Free Online Course

2026 Tax Training

The definitive step-by-step roadmap to transform aspiring preparers into fully compliant, business-ready tax professionals.

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Course Overview

The 2026 Tax Training course is a comprehensive, step-by-step roadmap designed to transform aspiring preparers into fully compliant, business-ready tax professionals. Through practical modules covering IRS due diligence, software execution, and filing mechanics, students master the essential skills needed to prepare accurate individual and small business returns. Beyond core tax law, the program integrates modern bank product offerings and strict FTC data security practices, equipping you to run a profitable, client-focused financial firm. Whether launching a new venture or scaling an existing setup, this course delivers the end-to-end blueprint required to operate with confidence.

Zero-to-Hero Curriculum
No prior finance or accounting background required — master tax prep from the ground up.
Hands-On Software Training
Practical, line-by-line preparation techniques using real-world software workflows.
Bank Product Revenue
Learn to offer tax refund advances and take client prep fees directly out of their tax refunds.
Turnkey Business Blueprint
Operational roadmaps to register, structure, and market your independent tax firm efficiently.
This Course Includes

Everything You Need to Succeed

Access on Multiple Devices
30 Video Lessons
Full Lifetime Access
Course Curriculum

8 Modules · 30 Lessons

A guided journey from foundations to full firm operations — engineered by Dr. Misha Milam.

I
I

What It Means to Be a Professional Tax Preparer

Overview of Tax Preparer Role
Skills Needed as a Tax Pro
Your Credentials
IRS Resources
Operating as a Tax Professional
II
II

Ethics, Due Diligence & Compliance

Understanding Ethics
IRS Due Diligence Requirements
Penalties for Non-Compliance
III
III

The Intake Process

The Intake Process
IRS Due Diligence Requirements
Penalties for Non-Compliance
Understanding Ethics
Conducting Effective Interviews
The IP PIN
IV
IV

Filing Status and Identifying Dependents

Filing Status Options
Rules for Dependents
V
V

Income Types & Reporting

Taxable vs Non-Taxable Income
Income Types by Form
Income from Businesses
VI
VI

Credits, Deductions & Adjustments to Income

Standard vs Itemized Deduction
Adjustments to Income
Understanding Tax Credits
Common Business Deductions
VII
VII

Bank Products, Refund Advances & E-filing

Overview of Refund Transfer Products
Offering Refund Advances to Clients
E-filing: Process, Best Practices & Troubleshooting
VIII
VIII

Data Security & Privacy

IRS Data Security Requirements
100% Free · Lifetime Access

Start your tax career today — for free.

Join thousands of aspiring tax professionals trained by Dr. Misha Milam. Get the curriculum, software training, and business blueprint to launch a profitable tax firm — no prior accounting experience required.

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8
Modules
30
Video Lessons
IRS Compliant
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An Institution of Tax Excellence

Founded by Dr. Misha Milam. Providing strategic financial solutions and real-world training to help individuals and businesses grow and achieve lasting wealth.

Contact & Connect
  • Email: contact@tafsbusinesssoftware.com
  • Offices: Los Angeles, California USA
© 2026 TAFS Partners. All rights reserved. Dr. Misha Milam.
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