TaxBiz: Step-by-Step Blueprint to Start & Run a Successful Digital Tax Biz

TaxBiz Course

Start, Grow, and Scale a successful Digital Tax Business.

About the Course

The TaxBiz course covers everything from the fundamental knowledge needed to file your first form to the marketing skills you need to start and market a profitable tax preparation business.  In this course, you will learn tax form foundational concepts, the specifics of business forms and their accompanying schedules, and marketing skills. In addition to practical content, you will have access to resources that provide you with hands on practice. Since TaxBiz is a certified provider through the IRS, you also have the opportunity to earn various designations to indicate your authority as a tax preparer.

Why the TaxBiz course?

Comprehensive Skills Training

The course teaches Forms 1065, 1120, 1120S, and 1040 as well as all of the schedules that affect each of the primary forms. These lessons walk you step-by-step through the knowledge necessary for filing each form and provide demos and exercises to demonstrate comprehension.

Tactical Marketing Lessons

Lessons tailored specifically for starting a tax preparation business AND adding tax preparation to your current business offerings. These lessons include everything from how to strike up conversations with potential clients to closing the deal by the end of a consultation.

Resource Library

Within the course are research projects to replicate real life scenarios for practice and experience. The Resource Library includes checklists, templates, and recommended tools and tech so that you can hit the ground running. Prior year preparation skills are available also as a resource for filing historical returns.

Continuing Education

We are a certified CE provider through the IRS. Our current CE offerings include the AFTR program so that you can become a registered tax preparer, as well as the FTLU course for already credentialed tax preparers. Additional CE courses are provided for you to be able to meet the IRS registration and continuing education requirements.

Community of Tax Preparers

In our exclusive, TaxBiz members-only community, you will find encouragement, accountability, and practical help and advice. Once you join this community, you will immediately be surrounded by the best and brightest tax preparers.

Listing on Tax Preparers' Directory

As a TaxBiz member, you can create a profile for the Tax Preparer's directory. This listing functions as a source of leads with marketing from the TaxBiz team that brings prospects to you!

TaxBiz by logo


1 Time Enrollment


then just $49/month

Enrollment in 12 Installments


then just $49/month

TaxBiz by

3011 Sutton Gate Drive
Suite 210
Suwanee, GA 30024

Tel. (888)TAX-BIZ8
Email: [email protected]