What You Actually Need to Prepare Taxes for Money
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Course 12 · 18 lesson outlines
Build a Tax Preparation Side Hustle With AI
Show agents how to explore a legitimate tax preparation business while respecting IRS requirements, state rules, data security, professional boundaries, and taxpayer privacy.
Florida and Multistate Disclosure
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PTIN Setup
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Should You Complete the Annual Filing Season Program
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EFIN and Electronic Filing
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Protect Taxpayer Data
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Rules for Using AI With Tax Information
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Build the Tax Preparation Business Plan
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Pick a Niche That Supports Real Estate
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Build a Client Intake System
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Use AI to Organize the Work
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Missing Document Follow Up
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Use the Tax Business to Build Relationships
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Investor and Landlord Tax Clients
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Tax Client to Real Estate Opportunity
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Create a Tax Preparation Marketing Plan
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Build the Tax Preparation AI Project
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Course Completion Checklist
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