Custom Course Buildout for Tax Pros

MAY 2025 QUEUE IS NOW OPEN - DELIVERY WILL BEGIN MAY 15+

Want to get your tax team up to speed but don’t have time to create training materials? Let me do the heavy lifting. Whether you need a simple training package or a fully customized course with video instruction, I got you covered.

Choose Your Course Package:

1️⃣ Slides + Workbook Only – Get a cutesy custom branded slide deck and workbook for your team to follow along. Perfect for in-person or instructor-led training.

2️⃣ Full Course Package – I’ll create a complete course and build it on YOUR PLATFORM including slides, a workbook, and a pre-recorded (90-minute guaranteed total) faceless videos across 5 modules where I personally break down the content for your team. No AI, taught professionally and relatable to your target audience

Sample Course Topics to Choose From:

For Beginner/Entry Level Tax Preparers 

• Intro to Taxes (Basic Income & Credits/Deductions) 101
• Schedule C & Small Business Tax Returns 101
• Credits & Deductions 101
• Ethics as a Professional Tax Preparer 
• Social Media Marketing 101 [Personal Pages]
• Jotform Setup, Design & Workflow Use

For Seasoned Tax Preparers/Tax Office Entrepreneurs (ERO & Seasoned PTINs)

• Itemized Deductions
• Tax Planning Strategies for Self-Employed
• Social Media Marketing 201 [Business Pages]
• Email Marketing & Client Nurturing
• Jotform Setup, Design & Use
  

For All Preparers 

• Customer Service & Client Communication in a Tax Office
  
• Affiliate Marketing in a Tax Office
• Understanding Transcripts 
• Communicating with Clients

💡 Need a custom topic? I got you! Just let me know what you need, and I'll tailor the training to fit your needs.

📌 Turnaround Time:  7-14 business days

*note- business days start from the time we receive your content and can successfully login to your platform.