Are you ready to dive into the world of tax preparation and start earning while

you learn?

Introducing the Stork Package: Earn & Learn Package Your exclusive opportunity to gain hands-on experience, earn money, and build a successful career in tax preparation.

Are you ready to dive into the world of tax prep and start earning while

you learn?

Introducing our Earn & Learn Package

Your exclusive opportunity to gain hands-on experience, earn money, and build a successful career in tax preparation.

Are you ready

to dive into the world of tax preparation and start earning while

you learn?

Introducing the Stork Package:

Earn & Learn Package

Your exclusive opportunity to gain hands-on experience, earn money, and build a successful career in tax preparation.

Unlock Your Future in Tax Preparation with Our

Earn & Learn Tax Package

Unlock Your Future in

Tax Preparation with Our

Earn & Learn Tax Package

Why Choose the Earn & Learn Tax Package?

Why Choose the

Earn & Learn Tax Package?

Hands-On Experience

Get practical experience in tax law, tax preparation, and the operations of a tax firm. Learn by doing and build the confidence you need to succeed.

No EFIN Required

Starting is simple with just a PTIN. We've made it easy and accessible for you to jumpstart your career.

Earn While You Learn


Benefit from an 80/20 revenue share (You get the 80%) ensuring you earn money while gaining valuable experience. Our package is designed to be both affordable and profitable for beginners.

Hands-On Experience

Get practical experience in tax law, tax preparation, and the operations of a tax firm. Learn by doing and build the confidence you need to succeed.

No EFIN Required

Starting is simple with just a PTIN. We've made it easy and accessible for you to jumpstart your career.

Earn While You Learn


Benefit from an 80/20 split fee, ensuring you earn money while gaining valuable experience. Our package is designed to be both affordable and profitable for beginners.

Comprehensive Learning


Our package covers everything you need to know about tax preparation and running a tax firm, providing you with the knowledge and skills to thrive in the industry.

Support & Guidance


Access ongoing support from experienced tax professionals. Join a community of learners and receive guidance and mentorship throughout your journey.

Sign Up for the Stork Package: Earn & Learn Program Today and Jumpstart Your Tax Career in Just Weeks!!!

Comprehensive Learning

Our package covers everything you need to know about tax preparation and running a tax firm, providing you with the knowledge and skills to thrive in the industry.

Support & Guidance


Access ongoing support from experienced tax professionals. Join a community of learners and receive guidance and mentorship throughout your journey.

Introducing our Earn and Learn Tax Package

An exclusive opportunity for aspiring tax professionals to gain hands-on experience while

An exclusive opportunity for aspiring tax professionals to gain hands-on experience while earning money.

No EFIN is required – only a PTIN is necessary to get started!

Sign Up For The Stork Package: Earn & Learn Program Today And Jumpstart Your Tax Career In Just Weeks!!!

Who Is This Program For?

Who Is This Program For?

  • Ideal for those who are new to the field and eager to start a career in tax preparation.

  • Perfect for individuals who are in the process of getting their EFIN approved or facing challenges obtaining one.

  • Those who want hands-on experience in tax law, tax preparation, and operating a tax firm.

  • Individuals looking for a cost-effective way to start their journey in the tax industry without needing an EFIN.

  • Professionals from other fields looking to switch to a lucrative and stable career in tax preparation.

  • Students who have recently completed their studies in accounting or related fields and are looking to gain practical experience.

  • Individuals seeking flexible, home-based work that allows them to balance professional growth with family responsibilities.

  • Those with a passion for starting their own business in the tax preparation industry.

  • Individuals looking for a part-time job that can supplement their income while providing valuable skills.

  • Retired professionals who want to stay active and engaged in the workforce with a part-time or seasonal job.

  • Ideal for those who are new to the field and eager to start a career in tax preparation.

  • Perfect for individuals who are in the process of getting their EFIN approved or facing challenges obtaining one.

  • Those who want hands-on experience in tax law, tax preparation, and operating a tax firm.

  • Individuals looking for a cost-effective way to start their journey in the tax industry without needing an EFIN.

  • Professionals from other fields looking to switch to a lucrative and stable career in tax preparation.

  • Students who have recently completed their studies in accounting or related business fields and are looking to gain practical experience.

  • Individuals seeking flexible, home-based work that allows them to balance professional growth with family responsibilities.

  • Those with a passion for starting their own business in the tax preparation industry.

  • Retired professionals who want to stay active and engaged in the workforce with a part-time or seasonal job contractor position.

Our TAX FORMS 101 COURSE is designed to provide you with a thorough understanding of essential tax forms and their applications.


Achieve Tax Expertise with Our Self-Paced, AI-Powered Video Course

and get over 6 hours of videos, 10 Quizzes, 40 Lessons and

a great Bonus Section!!

What's Included In The Tax Course?

Over 6 Hours of Videos

  • Engaging, easy-to-follow video tutorials that break down complex concepts.

  • Learn at your own pace with comprehensive, step-by-step instructions.

10 Quizzes

  • Test your knowledge and reinforce your learning with interactive quizzes.

  • Immediate feedback helps you identify areas for improvement

40 Lessons

  • Detailed lessons covering a wide range of tax forms and scenarios.

  • Build a strong foundation and gain the confidence to handle various tax situations.

Bonus Section

  • Access exclusive content that provides additional insights and tips.

  • Enhance your learning experience with valuable resources and practical advice.

Are You Waiting For Your EFIN To Be Approved or

Can’t Get One For Some Reason?

With our Earn and Learn package, there's no need for an EFIN number to partner with us and start building your tax business right away. This is your chance to dive into the tax industry without the usual barriers, giving you a head start on earning and learning simultaneously.

If you don’t already have an EFIN, Here's How It Works:

You take charge by gathering all the tax documents, preparing the return, and saving it in your professional tax software. With your PTIN and our EFIN, we've got your back! Our compliance team will review each return and the attached documents, ensuring everything is accurate and ready to go. Together, we'll make sure every detail is perfect and your clients are well taken care of.

Features Of The Professional Tax Software You Will Be Using

  • Web-base Pro Tax Software

  • Enhanced Accuracy and Compliance

  • Automatic Back-Up

  • Paperless Office

  • Taxes-To-Go Mobile App

  • Bank Products w/ Tax Advances (loans)

  • Compatible with Mac OS

  • Refund Estimator

  • Unlimited E-Filing

Benefits To Joining Our Earn and Learn Program

Our TAX FORMS 101 COURSE

is designed to provide you with a

thorough understanding of essential tax forms and their applications.


Achieve Tax Expertise with Our Self-Paced, AI-Powered Video Course

and get over 6 hours of videos, 10 Quizzes, 40 Lessons and

a great Bonus Section!!

What's Included?

Over 6 Hours of Videos

  • Engaging, easy-to-follow video tutorials that break down complex concepts.

  • Learn at your own pace with comprehensive, step-by-step instructions.

10 Quizzes

  • Test your knowledge and reinforce your learning with interactive quizzes.

  • Immediate feedback helps you identify areas for improvement

40 Lessons

  • Detailed lessons covering a wide range of tax forms and scenarios.

  • Build a strong foundation and gain the confidence to handle various tax situations.

Bonus Section

  • Access exclusive content that provides additional insights and tips.

  • Enhance your learning experience with valuable resources and practical advice.

Are You Waiting For Your EFIN

To Be Approved or Can’t Get One For Some Reason?

If you choose our Stork Package, you don't have to have an EFIN number to be a partner with us.

If you don’t already have an EFIN, here's how it works:

You gather all the tax documents, prepare the tax return, and then send it to us at ITC Pro Tax Solutions (virtually through the software with the click of a button). Since we own the EFIN and you own the PTIN, our compliance department will review each return and the documents that you attach with the return to ensure accuracy.

After the return has been reviewed, we will submit the return to the IRS after checking it over. This only applies if you bought the Stork Package with just a PTIN. Remember, getting help and being able to work under someone’s EFIN is a big deal and we must all follow the IRS rules.

If we see any misuse or breaking of the rules, we'll have to stop working together.

  • Hands-On Experience: Gain practical experience by working on real tax returns, which helps you build confidence and expertise in tax preparation.

  • Income While You Learn: Earn money as you learn the ropes of tax preparation, allowing you to start generating income right away.

  • No EFIN Required: You can start working as a tax professional without needing to obtain an Electronic Filing Identification Number (EFIN), making it easier to get started.

  • Comprehensive Training: Receive thorough training on basic tax forms and tax preparation processes, giving you a strong foundation in the field.

  • Mentorship and Support: Benefit from unlimited 1:1 mentoring, providing you with guidance and answers to your questions as you learn.

  • Flexible Learning: The program is self-paced and online, allowing you to learn at your own speed and fit the training around your schedule.

  • Professional Development: Enhance your skills and knowledge, positioning yourself for future career growth in the tax industry.

  • Client Offerings: Access the ability to offer tax advances to your clients, adding value to your services.

  • Digital Resources: Utilize fillable forms, contracts, and video lessons that are easy to access and use, helping you learn more effectively.

  • Income Split: YOU KEEP 100% OF THE TAX PREP FEES THAT YOU SET

HOW IT WORKS

STEP 1


Register and Sign client agreement

STEP 2

Take and Complete our Tax Forms 101, Self Paced Tax Course

(The test is not difficult and you can keep re-

taking it until you pass).

STEP 3

With our assistance, set up your Letter of Intent, Set up Direct Deposit Client Intake Forms and Fee Schedules.

(We provide you with FREE Access to a system like Jot-Form)

STEP 4


Set up Direct Deposit

STEP 5


Start Marketing, Preparing taxes and Making Money!!

WHAT YOU NEED TO KNOW

What will I learn in the course?

In this course, you will gain a comprehensive understanding of how to prepare a basic tax return. You'll learn which forms to use and when to use them, ensuring you can confidently navigate the tax preparation process.

What topics are covered in the course?

1. Foundations of Tax Prep

- What is Income Tax?

- Circular 230

- Exploring Moral Questions in Tax Preparation

- Tax Law & Income Types

- PTIN Application

2. Fundamentals of Tax Filing

- Due Diligence

- Filing Status and Dependents

- Tax Credits

- Earned Income Tax Credit (EITC)

- Standard Deduction

- Tax Brackets

- Tax Rates

3. Core Concepts in Tax Prep

- Schedule A

- Schedule B

- Schedule C

- Schedule D

- Schedule E

- Schedule F

4. Advanced Tax Filing Techniques

- Home Office Deductions

- Income Adjustments

- Reporting Partnerships

- Tax Considerations for Gig Workers

- Virtual Currency

- Depreciation

5. Small Business Tax Fundamentals

- Data Breaches

- Customer Service

- Bank Products

- Errors & Omissions (E&O) Insurance

- Tax Preparation Fees

6. Tax Business Marketing

- Identifying Your Target Audience

- Social Media Marketing Strategies

- Leveraging Word of Mouth

- Professional Associations

- Generating Tax Leads

- Creating Your Own Content

7. Tax Audits and Amendments

Handling Tax Office Audits

Responding to Verification Letters

Making Amendments

8. Tax Return Walkthrough

Detailed Walkthrough of Tax Return Process

9. Practice Returns

Sample Practice Returns for Hands-On Learning

10. Bonus Information

Additional Tips and Insights

11. Bonus Excel Sheet Templates

Downloadable Excel Templates for Efficient Tax Preparation

Are there prerequisites or prior knowledge required?

No, this course is designed for beginners.

How long is the course?

8 weeks long. It’s self-paced some students complete it in half the time.

What hours can I log into the course?

The course is self paced digital, meaning you will have 24/7 access to log-in and study

How long will I have access to the course?

Tax laws change each year and sometimes mid year, you will have 12 months of access from the date of purchase.

What happens after I complete the course?

After completing the course, you will have the foundational knowledge and skills needed to prepare basic tax returns. You can start applying these skills by working as an independent tax preparer. You’ll be equipped to offer tax preparation services to clients, helping them file their taxes accurately and efficiently.

What will I use to prepare tax returns?

You will have unlimited access to our user-friendly professional tax software, with the ability to add up to 4 additional users.

Will I receive Continuing Education credits for completing this course?

No, this course does not include CE credits. If you are interested in obtaining CE credits, please choose our Tax Firm Launch Pad package.

Are CE credits a requirement to prepare taxes?

No, CE credits are not required to prepare taxes. This is a PTIN program, where you will be coached and mentored by an experienced tax professional.

Is there a revenue split in this program?

YES, the revenue split is 80/20. You as the tax professional will receive 80% of the tax prep and the remaining 20% goes to the tax company.

What's the point of a Revenue Split?

A revenue split is a way to divide the money earned between a tax preparer and the company they work for. It's designed so that both the tax preparer and the company get a fair share of the profits, helping both to cover their costs and make money. This arrangement is meant to benefit both sides, making sure that both the tax preparer and the company can keep doing business successfully.

I have an EFIN, do I still have to do a revenue split?

NO! If you have an EFIN you do not have to do the revenue split, you will receive 100% of your tax prep fee, doc fee and E-File fee.

What is the refund policy?

Our no refund policy is as follows:

Due to the nature of digital products, All sales are final, and no refunds will be issued once the purchase is completed.

Are there any Supplies and/or Technical Requirements?

Laptop or desktop computer, and a reliable internet access

Is this course instructor led?

No, this course is not instructor-led. It consists of detailed AI-generated videos teaching each tax preparation topic.

What are the learning outcomes for the course?

By the end of this course, you will:

  • Gain a comprehensive understanding of how to prepare a basic tax return.

  • Learn to identify and use the appropriate tax forms for various situations.

  • Develop the ability to accurately calculate and report income, deductions, and credits.

  • Understand the fundamentals of tax laws and regulations.

  • Be able to assist clients with common tax-related questions and issues.

  • Gain confidence in using professional tax software.

  • Acquire practical skills through hands-on practice and real-world scenarios.

  • Be prepared to work as a tax preparer, either independently or within a tax firm.

If I already have an EFIN, can I still register for this course?

YES, EFIN users may enroll in this course to gain general knowledge and will have unlimited use of our professional tax software, but you will not receive any CE credits.

STEP 1


Register and Sign client agreement

STEP 2

Take and Complete our Tax Forms 101, Self Paced Tax Course

(The test is not difficult and you can keep re-

taking it until you pass).

STEP 3

With our assistance, set up your Letter of Intent, Set up Direct Deposit Client Intake Forms and Fee Schedules.

(We provide you with FREE Access to a system like Jot-Form)

STEP 4


Set up Direct Deposit

STEP 5


Start Marketing, Preparing taxes and Making Money!!

HOW IT WORKS

STEP 1


Sign client agreement

STEP 2

Take, Complete and Pass our Tax Forms 101, Self Paced Tax Course

(The test is not difficult and you can keep re-taking it until you pass).

STEP 3

With our assistance, set up your Letter of Intent, Set up Direct Deposit Client Intake Forms and Fee Schedules.

(We provide you with FREE Access to a system like Jot-Form)

STEP 4


Set up Direct Deposit

STEP 5


Start Marketing, Preparing taxes and Making Money!!

WHAT YOU NEED TO KNOW

What will I learn in the course?

In this course, you will gain a comprehensive understanding of how to prepare a basic tax return. You'll learn which forms to use and when to use them, ensuring you can confidently navigate the tax preparation process.

What topics are covered in the course?

1. Foundations of Tax Prep

- What is Income Tax?

- Circular 230

- Exploring Moral Questions in Tax Preparation

- Tax Law & Income Types

- PTIN Application

2. Fundamentals of Tax Filing

- Due Diligence

- Filing Status and Dependents

- Tax Credits

- Earned Income Tax Credit (EITC)

- Standard Deduction

- Tax Brackets

- Tax Rates

3. Core Concepts in Tax Prep

- Schedule A

- Schedule B

- Schedule C

- Schedule D

- Schedule E

- Schedule F

4. Advanced Tax Filing Techniques

- Home Office Deductions

- Income Adjustments

- Reporting Partnerships

- Tax Considerations for Gig Workers

- Virtual Currency

- Depreciation

5. Small Business Tax Fundamentals

- Data Breaches

- Customer Service

- Bank Products

- Errors & Omissions (E&O) Insurance

- Tax Preparation Fees

6. Tax Business Marketing

- Identifying Your Target Audience

- Social Media Marketing Strategies

- Leveraging Word of Mouth

- Professional Associations

- Generating Tax Leads

- Creating Your Own Content

7. Tax Audits and Amendments

Handling Tax Office Audits

Responding to Verification Letters

Making Amendments

8. Tax Return Walkthrough

Detailed Walkthrough of Tax Return Process

9. Practice Returns

Sample Practice Returns for Hands-On Learning

10. Bonus Information

Additional Tips and Insights

11. Bonus Excel Sheet Templates

Downloadable Excel Templates for Efficient Tax Preparation

Are there prerequisites or prior knowledge required?

No, this course is designed for beginners.

Are there prerequisites or prior knowledge required?

No, this course is designed for beginners.

How long is the course?

8 weeks long. It’s self-paced some students complete it in half the time.

What hours can I log into the course?

The course is self paced digital, meaning you will have 24/7 access to log-in and study

How long will I have access to the course?

Tax laws change each year and sometimes mid year, you will have 12 months of access from the date of purchase.

What happens after I complete the course?

After completing the course, you will have the foundational knowledge and skills needed to prepare basic tax returns. You can start applying these skills by working as an independent tax preparer. You’ll be equipped to offer tax preparation services to clients, helping them file their taxes accurately and efficiently.

What will I use to prepare tax returns?

You will have unlimited access to our user-friendly professional tax software, with the ability to add up to 4 additional users.

Will I receive Continuing Education credits for completing this course?

No, this course does not include CE credits. If you are interested in obtaining CE credits, please choose our Tax Firm Launch Pad package.

Are CE credits a requirement to prepare taxes?

No, CE credits are not required to prepare taxes. This is a PTIN program, where you will be coached and mentored by an experienced tax professional.

Is there a revenue split in this program?

YES, the revenue split is 80/20. You as the tax professional will receive 80% of the tax prep and the remaining 20% goes to the tax company.

Whats the point of a Revenue Split?

A revenue split aims to create a mutually beneficial arrangement that supports the financial and operational needs of both the tax preparer and the firm.

I have an EFIN, do I still have to do a revenue split?

NO! If you have an EFIN you do not have to do the revenue split, you will receive 100% of your tax prep fee, doc fee and E-File fee.

What is the refund policy?

Our no refund policy is as follows:

Due to the nature of digital products, All sales are final, and no refunds will be issued once the purchase is completed.

Are there any Supplies and/or Technical Requirements?

Laptop or desktop computer, and a reliable internet access

Is this course instructor led?

No, this course is not instructor-led. It consists of detailed AI-generated videos teaching each tax preparation topic.

What are the learning outcomes for the course?

By the end of this course, you will:

  • Gain a comprehensive understanding of how to prepare a basic tax return.

  • Learn to identify and use the appropriate tax forms for various situations.

  • Develop the ability to accurately calculate and report income, deductions, and credits.

  • Understand the fundamentals of tax laws and regulations.

  • Be able to assist clients with common tax-related questions and issues.

  • Gain confidence in using professional tax software.

  • Acquire practical skills through hands-on practice and real-world scenarios.

  • Be prepared to work as a tax preparer, either independently or within a tax firm.

If I already have an EFIN, can I still register for this course?

YES, EFIN users may enroll in this course to gain general knowledge and will have unlimited use of our professional tax software, but you will not receive any CE credits.

Don't miss the opportunity to join us and embark on your journey to success

in the tax industry!

Don't miss the opportunity to join us and embark on your journey to success in the tax industry!