Custom Course Buildout for Tax Pros

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: 3 business days for Slides only + 7 business days for Full Course 

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