Money Makeover Tax Academy Course

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Learn it right, file it clean, grow it fast. This step-by-step program teaches you the essentials of individual tax prep and compliance—so you can serve clients confidently and professionally.

You’ll learn:

• PTIN setup (apply/renew)

• 1040 fundamentals: filing status, dependents, income, credits, amendments

• Due-diligence interview flow to protect you and your clients

• E-file basics + data security (Pub 4557, WISP, §7216 consents)

• Checklists, templates, and simple workflows you can use immediately