Join Dr. Chantel Price’s live program to earn credentials, gain practical skills, and launch your tax career—no experience needed.
By the end of this 4-week program, you’ll walk away with
Certificate of Completion through Chantel Price Business Services.
Guidance to obtain your IRS PTIN (Preparer Tax Identification Number).
Support with your EFIN (Electronic Filing Identification Number) application.
Be fully credentialed & legally ready to prepare taxes immediately.
Confidence in preparing and filing individual tax returns.
Hands-on experience with real-world scenarios: W-2s, dependents, credits, deductions, self-employment, and more.
Proficiency with professional tax software to serve clients effectively.
Knowledge of how to set up your tax business (LLC vs. sole proprietor).
A Tax Preparer Business Toolkit (forms, contracts, checklists, and marketing resources).
Full understanding of compliance requirements, recordkeeping, and confidentiality.
Strategies to attract and retain your first paying clients.
Marketing tools to position yourself as a professional preparer.
A proven system to start generating income immediately after certification.
A roadmap to earn up to $10,000 per month during peak tax season as a first-year preparer.
Step-by-step guidance to scale your client base for long-term recurring income.
Lifetime access to course recordings, slides, and notes.
IRS Credential Guide (PTIN + EFIN step-by-step).
Tax Preparer Business Toolkit:
Client intake forms
Engagement letters & confidentiality agreements
Marketing templates to land first clients
Tax deduction cheat sheet & compliance checklists
Practice tax return files for hands-on software training.
Certificate of Completion (mailed or printable).
Printable Quick-Reference Guides: deductions, deadlines, client checklists.
Branded starter templates ready to use with clients (contracts, intake forms).
12 hours of live instructor-led training with interactive Q&A.
Hands-on practice with real-world tax scenarios.
Business start-up guidance: legal setup, compliance, branding.
Community support: connect with aspiring tax professionals.
Earning Roadmap: step-by-step plan to hit $10K/month during tax season.
Living paycheck to paycheck.
Unsure how to start a legitimate business.
Confused about IRS rules and certification.
No clear plan for financial stability.
Certified, credentialed, and legally ready to prepare taxes.
Confident in your ability to serve real clients.
Equipped with tools, templates, and marketing strategies.
Positioned to earn up to $10K/month during tax season.
Pre-made flyers, social posts, and ad templates.
Scripts for closing clients (DMs, phone, email)
Referral program template.
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