Training programs
Tax Academy

Build a Career in the Tax Industry

From becoming a certified tax preparer to launching your own tax business, our training programs give you the skills, tools, and support to succeed in the tax industry.

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Our Programs

Choose Your Path in the Tax Industry

Three programs designed to meet you where you are — whether you're starting from scratch or ready to run your own tax office.

Tax Preparer Program

Your first step into the tax industry.

Build the foundation you need to start your tax preparer journey and prepare for our Live Training.

One year of course access
Tax preparation fundamentals
Essential tax terminology & filing statuses
Professionalism & client care
Marketing, referrals & client growth
Tax season preparation & income opportunities
Access to tax software
Certificate of Completion — required before advancing to Live Training
Program Fee$250

or 2 payments of $130

ERO Partner Program

Your next step toward building your own tax business.

Gain the knowledge, systems, and resources to operate as an ERO, lead a team, and grow your tax business.

One year of course access
Business formation & ERO/EFIN setup
Compliance, due diligence & taxpayer protection
Business systems & client operations
Marketing & client acquisition support
Recruiting & managing tax preparers
Access to tax software
ERO Certification Exam
Program Fee$700

or 2 payments of $375

Service Bureau Program

Your next step toward running a complete tax operation.

For experienced tax professionals ready to scale, we provide the training, software, systems, and support you need to build and grow your tax business.

Professional tax software and tools
Training and onboarding support for preparers you bring on
Operational workflows and templates
Marketing and branding support
Ongoing business development guidance
Program Fee$1,700

or 3 payments of $700

Program Curriculum

What You'll Learn

Our curriculum is designed to take you from tax fundamentals to certification and business launch — step by step.

01

Module 1: Tax Fundamentals

Understand the U.S. tax system, filing statuses, and basic return preparation.

02

Module 2: Individual Returns

Master W-2 filings, deductions, credits, and common individual tax scenarios.

03

Module 3: Self-Employed & Business

Schedule C, business expenses, 1099 income, and small business return preparation.

04

Module 4: E-Filing & Software

Hands-on training with professional tax software and e-filing procedures.

05

Module 5: Tax Planning & Strategy

Proactive planning techniques, estimated payments, and year-round client advisory.

06

Module 6: Certification & Launch

Exam preparation, ERO setup, and business launch strategies.

Enrollment Information

How to Get Started

Enrolling is simple. Choose your program, select your format, and start your journey in the tax industry.

Flexible Schedule

Online and in-person options with self-paced and cohort-based learning tracks.

Payment Plans Available

Affordable tuition with flexible payment plans and financing options.

Online & In-Person

Choose the format that works for you — fully online, hybrid, or in-person.

Ongoing Support

Mentorship, alumni network, and continued guidance after program completion.

FAQs

Frequently Asked Questions

Ready to Join the Tax Academy?

Connect with Polished Tax Firm for clear, professional, and personalized tax guidance.

Enroll Now