US Tax Preparer
Real portfolio pieces built during the course, not a certificate for its own sake. Each one is work you can show.
- Credit due diligence recordThe checks behind a head of household and earned income credit claim: the questions, the answers, the residency test, and what was and wasn't claimed.
- Return workpaperA server's 2026 return worked line by line with the new tips deduction, the tax by bracket, the refund, and what the deduction was worth.
- Self-employment income noteApp income a client wanted left off, reported properly: the profit, the self-employment tax, the income tax effect, and the conversation.
- Office week noteA short note to the owner on the week: returns filed and rejected, credit checks, security, and the plan for the April deadline.
What you'll learn
Course content · 7 modules, 20 lessons
Sign up to unlock every lesson - the titles below show exactly what is inside.
What the job is, how a return works, and filing status and dependants.
Requirements
- No prior experience in this field is required to start.
- A computer with a reliable internet connection.
- Comfortable using a web browser - no software to install.
Description
Every CertClue course follows the same seven-part shape: fundamentals, the role translated out of job-posting language, a real working day, the job's recurring rhythms, a multi-day simulation, the portfolio you build along the way, and a handoff into your next move. Here is what that looks like for tax preparer.
Who this course is for
Anyone aiming to become a tax preparer, including career changers with no background in it yet. This is the entry rung of a realistic ladder:
Prepares individual federal returns in the filing season, accurately and with the checks the IRS requires.
Licensed by the IRS to represent taxpayers, and prepares more complex returns year-round.
Runs a tax practice: its preparers, its quality and its duties to clients and the IRS.
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