2026 Introductory Tax Course
New to professional tax preparation? This course is your entry point. You already understand the basics of how taxes work — now learn how to apply that knowledge as a paid preparer: how to interview a taxpayer, determine the correct filing status, identify the credits they qualify for, and uphold the professional and ethical standards the job demands.
In 10 hours, you'll build on what you already know — covering income, adjustments, other taxes and penalties, payments and credits, itemized deductions, and the ethical responsibilities that come with preparing someone else's return.
No classroom, no long wait — enroll today and start building your professional foundation right away.
📚 What is a Self-Study Course?
Take as long as you need. No deadlines, no rush — just progress on your schedule.
Enroll today and begin immediately. No waiting for a class to open or a session to start.
All materials are included. You study independently through readings, lessons, and a final exam.
What You'll Be Able to Do
- Explain how a nonrefundable credit affects a taxpayer's tax liability
- Recognize professional responsibility in tax preparation
- Know a tax preparer's responsibilities to the taxpayer
Course Chapters
Learn how to determine the right filing status, who qualifies as a dependent, and how to choose between standard and itemized deductions.
Understand all types of taxable income — wages, tips, interest, dividends, and more — and where they go on the return.
Discover above-the-line deductions like student loan interest and IRA contributions that can reduce taxable income.
Learn about additional taxes like self-employment tax and the penalties taxpayers may face for underpayment or late filing.
Explore how withholding, estimated payments, and valuable credits like the Child Tax Credit and EIC reduce what a taxpayer owes.
Dive into Schedule A deductions including mortgage interest, medical expenses, and charitable contributions.
Covers the professional standards and responsibilities tax preparers must follow, including Circular 230 guidelines.
Course Details
| Detail | Info |
|---|---|
| Field of Study | Federal Tax Law — 8 hrsBehavioral Ethics — 2 hrs |
| Course Level | Basic |
| Prerequisite | General tax preparation knowledge is required |
| Delivery Method | Self-Study |
| CE Credit Deadline | May 31, 2027 |
| Upon Completion | 🎓 Certificate of Completion |
| IRS Credit Reporting | CE credits reported directly to the IRS for tax preparers with a valid PTIN |
* This course does not qualify for California Continuing Education hours.
Self Study
Learn at your own pace, read or watch the lessons, pass the exams.
Mobile Friendly
Learn on your phone, tablet, or computer.
Bilingual
All our courses are available in English y español.
Career Paths
No matter where you’re at in your career, we have courses for you.
Simple Learner Experiences
Prendo365 gives you access to your course anytime, anywhere, on desktop, tablet, or mobile device. You're able to easily navigate through your course and receive your certificate of completion.
Why choose us
Over 35+ years tax preparation experience
We know what tax preparers need to succeed in their office
7+ EA’s and tax preparers on staff
Our team does extensive research to ensure you receive the best education
Bilingual live support
Having technical issues? We're ready to help you get started and complete your course.