Classes › Tax Preparation

Tax Preparation Professional Bootcamp

Master individual and small-business tax prep—from intake to e-file—with workflows used by top BlueLink offices.

★★★★★ (4.5 · 2 reviews)
5 Enrolled 6 Lectures
Shmuel Eagle

Shmuel Eagle

Instructor

Tax Preparation Professional Bootcamp

What Will You Learn

  • Prepare accurate individual returns (Form 1040) with schedules
  • Run compliant client intake and due-diligence workflows
  • Identify common Schedule C and self-employment scenarios
  • Apply quality-review steps before transmission

About This Class

This flagship bootcamp walks you through every stage of professional tax preparation: client intake, due diligence, form selection, quality review, and e-filing best practices. Built for new preparers and office managers who want a repeatable, compliant process.

Includes real-world checklists, Drake Software tips, and exam-style quizzes after key modules.

Requirements
  • Basic computer skills and internet access
  • Familiarity with tax terminology (helpful, not required)
  • Willingness to complete section quizzes

Frequently Asked Questions

How long do I have access?
You retain lifetime access to course materials after enrollment, including future minor updates.
Is this course IRS-approved CE?
This course focuses on practical office training. Check with your CE provider for credit eligibility.
Do I need tax software?
Lessons reference Drake Software workflows, but concepts apply to most professional tax packages.
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Meet Your Instructors

Shmuel Eagle

Shmuel Eagle

Lead Tax Instructor

Co-founder of BlueLink with 15+ years in tax preparation and office management.

Junior Bien-Aime

Junior Bien-Aime

Tax Training Specialist

Tax compliance expert and trainer helping offices build profitable practices.

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