How to Become a Tax Preparer Online with TaxBiz!

**There may be affiliate links included in the following post which means I may make a small commission if you choose to make a purchase through any of these links. You pay the same either way, so it is a win-win situation! You can read the full disclosure here.**

TaxBiz logo.

Did you know that you can become a tax preparer online? It’s true. While there are other options, I highly recommend Ben Robinson’s re-imagined TaxBiz course.  

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 own terms. Plus, there is a resource library that gathers all the important tools together in one place. And that’s not all. All students have access to a private Facebook group that adds to the experience.

What’s Inside the Course?  

First Things First

Tax Skills begins with a ‘Start Here' section, where Ben introduces the course and gives you a tour. Next, he shares study hacks (which are pretty good ones if I say so myself), so you can make the most of your time and energy. You can use those resources as you work on changing your life.

All material is provided in a video, an audio file, and a transcript. This means you can access the material in different ways, depending on circumstance or what works best for you.

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

Build a Strong Foundation

After your introduction to TaxBiz, you get foundation lessons. These are the things you really need to know to become a tax preparer online. The lessons in this section provide a stable structure for the learning you’ll do further on in the course. This way, you will build solid skills right from the beginning.

You’ll begin your journey to become a tax preparer online with Compliance. 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.

The next 17 lessons make up the Basics section. This one is chock-full of all the essential elements of a 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 remaining 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.

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, network, choose a niche, work with referral partners, and more.

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.

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 to Become a Tax Preparer Online?

The Dollars and Sense

TaxBiz is an investment that can pay for itself in a matter of months. But you have to be willing to take action and invest your time and energy into the process.

In other words, no one can do this for you. 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 installments of $295. (Occasionally the 12-pay plan is on sale for $245/month.) You can choose whichever payment plan best suits your budget. It is now available in Store. (Just scroll to the bottom of the page to find it.)

Return on Investment

Is it worth it? Only you can say for certain if it’s the right investment for you. However, I’ve interviewed Ben, as well as several of his past students. I’ve reviewed his Bookkeeper Launch course through three iterations. I’ve also had the chance to look inside TaxBiz and assess some of the lessons.

It’s my opinion that if you’d like to become a tax preparer online, Ben Robinson’s TaxBiz is an excellent choice.

Well, what do you think? Is it for you? If so…. Just scroll to the bottom of this page to join!

Related Posts

Leave a Comment

Your email address will not be published. Required fields are marked *