Sign up before Sept. 1st and SAVE $1,300 + FREE access to IRS-compliant software and hands-on mentorship for a year!
Sign up before Sept. 1st and SAVE $1,300 + FREE access to IRS-compliant software and hands-on mentorship for a year!
Choose From 3 Course Sessions
With 3 flexible weekend options, you’ll gain the tools, mentorship, and support you need to launch your tax prep career in just 5 days. Pick the session that works best for you!
Let's launch your tax prep business in 5 days
Session 1
Fri. Sept, 6th
Sat. Sept. 7th
Sun. Sept. 8th
Fri. Sept. 13th
Sat. Sept. 14th
From 10 am - 6 pm EST
Session 2
Fri. Sept, 27th
Sat. Sept. 28th
Sun. Sept. 29th
Fri. Oct. 5th
Sat. Oct. 6th
From 10 am - 6 pm EST
Session 3
Fri. Oct. 18th
Sat. Oct. 19th
Sun. Oct. 20th
Fri. Oct. 26th
Sat. Oct. 27th
From 10 am - 6 pm EST
Course Overview
Day 1
Kick-Off Session
7:00 PM – 9:00 PM EST (2 hours):
We’ll start with a comprehensive company overview, covering our core mission and values. Then, we’ll dive into the course agenda to give you a clear roadmap of what to expect. You’ll gain access to your company emails and our advanced tax software, setting you up for success. We’ll also discuss the details of your partnership with us and provide an overview of the potential earnings you can achieve.
Day 2
Class Session #1
10:00 AM – 6:00 PM EST (8 hours w/ breaks):
We’ll begin by covering the essentials of who pays taxes, giving you a strong foundation of general tax knowledge. Then, we’ll discuss bank products and how to ensure you get paid efficiently. You’ll learn the step-by-step process of filing taxes and when your clients can expect their refunds. We’ll also provide a detailed overview of our tax software program, the required documents for tax filing, and verification procedures. Lastly, we’ll identify the various tax forms and help you determine the appropriate taxpayer qualifications, whether single, married, or head of household.
Day 3
Class Session #2
10:00 AM – 6:00 PM EST (8 hours w/ breaks):
We will review the different types of tax forms and dive deeper into practicing how to input information into the tax software accurately. You will gain hands-on experience by working with 1040 forms, understanding what each column means, and practicing with W2 and 1095A forms. We’ll also cover the Due Diligence Checklist to ensure you follow IRS standards. Additionally, we’ll review who qualifies for Earned Income Credit (EIC) and other credits, including forms for dependents, child credits, and student loan credits. Homework will be provided to reinforce the material through practice during the week.
Day 4
Class Session #3
10:00 AM – 6:00 PM EST (8 hours w/ breaks):
We will begin by reviewing State Filing Forms, including how to determine residency for tax purposes. Then, you’ll practice working with 1099 Forms, understanding the necessary documents required for business taxes. We’ll delve into reviewing and practicing with Schedule C to ensure you accurately classify businesses and determine appropriate tax obligations. Homework will be provided to help you practice and solidify your knowledge throughout the week.
Day 5
Class Session #4
10:00 AM – 6:00 PM EST (8 hours w/ breaks):
We will review and practice with the 1098T Form, focusing on educational credits. We’ll then cover Schedule E Forms, which include depreciation and amortization. You’ll learn how to properly handle vehicle mileage and depreciation as well as practice with stocks and dividends (Div Forms). To wrap up, we’ll provide an overview of all forms covered throughout the course, ensuring you have a comprehensive understanding of the material.
What My Students Are Saying . . .
"I absolutely love Working with Lisbeth and the team. It's been a great experience and have learned so much to grow my business, knowledge and clientel. As a startup entrepreneur, things can be confusing and scary. But Lisbeth has made my experience very enjoyable. I am looking forward continuing to grow and keep learning from the best in the industry.."
— Ana, joined in 2023
Why This Course?
Let’s face it, you want to grow your business and your income, the easiest way to do that is by learning from someone who's been here before. The good news is that creating a profitable tax preparation business (or side gig) has never been faster or easier than it is right now with my Virtual 5-Day Tax Professionals Shortcut to Financial Freedom Course.
Let me show you how it works . . .
THE OLD WAY
THE NEW SIMPLE WAY
Most Tax Preparers Don't Make It On Their Own . . .
Getting started is EXPENSIVE
Tax software is costly, subscriptions range from $1,500 to over $20,000 per year. That's why you get my tax-compliant software included in this course.
The legalities are OVERWHELMING
Staying up-to-date doesn't have to be stressful. As your tax partner, I'll keep you updated on the information you and your clients need.
Finding new clients seems IMPOSSIBLE
My students average 30 new clients their first season. Learn how my marketing strategies can help you stand out, attract clients, and build your brand.
Tax season is short and UNSUSTAINABLE
Unless you want to scale your business and have employees, you should never have to ask, "How do I make money outside of tax season?"
Create a Successful Tax Prep Business in 5-Days working anywhere with wi-fi
Psst . . . it's timed perfectly for this upcoming tax season
Tax Knowledge and Skills
Fundamentals of individual, married, self-employment, and 1099 tax returns
Determining eligibility for dependents and Head of Household status
Differentiating services from competitors
Marketing and client acquisition strategies
Document collection and signature processes
Branded document templates
Profitability and pricing strategies
Business formation options (S-corp, B-corp, LLC) with pros and cons
Business Development
Access to a community of tax professionals
Free monthly training sessions
Partnership and mentorship program
Strategies for entering the Airbnb industry
Tax implications of first-time home buying
Empowering students to become independent entrepreneurs and refer new members
Software and Tools
Access to a customized IRS-compliant tax
software ($10,000 Value)
Software training and setup
Tax Knowledge and Skills
Fundamentals of individual, married, self-employment, and 1099 tax returns
Determining eligibility for dependents and Head of Household status
Differentiating services from competitors
Marketing and client acquisition strategies
Document collection and signature processes
Branded document templates
Profitability and pricing strategies
Business formation options (S-corp, B-corp, LLC) with pros and cons
Business Development
Access to a community of tax professionals
Free monthly training sessions
Partnership and mentorship program
Strategies for entering the Airbnb industry
Tax implications of first-time home buying
Empowering students to become independent entrepreneurs and refer new members
Software and Tools
Access to a customized IRS-compliant tax
software ($10,000 Value)
Software training and setup
Why This Opportunity?
Hi, I'm Lisbeth Recio . . .
I've walked in your shoes. Juggling a family, a career, and a side hustle or two . . . is no easy feat. I remember how overwhelming it was starting my own tax business. The endless hours of learning, the fear of making mistakes, the frustration of not knowing where to begin. It felt impossible. But I persisted because I saw the potential for financial freedom and flexibility it offered. Plus, how valuable it is to know how to do taxes for my other businesses. It’s a path that changed my life, and I want to make it easier for others.
Why This Opportunity?
Hi, I'm Lisbeth Recio . . .
I've walked in your shoes. Juggling a family, a career, and a side hustle or two . . . is no easy feat. I remember how overwhelming it was starting my own tax business. The endless hours of learning, the fear of making mistakes, the frustration of not knowing where to begin. It felt impossible. But I persisted because I saw the potential for financial freedom and flexibility it offered. Plus, how valuable it is to know how to do taxes for my other businesses. It’s a path that changed my life, and I want to make it easier for others.
Frequently Asked Questions
What States Is Your License Valid In?
Your IRS PTIN License is valid for All 50 States. In addition for filing for NY State taxpayers, an additional NYPTIN is required for this state.
Do I Need to Renew my License?
Yes, every year you must renew your PTIN and take at least 20 hours minimum of Federal and NY online courses to renew your license.
Are The Fees Tax Deductible?
All company fees and costs for the course is completely tax deductible and can be written off as business expenses.
