The Solo Tax Pro System

• Why tax prep is the most overlooked side hustle
• How much money you can realistically earn (even part-time)
• PTIN, EFIN, and how to legally operate a tax business
• Virtual office vs physical location — what works best for you
   

• IRS basics explained in plain language
• Walkthrough of the 1040, W-2, 1099, and key forms
• Common deductions & credits 
• Live example: How to complete a basic return using software

• Tax Software
• Setting up your virtual office (home-based) 
• Collecting client docs securely
• E-signatures, scheduling & getting paid online

• How to find your first 10 clients
• Pricing your services
• Branding basics + content that attracts clients
• Compliance checklist: What to do after training

All attendees will receive access to free tax preparer certification through our trusted vendor — a $200+ value, at no cost to you.

✅ Includes:

• Tax Pro Starter Checklist 
• Client Intake Form Template 
• Quick Reference Guide (Forms + Deductions) 
• Business Launch Workbook
• Tax Software Demo Access