15 MONTHS
Course Duration

18 MONTH ACCESS
Continuous Support

$64,515
Average Salary

OPENING SOON
Registration Closed

BECOMING A TAX CONSULTANT

Are you a problem solver? Do you get a sense of fulfillment when you advocate for others? Can you see the importance of financial freedom and entrepreneurship in the lives of everyday people?  If you answered yes, then becoming a tax consultant may be an excellent career choice for you!

Intense and comprehensive this program is designed to transition you from a student with little to no knowledge or experience in tax law, to a skilled federally licensed tax consultant, with the confidence and credibility to work with and represent individuals and businesses nationwide.

Through this program you will be prepared to:

  • Earn Your Enrolled Agent License
  • Represent Clients Before the IRS and State Tax Authorities
  • Provide Business and Financial Guidance to Entrepreneurs

  • Guide Families Towards Financial Freedom
  • Launch, Run and Grow Your Own Business

Curriculum Includes:

Together we will dive into the world of taxation with comprehensive training in personal tax law. This in depth course topic will prepare you with the knowledge to begin preparing individual tax returns and sit for Part 1 of the Enrolled Agent Exam.

This in-depth training in corporate taxation prepares you to have an actionable understanding of corporate tax obligations and provides you with the knowledge and confidence to sit for Part 2 of the Enrolled Agent Exam.

Working with the IRS to advocate on behalf of taxpayers is the most important aspect of becoming an Enrolled Agent. Through this course you’ll learn the rules and procedures as it relates to representing taxpayers before the IRS and the ethical boundaries governing tax professionals so you are well prepared to sit for Part 3 of the Enrolled Agent Exam.

Designed to give you a thorough introduction into IRS representation, you’ll learn about the IRS collections and examinations departments, compliance requirements, how to effectively communicate with the tax authorities, and how to establish yourself a taxpayer representative. You’ll also get a peek into IRS criminal investigations.

Designed to give you an overview of IRS audit procedures, this module will help you understand why people are audited and how to minimize your client’s risks, IRS audit procedures and considerations, and how to successfully defend clients who are facing an audit.

Learn about the IRS’s fresh start initiative and the different tax debt relief strategies available to taxpayers. During this course you’ll learn about liens and levies, and how to get them removed, as well as how to properly assess and disclose the financial status of your clients. We will also walk through the opportunities for Innocent and Injured Spouse Relief, what to do for Non-filers and Audit reconsiderations.

Learn the how to handle the common problems businesses of all sizes face with payroll tax compliance, trust fund penalties, corporate filing compliance and more.

Focused on helping you work with clients and the IRS, you’ll learn to hold productive client consultations, and establish workflows, processes and procedures that make time and client management a breeze – from start to finish. You’ll also learn how to request penalty abatements, know when bankruptcy is an appropriate option and you will learn the rules for appealing IRS decisions.

Through this course you will learn the ethical boundaries that govern Enrolled Agents. We will expand upon our previous review of ethics in tax law to ensure you are able to establish and maintain a good reputation in your community, while remaining in good standing with the IRS.

Learn about personal financial management with a focus on helping taxpayers better organize, budget and eliminate debt as you help them plan for tax savings going forward. Learning to understand your client’s financial habits and goals enhances your value as a tax consultant.

Get a high level overview of entrepreneurship. You’ll learn about profit clarity, establishing boundaries in your business, setting up systems and workflows, managing business finances, marketing and leadership development.

Many entrepreneurs are not well versed in proper financial record keeping, which leads to their inability to take full advantage of tax breaks. In this module you’ll learn about financial statements and bookkeeping systems, as you learn how to recognize areas of opportunities for clients to minimize their tax exposure.

Additional Program Features:

100% Online Access
All of our programs are held 100% online and include interactive elements that make learning interesting, convenient and flexible, no matter where you are in the world.

Expert Trainings
Our uniquely designed, fluff-free and interactive programs are taught by Anisha Bailey, who, since 2008, has helped individuals and entrepreneurs fix tax, financial and business problems.

Client Case Support
Get help navigating your cases from the initial consultation to the final resolution to ensure you are serving your client’s best interest as you enhance your tax resolution expertise.

Live Q & A
Ask questions, get help when you’re feeling stuck and get more insight on our weekly topics during the deep-dive group Q & A sessions we hold each week.

Workbooks + Templates
Navigate your programs with our workbooks, templates, and the tools and resources we use, personally and professionally, to stay organized, communicate more effectively and see results.

Business Building Tools
From building your email list to mindful networking to engaging on social media, you’ll learn how to create a competition-free environment as you connect with your most ideal clients or employer.

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What better way to check out The Taxley Academy™ than to join us for a live tour! Learn about the Academy, ask questions and get exclusive scholarship opportunities. Sign up below to join an online tour date.

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