT YOU WILL LEARN
Orientation, PTIN & E-File Setup
Understanding U.S. Taxation & The Tax Pro Role
Understanding U.S. Taxation & The Tax Pro Role
- Program orientation & tools
- Register PTIN, E‑Services basics
- Ethics overview (Circular 230)
Understanding U.S. Taxation & The Tax Pro Role
Understanding U.S. Taxation & The Tax Pro Role
Understanding U.S. Taxation & The Tax Pro Role
- 1040 structure & key schedules
- Due diligence & intake workflow
- Filing status & dependents
Income Forms & Reporting
Understanding U.S. Taxation & The Tax Pro Role
Schedule C & Reconstruction
- W‑2, 1099‑NEC/INT/DIV
- Adjustments vs. credits vs. deductions
- Common errors that trigger notices
Schedule C & Reconstruction
Credits, EIC & Child‑Related Benefits
Schedule C & Reconstruction
- Business income/expenses
- Mileage, home office, depreciation
- Reconstructing books without receipts
Credits, EIC & Child‑Related Benefits
Credits, EIC & Child‑Related Benefits
Credits, EIC & Child‑Related Benefits
- EIC due‑diligence process
- CTC/ACTC & education credits
- State considerations (where applicable)
WISP, Security & E‑Filing
Credits, EIC & Child‑Related Benefits
Credits, EIC & Child‑Related Benefits
- Written Information Security Plan (WISP)
- IRS Pub 4557 & FTC Safeguards
- E‑file submissions & handling rejections
Up Coming Cohert
Limited seats to keep support personalized. Payment Plans Available.
START DATE: October 15, 2025, 8:00 pm CST
DURATION: 6 weeks, self paced + live Q & A
Certificate: Class Act Tax Academy certificate of completion
CHOOSE YOUR PLAN
The Basic Package $199
THE ESSENTIAL PACKAGE $499
THE ESSENTIAL PACKAGE $499
This BASIC PACKAGE is for the established PTIN Tax Preparer that is looking for premium tax software with ERO hosting.
- SOFTWARE ACCESS
- SOFTWARE TRAINING
- ERO - ELECTRIC FILING
- BACK OFFICE SUPPORT
THE ESSENTIAL PACKAGE $499
THE ESSENTIAL PACKAGE $499
THE ESSENTIAL PACKAGE $499
The ESSENTIAL PACKAGE was designed for those wanting to become PTIN Tax Preparers and PTIN Tax Preparers that need more education, guidance and support. In this course you will gain the knowledge and education that will give you the confidence to complete individual tax returns and small business returns.
- COURSE
- SOFTWARE ACCESS
- 1:1 MENTORING & SUPPORT
- SOCIAL MEDIA MARKETING PACKAGE
- STEP BY STEP GUIDANCE IN OBTAINING PTIN
THE ULTIMATE PACKAGE $799
THE ESSENTIAL PACKAGE $499
THE ULTIMATE PACKAGE $799
The ULTIMATE PACKAGE is our NO EXCUSE package. You get everything included in the ESSENTIAL PACKAGE, plus all the technology, equipment and tools you need to prepare taxes and stay compliant with the IRS.
- COURSE
- LAP TOP
- PRINTER
- FILE CABINET
- SOFTWARE ACCESS
- 1:1 MENTORING & SUPPORT
- SOCIAL MEDIA MARKETING PACKAGE
- STEP BY STEP GUIDANCE IN OBTAINING PTIN
Frequently Asked Questions
Please reach us at taxprep@classacttaxpreparation.com if you cannot find an answer to your question.
Tax Academy is where you come and learn the fundamentals of Tax Preparation. Tax Academy also has advance tax education and continuing education.
Tax Academy offers tax preparation courses on various levels. Our PTIN Tax Preparer course is a 6 weeks course, that will give you the education, knowledge and confidence that you'll need to prepare individual and small business tax returns. Our ERO and Service Bureau courses are also 6 week courses and are detailed to help you successfully progress to the next level in the tax industry.
Topics include Filing Requirements, Dependents, Filing Status, Filing Basics, Credit and Child Tax Credit (CTC), Earned Income Tax Credit (EITC), Self-Employment, and more.
Yes. Once you have successfully completed the PTIN Tax Preparer course, you will receive a certificate of completion. ERO services and continued support.
Once a week on ZOOM. Dates and times are in your syllabus.
Yes. When you successfully complete the Fundamentals of the Tax Preparation (FTP) course, you will receive a certificate of completion. Employment, and more.
Yes, the IRS Annual Filing Season Program. Tax professionals with a Record of Completion receive limited representation rights. This means they can represent their clients before certain IRS employees, including the IRS's customer service representatives and revenue agents.
Registered students will receive class support from a knowledgeable instructor or course administrator.
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