Live & Recorded
Training

Tax Preparer Training & Business Development

Build a successful tax business with confidence. At 1040TaxBiz, we provide comprehensive training for tax professionals — whether you’re just starting your tax office or scaling an existing one.

From mastering tax law to using our software efficiently, our training covers everything you need to launch, grow, and manage a profitable tax business.

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What Our Tax Office Training Includes

Our training is included in every 1040TaxBiz service package. When you join, you’ll receive instant access to our training calendar, webinar links, and replay library—plus one-on-one help when needed.

Tax Law Fundamentals

Stay updated and compliant with the latest IRS regulations. We walk you through key tax laws, deductions, credits, filing statuses, due diligence requirements, and more. Perfect for beginners or anyone needing a refresher before tax season.

Software Training

Our tax software is user-friendly, but we’ll make sure you’re confident using every feature. Learn how to prepare and e-file returns, add clients, print documents, and manage bank products—all through step-by-step instruction.

Business & Marketing Training

Running a tax office is more than filing returns. We show you how to market your services, retain clients, build your brand, and generate leads. We cover pricing strategies, social media tips, referral systems, and more.

We'll Make Sure You're Prepared!

Why Training Matters

Starting a tax office is easier when you have expert guidance. Our training is designed to help you:

Prepare Accurate Returns with Confidence

Learn how to file error-free returns using up-to-date tax law and proven preparation techniques.

Understand Tax Preparation Compliance Rules

Stay compliant with IRS regulations, due diligence standards, and ethical filing practices.

Avoid Costly Filing Errors

Reduce audit risk and avoid penalties by mastering tax software tools and return checks.

Train New Staff Quickly

Use our webinar library and live training to get your team up to speed before the season starts.

Use Tax Software Efficiently

Navigate every feature of our software with ease—from data entry to e-filing and reports.

Build a Sustainable Tax Business

Gain business skills that help you attract clients, generate referrals, and grow each year.

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Live & Recorded Webinar Access

Live Weekly Webinars
Join live, interactive webinars hosted by experienced tax professionals and business coaches. Ask questions in real time, follow along with screen shares, and stay up to date with industry best practices.

On-Demand Webinar Library
Can’t attend live? No problem. We offer a full library of recorded webinars you can access anytime. Watch at your own pace as you train your team or refresh your knowledge.

Ready to get started?
Contact Us today!

Whether you’re brand new to the industry or ready to expand your tax business, 1040TaxBiz gives you the tools, training, and support to succeed.

From business setup and IRS registration to marketing, virtual filing, and bank products, we make it easy to launch and grow a profitable tax office — in-person or online.

Learn More

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Indianapolis IN: 317-543-5570

Connect with us

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Indianapolis IN: 317-543-5570

Florida:317-418-7927

Connect with us