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Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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FREE DOWNLOAD

Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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Select the Training Package that's Best for You

We have several training options depending on your tax education needs.

If you’re not sure which one to choose, give us a call, and we can go over each module in more detail.

New

Tax Business

Perfect for Beginners

Feel like you're destined to go beyond the daily 9 - 5 ? Do you enjoy crunching numbers and helping people get the best tax refund (legally and ethically) possible? If "Yes" then owning your own tax business might be the entrepreneur opportunity you've been waiting for.


You have probably heard how much money you can potentially make, that it's easy money and you only work a few months out of the year.


There is some truth to those statements but in my New Tax Business Training you will learn the facts about the tax industry and discover what you need to open, operate and stay in the industry as long as you'd like. No fluff, no frills - just the real deal.


  • Internet-based Tax Software (recommendations)
  • Tax Software training
  • Tax App (depends on the tax software you select)
  • Tax School (recommendation/self-paced online and IRS approved)
  • Bank Product Software (recommendations)
  • Bank Compliance Training
  • IRS Due Diligence Training
  • EFIN Application with IRS
  • Tax Business related forms and document development
  • Tax Season Monthly Business Check-ups for 4 Months (BONUS 4 hours)

Tax Return Reviews for an a la carte fee of $25 per basic return/$50 per complex return (Available to new business owners only)

Membership in the Tax Deivas Tax Pros Private Facebook Group (live sessions, trainings, materials, business and tax tips)

Existing

Tax Business

Ideal for Industry Pros

Know what it takes to keep your tax business aboveboard? It transcends knowing how to just prepare a tax return. You must also know how to apply the best practices and due diligence that will not only satisfy the IRS, but the best interest of your business and client as well.


If you have been in the tax industry over the past few years, you can't ignore the changes in regards to operating a legal, ethical, compliant tax business. The new tax laws alone can have you pulling your hair out. I have over 36 years of experience so during this training, you get to tap into my expertise and learn how to build a successful tax business for yourself.

  • Internet-based Tax Software (recommendations)
  • Tax Software Training
  • Tax School (recommendation/self-paced online and IRS approved)
  • Bank Product Software (recommendations)
  • Bank Compliance Training
  • IRS Due Diligence Training
  • Monthly Business Consultation During Tax Season (BONUS 4 hours)
  • Tax Business related forms and documents

Membership in the Tax Deivas Tax Pros Private Facebook Group (live sessions, trainings, materials, business and tax tips)

Virtual

Tax Business

Run a Remote Tax Business

COVID changed a lot of things for a lot of business and either they had to pivot or they had to close shop. This has changed the dynamic of the tax business and even the big boys in the industry have a remote option. And you can get one too.


You get to wake up when you want, travel during tax season, have clients across the USA, and not be confined to the high overhead of a brick and mortar tax business. Please note, this training was designed with the current Tax Business owner in mind, therefore no basic tax preparation or tax business operation training will be provided.

  • Internet-based Tax Software (recommendations)
  • Tax Software training
  • Tax App (depends on the tax software you select)
  • Tax School (recommendation/self-paced online and IRS approved)
  • Bank Product Software (recommendations)
  • Bank Compliance Training
  • IRS Due Diligence Training
  • Guidance on how to enable Digital Client Interactions
  • How to set up your Remote/Virtual Workspace for success
  • Finding your first Remote Tax Clients

Membership in the Tax Deivas Tax Pros Private Facebook Group (live sessions, trainings, materials, business and tax tips)

Tax Preparer Training

Get Your Preparers Ready for Tax Season

Tax Business owners your tax business is your livelihood, and your legacy builder so why would you leave it wide open to IRS Preparer Penalties? The tax business industry is highly competitive, and you want the edge on the market so trained, knowledgeable, legal, ethical and compliant tax preparers is only an enhancement to your business.


It’s hard to find reliable, reputable tax preparers so why not train your own? Our 6 Hour Tax Preparer Training was created to help tax businesses train their onsite or remote tax preparers how to prepare tax returns legally, ethically, and compliantly.

  • Tax School (18 hour online IRS approved)
  • IRS Due Diligence Training
  • Bank Compliance Training
  • Tax Software Training
  • How to Detect Tax Fraud
  • Membership in the Tax Deivas Tax Pros private Facebook Group