Tax Academy Pro presents
Personal TaxBootCamp
Two-day virtual trainingWalk into the 2027 filing season already knowing the answers. Two live days, from Form 1040 fundamentals to a full return built live on screen.
First 20 to register get the digital workbook free.
Registration closes in
Doors close Friday, Oct 23 at 11:59 p.m. ET. No late registrations.
Why now
Filing season won't wait for you to catch up.
The One Big Beautiful Bill changes are heading into their second filing season. Schedule 1-A covers tips, overtime, car loan interest and the deduction for people 65 or older, and Trump Accounts are now funded. Clients will walk in asking about all of it. This boot camp puts every change in context, next to the fundamentals you file every day.
Two weekend days in October, with time to ask questions and practice before January.
With a client in your chair, a return on your screen and an IRS due diligence penalty on every missed requirement.
The full agenda
Two days, start to finish
Learn the fundamentals, watch a real return come together on screen, get up to speed on the new 2026 law, and leave knowing what to charge.
Day 1 · Saturday, Oct 24
Fundamentals & income
- Welcome and a student success storyMeet your instructor, see what you will walk away with, and hear from a student who built a real tax business.
- Tax foundations: who must file, filing status, and dependentsThe three decisions that drive every return. Get them right and the standard deduction and credits fall into place. Publication 17 as your go-to reference.
- The Form 1040 roadmap: from income to refundWalk the 1040 line by line so you know where everything lands. Standard vs. itemized deductions and how to choose.
- ITIN clients: serving an underserved marketWho needs an ITIN, how the W-7 works, and why these clients are loyal, year-round business.
- Lunch
- Reading client documents: W-2, W-4, 1099, and W-9What each form tells you, the boxes that matter most, and how to spot errors before they reach the return. Why a client owes, and how to fix their W-4.
- Break
- Live return walkthrough: W-2 employee with a side hustleWe prepare a return together on screen: Schedule C income and expenses, the QBI deduction, and setting up 1040-ES estimated payments for next year.
- Open Q&A and Day 1 wrap-upBring your questions. Preview of tomorrow: new law, credits, and getting paid.
Day 2 · Sunday, Oct 25
New law, credits & your business
- Welcome back and Day 1 recap
- New for 2026: no tax on tips, overtime, and moreSchedule 1-A deductions for tips, overtime, car loan interest, and taxpayers 65 and older, plus Trump Accounts for children. The questions every client will ask this season.
- Family credits: Child Tax Credit, dependent care, and adoptionCTC and ACTC, the Child and Dependent Care Credit (Form 2441), and the Adoption Credit. Who qualifies and how to maximize the refund.
- The EITC and due diligence: get it right, keep your PTIN safeThe most valuable and most audited credit. Qualifying children, income limits, and how to complete Form 8867 for the EITC, CTC/ACTC, AOTC, and Head of Household.
- Lunch
- Education credits and the Premium Tax CreditAOTC vs. Lifetime Learning Credit, reconciling Marketplace coverage on Form 8962, and Schedule 3-A.
- Protect your practice: WISP, Circular 230, and AIThe security plan the IRS requires, the ethics rules you must follow, and the dos and don'ts of using AI with client data.
- Break
- Get paid: pricing your services and key deadlinesWhat preparers charge in today's market, how to build a fee schedule, and the filing season calendar you need on your wall.
- Your next step: Tax Academy Pro and closing Q&APresented by the TSG CEO: how to keep learning, get support, and launch your practice this season. Final questions.
All times Eastern. Each day ends at 4:00 p.m. Drop questions in the chat anytime; we answer them during the Q&A blocks.
Your instructor
Jennifer Colon
Director of Education, Tax Academy Pro · Tax Business Mentor, TSG ProAdvisor
Jennifer has spent 16 years in the tax industry and 8 of them mentoring other tax professionals. She started as a receptionist in a tax office and built a six-figure tax business of her own, so she teaches the way a working preparer needs to learn it: what the rule says, how it shows up on the return, and what to tell the client sitting in front of you.
- 16years in the tax industry
- 8years mentoring tax pros
- 4.9★TSG ProAdvisor rating on Google
From her students
What tax pros say about Jenny
Jenny is an excellent trainer. She is extremely knowledgeable, patient, and explains everything in a way that is easy to understand. You can tell she truly knows the tax industry and genuinely wants her students to learn and succeed.
Jennifer is a wonderful person. She knows all her up to date info for taxes. And is a great mentor as well. Can't wait to grow with TSG.
Everything included
One registration. Two full days.
- Two live days on Zoom with Jennifer Colon
- A live, start-to-finish return for a W-2 employee with a side business
- How to read client documents and build a Form 1040 from start to finish
- The new 2026 deductions for tips, overtime, car loans and seniors, plus Trump Accounts
- How to claim the EITC and child credits correctly and pass due diligence
- WISP, Circular 230 and the dos and don'ts of using AI with client data
- A pricing plan and deadline calendar so you are ready to work
- Live Q&A throughout both days
- A seat in a live room: questions answered in real time, not a recorded course
- 8 CE credits, reported with your PTIN
Boot Camp Digital Workbook. The first 20 people to register get the digital workbook free, on top of everything above. Once 20 seats are claimed, the bonus is gone.
Your investment
That works out to under $50 per CE credit, with two full days of training included.
Register now ›Have a coupon code? You can enter it at checkout.
Who it's for
Built for tax pros
New preparers
Get the full foundation for individual returns, in the order you'll use it, before your first full season.
Seasoned pros
Catch up on every tax year 2026 change in two days instead of piecing it together from IRS releases.
Office owners
Send your team so everyone files the same way, follows the same due diligence and quotes the same prices.
Questions
Before you register
What time does it run each day?
Both days run from 11:00 a.m. to 4:00 p.m. Eastern Time, live on Zoom, with lunch from 1:15 to 2:00 and a 10-minute break each afternoon.
How many CE credits do I get?
The boot camp includes 8 CE credits. Enter your PTIN when you register so your credits can be reported.
Do I need to attend both days?
Yes. CE credit is based on attendance, so plan to be logged in for both full days.
Is this for beginners or experienced preparers?
Both. Day 1 covers the fundamentals in order, and Day 2 goes deep on the new 2026 law and the credits that carry the most risk, like the EITC.
How do I get the digital workbook?
The first 20 people to register get it free. If you are one of them, we will email it to you along with your Zoom details.
What should I have ready?
Join from a computer if you can so you can follow the live return on screen. Have a notebook or a copy of the 2025 Form 1040 handy.
How do I get the Zoom link?
After you register, you'll receive your Zoom link and attendance instructions by email before October 24.
Who do I contact with questions?
Email hello@taxacademy.pro and our team will help you.
Doors close
October 23
No exceptions!
This is a live, two-day event. Once registration closes, there is no way in until the next one. Register early: the first 20 get the digital workbook free.