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How to Become a Tax Preparer and Earn Big Part-Time
Rating: 4.0 out of 5(236 ratings)
1,454 students

How to Become a Tax Preparer and Earn Big Part-Time

Includes Marketing, Online and Offline, How to Grow Your Business
Created bySandy Ingram
Last updated 11/2025
English

What you'll learn

  • launch a one-person tax-service.
  • students will learn how to find more tax clients than they can handle using both online and offline marketing techniques
  • students will go through each step necessary to satisfy the IRS's mandatory requirements (PTIN) and learn which requirements are voluntary.
  • students will learn which business structure saves on taxes.
  • students will explore the most affordable professional tax software and the most elite tax software for tax professionals in the industry
  • students will learn how to grow their business to a full-time year-round income, usually within one year.
  • students will learn what other tax professionals are charging throughout the country. Students will also learn how to increase the value of their services.
  • Students will learn how to lower their own taxes and help clients as well

Course content

10 sections • 16 lectures • 56m total length

  • Instructor Update Earning Potential Update 20233:01

    Sandy Ingram's updates plus updated earning potential for students in 2023.

  • Meet Your Instructor Video2:14
  • Update for 20254:14

    Here is the updated information for the 2025/2026 tax season.  Important changes to the tax code and tips on how to maintain a positive relationship with your clients going forward.  Also provides Resource links for ongoing polices for client protection. 

Requirements

  • It helps if students have a strong "like" for numbers
  • Students need an Internet connection and a basic understanding of how the Internet works

Description

Ten Lectures are jam-packed with information, tips, and knowledge on building, starting, and growing a one-person tax business. Students learn everything necessary to launch a successful Tax Service.

  • Where and how to find tax clients

  • Earning potential based on services provided and location

  • The IRS's requirements are both mandatory and voluntary

  • What you need to get started (Professional Tax Software/Supplies)

  • What to charge clients and how to increase your value.

  • How to grow your business to a full-time income and replace your day job within one to three years.

This course does not include actual tax preparation training. It is based on business skills, training, and marketing a "one-person tax service."

In 2024, Tax professionals earn an average of $565 for a Form 1040 with Itemized Deductions. This rate can easily increase to $750 to $850 for individuals or married couples filing a Schedule C.

A total of 150 clients will easily place your income between $90K and $105K per year, working only three to six months out of the year.

Tax professionals have options regarding the IRS. However, some requirements are mandatory. The IRS requirements are easy enough to fulfill, and the course will show you the ins and outs.

The most crucial factor is that preparing taxes can be a foundation for enormous growth for your one-person start-up. You can offer additional services to grow your business income exponentially.

Who this course is for:

  • People who love numbers and have a healthy respect for the tax system
  • This course is for experienced and beginning tax professionals who want to increase their client base.
  • This is an excellent course for students with a major in finance
  • Retired individuals who want to supplment their retirement income as a tax preparer
  • Individuals who are looking for a part-time, home-based, self-employed career. Students can prepare taxes evenings and weekends.
  • Stay-at-home moms, who are looking for a part-time gig

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