four day live ONLINE training

income tax training

Dedicated to helping professionals learn the basics of tax law and preparation.

what is this training?

Want to learn the basics of tax law and preparation?

By the end of the Tax Training course, participants will have a basic understanding of IRS Tax Laws, how to process a tax return using a 1040, understanding Schedule A and Itemizations, Schedule C Business taxes and Tax Law Updates. Participants will also learn the importance of Ethics and Due Diligence as it pertains to Circular 230 within the IRS guidelines.

4 days online

(Join from all 50 states)

Jan. 9 – 12, 2024
6-10pm CST
17 IRS CE Credits
2 instructors

what will you learn?

Lesson Overview & Schedule

Day One

Introduction & preparation


Ethics and Due Diligence

Understand Ethics in Tax Preparation, Due Diligence Laws and Penalties.


Basic Tax Preparation

Who must file a federal income tax return & which tax return form should be used

Tax filing deadline dates, Tax payments, & Filing Status


Calculate exemptions to which a taxpayer is entitled


Compensation & Tips


Types of income

Day Two

Schedule a itemizations


Medical Expenses


Itemized Deductions


Taxes & Interest


Charitable Contributions




Record Keeping

Day Three

Schedule C Business Taxes


Taxes & Expenses for Schedule C

Day Four

Tax Law updates


A Complete Overview


Key things to Pay Attention To


New Tax Laws

we are your trainers

Shay & Michael

As a team we have a combined 20 plus years of tax training experience that goes into our training curriculum. We’re good at what we do because we truly understand this industry. We know what we do. We educate ourselves on what we do. We have highly qualified trainers who have been doing this for 20 plus years and they understand adult learning theories and how adults learn. We apply those theories and those techniques into our trainings to make them conducive to every learner.

students are saying…

"I've been knowing Shay for 2 years and I can say that she and her team are truly amazing. They are so knowledgeable and break down everything to understanding. Enough for a child to comprehend. This is 1 of the best investments I've made for myself and my business."

Macara S

"It becomes so hard as an entrepreneur to understand how your business will take care of your personal life. I understand more about my finances because of the thorough guidance from Shay. Now it all makes sense. I always know that when I need her help or have questions about changes in my life, she is one call away. I have more financial goals because of her theory on Stewardship in finance. She is a believer and because of her faith, her clients trust her judgment and wisdom about their individual tax situations."

Ashley R.

"Working with Shay was an absolute pleasure! She is so informative, quick to respond, and easy to work with. After utilizing her LLC services, I will definitely reach out to her again in the future as I had such a positive first experience. Thanks so much for making a seemingly difficult process so seamless!"

Ashley H.

"Took the tax training and the class was very engaging and informative. Best investment for my business. I highly recommend Shay and Michael, they are very helpful and they explained everything thoroughly."


Phenomenal services. I have used her services for the past 2 years. Very fast and efficient. Professional and quite pleasant to work with. I would definitely recommend 100%."

Tiffany P

"Shay is friendly and extremely knowledgeable. She explains things in a manner that you understand so that you can make better decisions for the following tax year. Her team is very professional and works not only fast but accurately.

Lanitra P

"The fastest response time I've ever seen in my entire life when submitting an online contact us request. That did it for me! She is very informative and knowledgeable. I love amazing customer service and she truly provides it. I'll definitely be working with her."

Brittany R.

"I have been a client for the past 6 years and I am so pleased to see the growth of my tax preparer and her company. No better group of people to educate you on the new Tax Laws and handle your finances professionally and accurately."

Ashley N.

"Shay is definitely THE TRUTH!!! She is amazing and very knowledgeable. I will always be a customer."

Connie D.

income tax training

Are you ready to enroll for our next training December 19-22, 2023?

All trainings are hosted live on zoom.

(214) 983-8302