Tax Pro Academy

Tax 101

Train as a professional tax preparer, one lesson at a time.

Tax 101: Professional Tax Preparer Course is an online course from Tax Pro Academy: 40 lessons of video, reading and quizzes, and a certificate when you pass. Apply, get approved by the office, then learn on your phone or computer.

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  • 9 units
  • 25 video lessons, about 1.8 hours
  • Certificate on completion
A tax preparer at a tidy office desk, smiling at the camera (illustrative photo)
Course outlineLessons
  1. 1What It Means to Be a Professional Tax Preparer8
  2. 2Ethics, Due Diligence, and Compliance6
  3. 3The Intake Process: Interviewing & Document Gathering6
  4. 4Determining Filing Status and Identifying Dependents4
  5. 5Income Types: What’s Taxable & What’s Not4
  6. 6Credits, Deductions & Adjustments to Income5
  7. 7Bank Products, Refund Advances & E-filing4
  8. 8Data Security, Privacy & Protecting Client Information2
  9. 9Test Your Knowledge1
Total lessons40

The course, unit by unit

40 lessons in 9 units, from what the job involves to protecting client data, ending with a final test of your knowledge. This list comes straight from the course itself.

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How it works

From application to certificate, every step happens online. The office stays involved from the first day to the last.

A tax preparer meeting with two clients across a desk (illustrative photo)

  1. Apply

    Fill in a short form with your name, email and phone, and choose a password.

  2. Get approved

    The office reviews every application. You get an email as soon as yours is approved.

  3. Learn

    Watch the video lessons, read the course documents and take the unit quizzes. Your place is saved on any device.

  4. Pass and certify

    Pass every quiz with 70% or more and download your certificate.

  5. Next step

    When you finish, your course page shows the next step with the office.

What is included

Everything below is part of the course today. There is nothing to install.

Paper forms, a calculator, a pen and a laptop on a wooden desk (illustrative photo)
  • 25 video lessonsAbout 1.8 hours in total. Watch on a phone, tablet or computer and pick up where you stopped.
  • 11 quizzesUnit quizzes and a final test of your knowledge. Pass mark 70%; retake a quiz and your best score counts.
  • 2 reference documentsRead them in the course or download them to keep.
  • 2 practical tasksShort assignments you complete outside the course and check off.
  • Certificate of completionA PDF with your name and a code anyone can check on this site.
  • Your progress in one placeSee every unit, what is done and what comes next.

Questions

Something else? Write to hello@getbyrdai.com.

A small tax office with neatly labeled file folders on shelves (illustrative photo)
How do I get access to the course?

Apply with your name, email and phone. The office reviews each application, and you get an email when yours is approved. Until then you can log in, but the lessons stay closed.

How long is the course?

40 lessons in 9 units, with about 1.8 hours of video. You go at your own pace and your progress is saved.

Can I study on my phone?

Yes. The lessons and quizzes work in the browser on a phone, tablet or computer. Log in on any device and continue where you stopped.

Can I choose the order of the lessons?

Yes. Every lesson is open once your account is active. The course page suggests what to do next.

What do I need to pass?

Pass every quiz with 70% or more. You can retake quizzes and your best score counts.

What do I get at the end?

A certificate of completion with your name, the course title and the date, as a page and a PDF. Each certificate has a code that can be checked on this site.

Apply for Tax 101

The office reviews every application and answers by email.

Apply now Student log in