Professional Tax Preparer Certification 2026-2027
Your next chapter can start here. Learn tax preparation with clear lessons, real tax forms, and mock client returns. Complete the required lessons and pass the assessments to earn your Loyalty Tax Prep Professional Tax Preparer Certification—whether your goal is to join a firm or start your own tax business.
Format
Online
Course
Pace
Self-paced
Author
Ataje Anderson
Video
8 hours 41 minutes
Textbook
233-page guide
Practice
4 mock returns
About the course
Start with the basics and learn federal tax preparation through clear explanations, tax-form visuals, and realistic examples. You'll practice asking good client questions, checking documents, and applying the rules for filing status, dependents, income, deductions, and credits.
The video lessons, printable 233-page textbook, quick checks, and quizzes follow the same path. Review a concept in the book, see it on screen, practice it on a fictional client return, and check what you retained.
Your next step is your choice. Whether you're a single mom balancing family and work, adding tax preparation to your services, preparing to join a firm, or planning to start your own tax business, you can build these skills at your own pace. Learn professional habits, practice with mock clients, and explore ways to find and serve clients. Complete the required lessons and pass the assessments to earn your Loyalty Tax Prep Professional Tax Preparer Certification. Joining Loyalty Tax Prep is optional.
The video lessons, printable 233-page textbook, quick checks, and quizzes follow the same path. Review a concept in the book, see it on screen, practice it on a fictional client return, and check what you retained.
Your next step is your choice. Whether you're a single mom balancing family and work, adding tax preparation to your services, preparing to join a firm, or planning to start your own tax business, you can build these skills at your own pace. Learn professional habits, practice with mock clients, and explore ways to find and serve clients. Complete the required lessons and pass the assessments to earn your Loyalty Tax Prep Professional Tax Preparer Certification. Joining Loyalty Tax Prep is optional.
Learn by doing
See the form, follow a worked example, then apply the idea to a fictional client return. Short checks help you catch misunderstandings before the next lesson.
Everything works together
The video lessons, printable textbook, form visuals, key takeaways, and quizzes teach the same concepts in the same order. Revisit a hard topic without trying to connect conflicting materials.
Your career, your choice
Build skills for work with a tax firm or for your own business. Joining Loyalty Tax Prep is optional, and the TaxSlayer software practice path is an extra—not a requirement for everyone.
Course Lessons
Ataje Anderson
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