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Free Online Course:
2026 Tax Training
The 2026 Tax Training course is a comprehensive, step-by-step roadmap designed to transform aspiring preparers into fully compliant, business-ready tax professionals. Through practical modules covering IRS due diligence, software execution, and filing mechanics, students master the essential skills needed to prepare accurate individual and small business returns. Beyond core tax law, the program integrates modern bank product offerings and strict FTC data security practices, equipping you to run a profitable, client-focused financial firm. Whether launching a new venture or scaling an existing setup, this course delivers the end-to-end blueprint required to operate with confidence.
Zero-to-Hero Curriculum: No prior finance or accounting background required—master tax prep from the ground up.
Hands-On Software Training: Practical, line-by-line preparation techniques using real-world software workflows.
Bank Product Revenue: Learn to offer tax refund advances and take client prep fees directly out of their tax refunds.
Turnkey Business Blueprint: Operational roadmaps to register, structure, and market your independent tax firm efficiently.
I
What It Means to Be a Professional Tax Preparer
Overview of Tax Preparer Role
Skills Needed as a Tax Pro
Your Credentials
IRS Resources
Operating as a Tax Professional
II
Ethics, Due Diligence & Compliance
Understanding Ethics
IRS Due Diligence Requirements
Penalties for Non-Compliance
III
The Intake Process
The Intake Process
IRS Due Diligence Requirements
Penalties for Non-Compliance
Understanding Ethics
Conducting Effective Interviews
The IP PIN
IV
Filing Status and Identifying Dependents
Filing Status Options
Rules for Dependents
V
Filing Status and Identifying Dependents
The Intake Process
IRS Due Diligence Requirements
Penalties for Non-Compliance
Taxable vs Non-Taxable Income
Income Types by Form
Income from Businesses
VI
Credits, Deductions & Adjustments to Income
Standard vs Itemized Deduction
Adjustments to Income
Understanding Tax Credits
Common Business Deductions
VII
Bank Products, Refund Advances & E-filing
The Intake Process
IRS Due Diligence Requirements
Penalties for Non-Compliance
Overview of Refund Transfer Products
Offering Refund Advances to Clients
E-filing:Process, Best Practices & Troubleshooting
VIII
Data Security & Privacy
IRS Data Security Requirements
Talk to us. We answer.
No bots. No hold music. No runaround. When you reach out to TAFS Financial, you reach a real expert who is ready to help on your schedule.
(901) 262-2498
Available Monday-Friday 9am-6pm and Saturday 9am-12pm
HL
HORN LAKE OFFICE
1975 Goodman Rd, Horn Lake, Ms
SV
SOUTHAVEN OFFICE
868 Goodman Rd, Southaven, MS
@MISHA_MMILAN
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