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How to Become a Tax Preparer Online with TaxBiz

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Have you been longing for a career you can do from home and make full-time pay with part-time hours? One that fits well into your family's life without sapping all your energy? Are you good with numbers? Do you delight in helping people? Can you devote some intense time to your business for four months each year, if it means less work for the remaining eight?

If you answered yes to most of these questions, I've got another one for you.

Did you know that you can become a tax preparer online? Yes, it’s true -and the Anywhere and Anytime Careers team is here to show you how to learn to be a tax preparer!

Today, we're exploring Ben Robinson’s re-imagined TaxBiz course. We'll go over the basics of how TaxBiz can provide you with everything you need to know to learn how to prepare taxes for businesses – and earn a good income doing it. We'll show you why it stands out among online tax preparation courses and offers exceptional value.

What Does a Tax Preparer Do?

You probably already know that most tax preparers prepare, file, or assist with general tax forms.

But beyond these basic services, a tax preparer can also defend a taxpayer with the IRS (Internal Revenue Service). This also includes audits and tax court issues. However, the extent of what a tax preparer can do is based on their credentials and whether they have representation rights.

In a way, tax preparers serve two masters – their clients and the IRS. They must assist their clients in complying with the state and federal tax codes and also minimize the client’s tax burden. That means that while they are hired by their clients, they always have to remember their obligation to the IRS and not break any laws or help others file a fraudulent return.

So it's not enough just to learn how to do taxes online. In order to succeed, you need to know the rules, how to research, and have support to rely on if you get stuck.

And that's where TaxBiz comes in.

Each lesson offers the choice of video, transcript, or audio.

How Will TaxBiz Help Me Become a Tax Preparer Online?

TaxBiz, from the creator of Bookkeeper Launch, is a comprehensive tax preparation course that covers all the basics. Then it goes above and beyond.

TaxBiz offers skills that will help you create a successful business on your terms. It also has a resource library that brings all the important tools you'll need together in one place. And that’s not all. TaxBiz students also have access to a private Facebook group. This gives you the chance to chat with other students and give and receive encouragement when needed. You can also bring the problems you encounter with clients' returns to this group. The more experienced members are very happy to help you get things sorted. It's like a big happy family of tax professionals, and it's there to help you learn tax preparation from professionals already earning a good living in the field!

What’s Inside the Course?  

First Things First

The Tax Skills module begins with a ‘Start Here' section. This is where Ben Robinson introduces the course and gives you a tour around the student interface. Next, he shares study hacks. These aren't run-of-the-mill, and can really help you save time and energy.

The goal is to give you these resources right away, so you have them as you work on changing your life.

All the course material is offered in three formats: video, audio, and a written transcript. This means you can access the lessons in different ways, depending on where you are or what works best for you. So you could listen in the car or while taking your dog for a walk, then read or watch the same lesson again later, after the kids are in bed.

A portion of the menu for the Tax skills in the TaxBiz course.

Build a Strong Foundation

After you get to know TaxBiz and the study hacks, you get foundation lessons. These are the things you really need to know to become a tax preparer online. The lessons in this section give you a solid base for the learning you’ll do in the rest of the course. This way, you can build strong skills right from the beginning.

You'll start your journey to become a tax preparer online with the Compliance section. This 7-lesson block walks you through the steps to become IRS compliant. It also gives you a birds-eye tour of the IRS website and introduces you to some important tax regulations you'll need to know.

The next batch of lessons make up the Basics section. This one is chock-full of all the essential elements of tax business. From understanding various types of deductions to accounting methods and balance sheets, you're covered.

Become a tax preparer online. Introduction Image for the Basics section of the course.
Putting the Basics in order.

Create a Solid Structure

The rest of the sections cover more advanced material. You'll learn about specific tax forms and how to conduct tax research. You'll also cover estimates and advising clients to avoid tax surprises. These will help you offer higher-level services your clients really want and will pay well for. There are even some extras to smooth your path.

Want to read the complete TaxBiz syllabus?

Hanging Your Virtual Shingle

All of this will set you up well to become a tax preparation professional. Of course, none of that will do you any good if no one knows you’re in business. And that’s where the Marketing section comes in.

Here, you’ll get lessons on leadership and managing money as a business owner. You'll also learn how to market effectively at no cost to you. And there's more, too. You'll learn why it's important to network, choose a niche, and work with referral partners,too.

Even if you’re an introvert who isn’t into marketing, Ben and his team can help you find your path. Whatever your marketing budget (yes, even if it’s nothing!), you'll get solid tactics to help you grow.

The introductory video screen for the Money U section of the Marketing section of the TaxBiz course, which will help you become a tax preparer online.
The introductory video screen for the Money U module in the Marketing section.

What Do I Need to Invest for TaxBiz?

The Dollars and Sense of TaxBiz

TaxBiz is an investment that can pay for itself in a matter of months, but you have to be prepared to put in the work – and then put the work into practice.

The financial investment to become a tax preparer online with TaxBiz is a one-time payment of $2995, or you can choose 12 monthly instalments of $295 (occasionally, you can catch the 12-pay plan on sale for $245/month).

After the first year, you'll pay $49/month (actually $37/month if you join now). This additional fee covers the annual update to the Tax Skills section so that you’ll always be up to date on the current tax year’s forms. You also get updated continuing education credit opportunities every year and ongoing access to the TaxBiz online community.

You can choose whichever payment plan best suits your budget.

TaxBiz membership includes access to past years' tax forms, so you can help clients with any unresolved issues.

Just The FAQs: Becoming a Tax Preparer Online with TaxBiz

Here's just one entry from the TaxBiz FAQs page:

The cost of the program seems like alot of money, why should I purchase TaxBiz?

It absolutely is, but there is one IMPORTANT distinction that you need to make. You need to see this as an INVESTMENT in YOURSELF, not a cost.     

A cost is something that you spend once and you never see that money again. An investment is something where you invest some of your resources (time, money, energy) and you expect to get much more back in return.      

That will only happen if you’re willing to put something in, and work toward reaping the rewards of your investment. We show you the path and give you everything you need to succeed. But you need to take the steps.      

You need to invest the time, energy and the financial resources so that you can create the lifestyle that will give you freedom and flexibility.

So What's the Return on Investment?

Well, you could pay over $19,000 for a two-year accounting degree, and still not know all the basics of how to run a tax preparation business online. More, you would need to follow the schedule and requirements of the college where you studied

By contrast, with TaxBiz, you can have paying clients you love and a strong support network as you earn back your investment. And you can do this in just 90 days!

Plus you get three great bonuses, too!

  • Bonus #1: LinkedIn® Success for Tax Pros
  • Bonus #2: 1-Year Listing on TaxPreparers.com
  • Bonus #3: 1-Year QuickBooks Online Access

Only you can say for certain if it’s the right investment for you. However, Robin has interviewed Ben, as well as several of his past students. Our team has also reviewed his Bookkeeper Launch course through three iterations. We've also had the chance to look deep inside TaxBiz, so we know the quality of this course.

After all this exploration, it’s our opinion that if you’d like to become a tax preparer online, Ben Robinson’s TaxBiz is an economical, thorough way to get there.

When you invest in TaxBiz, you get many additional resources to help your business thrive.

Conclusion: Are YOU Ready To Become a Tax Preparer Online With TaxBiz?

In this beginner's review, we've given you some basic information about TaxBiz and why we think it's a great way to learn to become a tax preparer online. Ready to learn more? We've done an in-depth TaxBiz review, too.

In the boxes on this post, you'll also find interviews with graduates and with course creator Ben Robinson. Here at Anywhere and Anytime Careers, we want you to have all the information you need to make the best decisions for your needs. So we go deep into the courses we suggest and find out how they translate to successful careers.

Do you still have questions about whether TaxBiz is the best way for you to learn to become a tax preparer online? Bring them to us and we'll help you find answers!

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