Your Future in Tax Preparation Starts With the Right Foundation.
Whether you’re starting from scratch or looking to strengthen your existing skills, Taxversity gives you the knowledge, practical training, and professional foundation to move forward with confidence.
Whether your goal is to earn additional income, create more flexibility, or eventually build a business of your own, tax preparation is a professional skill with multiple paths to explore.
Is Taxversity Right for You?
Whether you’re exploring tax preparation for the first time or ready to strengthen your existing skills, Taxversity helps you build a foundation rooted in knowledge, understanding, and practical application.
Aspiring Tax Professionals
You’re interested in learning tax preparation but aren’t sure where to begin. Taxversity introduces you to individual tax returns, essential tax concepts, and the reasoning behind preparation decisions through structured lessons and guided practice.
No prior tax preparation experience required.
Developing Tax Preparers
You already have some experience preparing returns, but you want to understand more than where to enter information. Taxversity helps you strengthen your tax knowledge, understand why information is reported a certain way, and develop greater confidence in your preparation decisions.
Build understanding beyond software navigation.
Knowing Where to Enter the Numbers Is One Thing. Understanding Why Is Another.
Tax software can guide you through entering information. Becoming a knowledgeable tax preparer requires understanding the tax concepts, reporting decisions, and reasoning behind individual tax returns, so you can recognize opportunities, ask informed questions, and serve clients with greater confidence.
Learn the Why, Not Just the Where
Understand why income, deductions, and credits are reported a certain way, how taxpayer circumstances affect a return, and how asking the right questions can help uncover tax benefits a client may be eligible to claim.
Practice Applying What You Learn
Work through guided exercises and realistic tax scenarios that help you connect tax concepts to preparation decisions and recognize when additional information may be needed.
What You’ll Learn Inside Taxversity
Six comprehensive modules designed to take you from foundational tax knowledge to practical application, with an emphasis on understanding the reasoning behind individual tax preparation.
Tax Foundations
Learn essential tax terminology, filing statuses, dependents, and the fundamental concepts behind individual tax preparation.
Individual Tax Returns
Understand Form 1040, common income documents, and how information flows through an individual tax return.
Credits & Deductions
Explore common tax credits and deductions, eligibility requirements, and how to identify applicable tax benefits.
Schedule C & Self-Employed Clients
Learn how self-employment income and business expenses are reported, including the fundamentals of Schedule C.
Due Diligence & Compliance
Understand preparer responsibilities, documentation requirements, and the importance of accurate, compliant tax preparation.
Taxversity Practice Lab™
Apply your knowledge through realistic client scenarios, practice returns, error identification, and readiness assessments.
Learn the Concepts. Apply the Knowledge. Build Professional Confidence.
How Taxversity Works
Enroll & Access Your Student Portal
Beginning November 23, 2026, enrollment and student portal access open together. Once enrolled, you’ll have access to all six learning modules and course resources.
Learn at Your Own Pace
Work through the lessons, complete guided exercises, and use downloadable worksheets to reinforce your understanding of individual tax preparation.
Add Live Teaching When It Fits
Four live teaching sessions are scheduled in December (1, 8, 15, and 29, with a holiday break on December 22), with replays added to the portal after each one. You can enroll anytime and learn at your own pace.
Your Next Step Starts Here.
Join the Taxversity interest list to receive enrollment updates, course details, and a reminder when registration opens.
Taxversity is an educational program. Results vary, and Taxversity does not guarantee income, clients, employment, business success, or specific tax savings. Preparing returns for compensation may require credentials or registrations, such as an IRS PTIN, depending on where you live and the services you offer.