Choose the next useful commitment

You now know enough to avoid a blind purchase. Your next step depends on the setting you chose. An employment route calls for current job research, training questions, and applications. An independent route calls for a longer compliance, security, software, budget, and e-file plan before taking client data.

A practical 30-day schedule

During week one, compare the routes and verify your federal and state requirements. During week two, choose a training plan and speak with people doing the work. During week three, study a simple individual-return workflow and practice with fictional cases. During week four, decide whether to apply for supervised roles, continue training, or begin the separate work of planning a firm.

  • Keep a source log for rules, fees, dates, and official links.
  • Do not accept taxpayer documents until you have a secure process and proper supervision or firm setup.
  • Set a decision date. A course should help you decide and act, not keep you browsing forever.

Where Free Tax School fits

The private Tax Preparer Launch Bootcamp is built in the Free Tax School classroom with lessons, graded quizzes, a capstone, an assigned completion-only certificate, and the 13-workbook Practice Launch Kit. Enrollment remains closed pending checkout, a scalable non-California eligibility control, and a full new-learner run on desktop and mobile. The separate Build Your Tax Practice in 5 Days email course is available now for people who already understand the preparation side and want a sensible client-growth plan.

The Bootcamp certificate records completed training only. It is not a license, an IRS credential, continuing-education credit, or a promise of work.

Do this today

  1. Choose one route and one training decision to make this month.
  2. Put the four weekly actions on your calendar.
  3. Save your official-source log where you can update it before each filing season.
  4. If you may open a practice, take the free growth course before buying software or advertising.

Sources

Course complete

You finished the starter course. Keep this email as your 30-day checklist.

Build a Practice Growth Plan Get the Five Emails
Free. No credit card. Unsubscribe anytime.