PathwaysPathway 01
PATHWAY 01

Tax Preparation & Tax Business Pathway

The Tax Preparation & Tax Business Pathway is a complete, skills-first journey that takes you from having no tax knowledge to being able to prepare real returns and charge real money for it. Whether you want to earn seasonally, build a year-round practice, or add tax services to an existing business, this pathway gives you everything you need.

Pathway Overview
Modules6 modules
Lessons30 lessons
Total Duration17 hours
LevelBeginner → Advanced
CertificateYes — upon completion
Instructor-led

Who This Pathway Is For

  • College students and working adults seeking an income-producing skill
  • Entrepreneurs and side-hustlers ready to monetize a professional service
  • Bookkeepers adding tax preparation to their service menu
  • Anyone who wants a practical, seasonal or scalable business

What You'll Be Able To Do

  • Prepare individual (Form 1040) tax returns from start to finish
  • Prepare simple small business returns (Schedule C)
  • Understand filing status, dependents, credits, and self-employment basics
  • Use tax software to prepare and e-file returns (brand-agnostic)
  • Design and launch a basic tax preparation business

What You'll Learn

01

Tax Fundamentals & the Tax System

Beginner

Understand how the U.S. tax system works — income types, filing requirements, the IRS structure, and the tax calendar. Build the mental model that makes everything else click.

3 hrs
How the U.S. tax system works
Who must file — thresholds and exceptions
Types of income and how each is taxed
The tax calendar — key dates and deadlines
Introduction to the Form 1040
02

Filing Status, Dependents & Standard Deduction

Beginner

Master the five filing statuses, the rules for claiming dependents, and the standard deduction — the three decisions that shape every individual return.

2.5 hrs
The 5 filing statuses explained
Qualifying relatives vs qualifying children
Standard deduction by status for current tax year
When itemizing beats the standard deduction
Common filing status errors and how to avoid them
03

Income: W-2, 1099, and Self-Employment

Beginner

Learn to handle the three most common income scenarios — wage income, freelance/1099 income, and self-employment — including how each is reported and taxed.

3 hrs
Reading the W-2 line by line
1099-NEC vs 1099-MISC — what changed and why
Schedule C — reporting self-employment income
Self-employment tax: what it is and how to calculate it
Deductions available to the self-employed
04

Credits That Change the Outcome

Intermediate

Tax credits are dollar-for-dollar reductions in tax owed. Learn the most powerful refundable and non-refundable credits and how to apply them accurately.

2.5 hrs
Earned Income Tax Credit (EITC) — rules and amounts
Child Tax Credit and Additional Child Tax Credit
Child and Dependent Care Credit
American Opportunity and Lifetime Learning Credits
Credit for Other Dependents
05

Software, E-Filing & Quality Review

Intermediate

Practice using tax software to input data, calculate refunds, and e-file returns. Learn the quality review checklist every professional uses before submission.

3 hrs
Navigating professional tax software (brand-agnostic)
Inputting W-2 and 1099 data correctly
Running diagnostics and fixing errors
The pre-submission quality review checklist
E-filing, acknowledgements, and follow-up
06

Launch Your Tax Business

Intermediate

Turn your tax knowledge into a real income-generating business. Cover registration, pricing, client intake, marketing, and how to build a sustainable practice.

3 hrs
Registering your PTIN and understanding compliance
Business structure for a tax prep practice
Pricing your services — seasonal and package models
Client intake, engagement letters, and data security
Marketing your tax business: referrals, social, and local

Where This Takes You

Career Outcome

Employed as a seasonal or year-round tax preparer at a firm or VITA site

Income Outcome

Earning $500–$2,500/month seasonally preparing returns independently

Business Outcome

Operating a licensed tax preparation practice with paying clients

This pathway moves you from learning taxes to earning with taxes.

— Sherline Gamboa, Campus Director

Ready to Start Pathway 01?

Enroll now and begin building a skill that creates real income and lasting legacy.