TAX ACADEMY — Concept Preview
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Online Career-Focused Training

Learn Tax Preparation. Build a Career.

A structured pathway from your first return to owning your own tax business — over 20 years ago, one Honolulu tax office made a promise: do right by people. Four employees, zero tax experience, today all four business owners. That's the track record.

Phase 1

Tax Preparer Readiness

The 90-day program that gets you office-ready — not just tax-law-ready.
$499 one-time
  • Form 1040 preparation, start to finish
  • Real tax software workflow
  • Client intake & document review
  • Professional ethics & office readiness
  • Certificate of Completion
Career Track
Phase 2

Advanced Tax Business

For graduates ready to go independent — the business side of tax prep.
$2,499 one-time
  • LLC formation & EFIN/PTIN setup
  • Pricing & client acquisition
  • Running & scaling your own office
  • Advanced Business Certificate
Unlocks after Phase 1 + 1 tax season of experience

Your Career Pathway

Every step leads to the next one — nothing here is a dead end.

1
Complete the
90-Day Program
2
Gain real
tax-season experience
3
Enroll in the
Advanced Program
4
Own your
tax business
app.taxacademy.com/dashboard
Dashboard My Program Certificates Career Resources Messages Profile

Welcome back, Malia

Phase 1 · Week 5
M
Tax Preparer Readiness Program

You're making great progress

58%

Continue where you left off

✓
Module 3 — Client Intake & Document Review
Completed
▸
Module 4 — Preparing Form 1040 Returns
In progress
5
Module 5 — Tax Credits & Deductions
Locked
6
Module 6 — Professional Ethics
Locked

Up next

Module 4 QuizDue Fri
Practice Return #2Due Mon
New: Resume TemplateNew
🎓

Certificate of Completion

Unlocks automatically once all modules and your final exam are complete.

app.taxacademy.com/learn/module-4
Module 4 · Form 1040
✓
4.1 Filing Status Basics
✓
4.2 Income & W-2s
▸
4.3 Deductions Walkthrough
4
4.4 Software: Data Entry
5
4.5 Reviewing the Return
Module 5 · Credits
1
5.1 Earned Income Credit
2
5.2 Child Tax Credit
▶
4.3 · Deductions Walkthrough — 8:42
Module 4 · Preparing Form 1040 Returns

Deductions Walkthrough

Follow along in TaxSlayer as we walk through standard vs. itemized deductions on a real practice return — the same decisions you'll make with an actual client.

Overview
Resources
Quiz (3 questions)
Discussion
admin.taxacademy.com/students
Overview Students Cohorts Messages Certificates Revenue

Students

247 total enrolled
Active Students
211
+14 this week
Avg. Completion
62%
Phase 1 cohort
Certificates Issued
89
+6 this week
Phase 2 Conversion
21%
of Phase 1 grads

Student Progress

StudentProgramProgressLast ActiveStatus
MK
Malia K.
Phase 158%TodayActive
JR
Jordan R.
Phase 290%TodayActive
TS
Tina S.
Phase 112%9 days agoAt Risk
AL
Alika L.
Phase 13%1 day agoNew
DP
Daniel P.
Phase 174%2 days agoActive

Recent Messages

TS
Tina S.
"Can I get an extension on the Module 2 quiz?"
JR
Jordan R.
"Finished my practice return — ready for Phase 2?"
AL
Alika L.
"Having trouble logging into TaxSlayer."
DP
Daniel P.
"Question about the EFIN process for Phase 2."
app.taxacademy.com/certificate/preview
TAX ACADEMY
Certificate of Completion

Tax Preparer Readiness Program

This certifies that
Malia Kahale
has successfully completed the 90-Day Tax Preparer Readiness Program, demonstrating proficiency in individual tax return preparation, client intake, tax software workflow, and professional office readiness.
July 22, 2026
Date Issued
TAX
ACADEMY
★
N. [Founder]
Program Director
Certificate No. TA-2026-04471 · Verify at taxacademy.com/verify