BECOME A

PROFESSIONAL

TAX ACADEMY

ENROLLMENT NOW OPEN

CLASSES BEGIN

AUGUST 2026

 Whether you're starting a new career or earning Continuing Education credits, our Tax Academy provides practical, real-world tax preparation training designed to help you succeed.

Comprehensive Curriculum

Learn everything from tax fundamentals to preparing complete tax returns.

Certificate of Completion

Receive a certificate after successfully completing the course.

Online Learning

Study from anywhere with instructor-guided online training.

Career Ready Skills

Gain practical knowledge and confidence you can immediately apply.

The Tax Industry Is Changing Fast

Every year, more tax professionals are transitioning from simply preparing returns to building full-service tax businesses.

The question is:

Will you be one of the business owners leading the industry or one of the preparers trying to catch up later?

The professionals who position themselves now will have the biggest advantage heading into future tax seasons.

Tax Academy - What You'll Learn

WHAT YOU'LL LEARN

MODULE 1

FOUNDATIONS OF TAX PREPARATION

  • Introduction to the U.S. Tax System
  • Filing Statuses and Who Must File
  • Overview of Form 1040 and Supporting Schedules
  • Key IRS Deadlines and Compliance Basics
MODULE 2

INCOME & ADJUSTMENTS

  • Types of Taxable & Non-Taxable Income
  • Wages, Self-Employment & 1099 Income
  • Above-the-Line Adjustments
  • Retirement Contributions
  • Tax Impact & Reporting
MODULE 3

DEDUCTIONS & CREDITS

  • Standard vs. Itemized Deductions
  • Common Tax Credits
  • Child Tax Credit
  • Earned Income Tax Credit (EITC)
  • Dependent Qualification Rules
  • Legal Deductions for Clients
MODULE 4

BUSINESS & SELF-EMPLOYMENT TAXES

  • Schedule C Basics
  • Sole Proprietor Filing
  • Self-Employment Tax Calculations
  • Business Expense Deductions
  • Recordkeeping Best Practices
  • Estimated Quarterly Tax Payments
MODULE 5

FILING PROCESS & CLIENT MANAGEMENT

  • Preparing & Reviewing a Complete Return
  • E-Filing Procedures
  • IRS E-File Requirements
  • Required Client Intake
  • Documentation Standards
  • Common Errors & Audit Prevention
MODULE 6

ETHICS & PROFESSIONAL RESPONSIBILITY

  • IRS Circular 230 Overview
  • Preparer Due Diligence
  • Confidentiality & Data Security
  • Professional Conduct
  • Ethical Responsibilities
  • Liability Awareness
MODULE 7 (CE TRACK ONLY)

CONTINUING EDUCATION REQUIREMENTS

  • IRS Annual Filing Season Program (AFSP)
  • CE Credit Hour Requirements
  • Federal Tax Law Updates
  • PTIN Renewal Process
  • IRS CE Reporting Procedures
  • Maintaining Professional Credentials

FINAL ASSESSMENT & CERTIFICATION

COMPREHENSIVE
REVIEW SESSION

FINAL
EXAM

CERTIFICATE OF
COMPLETION

CE CREDIT REPORTING
(CE TRACK ONLY)

ENROLLMENT DETAILS

AUGUST 2026

Classes Begin

CE COURSE

$449
  • ✔ Includes CE Credit Hours
  • ✔ Certificate of Completion
  • ✔ IRS Reporting

NON-CE COURSE

$249
  • ✔ Full Curriculum
  • ✔ Certificate of Completion
  • ✔ Lifetime Course Access
  • ✖ No CE Credits

PAYMENT PLANS

Pay over time with

Available at checkout

Frequently Asked Questions

Do I Need Prior Tax Experience?

No. The Non-CE Course is designed for beginners and no prior tax preparation experience is required.

Will I Receive a Certificate?

Yes. Students who successfully complete the course will receive a Certificate of Completion.

Does the CE Course Report My Hours to the IRS?

Yes. CE Track students receive IRS Continuing Education reporting after successfully completing the course.

Can I Pay Over Time?

Yes. Flexible payment options are available through Afterpay, Affirm, and Klarna at checkout.

READY TO START YOUR TAX CAREER?

RESERVE YOUR SEAT TODAY

Enrollment is now open for the August 2026 class.

Limited seats available.

Elevate ProTax Systems is a modern tax business development and service platform designed to help individuals, entrepreneurs, and tax professionals file smarter, operate efficiently, and scale profitably.

It combines tax preparation services, business solutions, and system-based training to create a complete ecosystem for financial success.

  • Phone: 903-707-5127

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