Become A TaxNest Professional
As a TaxNest Financials Tax Preparer, you will not have to deal with the hassle of opening your own tax office, and you will be able to make money on every completed tax return. We train you, support you, and even supply you with software every step of the way. Filers will even be able to upload their returns to you using their mobile devices. You will process all returns using our Electronic Filing Identification Number (EFIN), and will split all profits with you.
No Experience Necessary
You do not need to have prior experience in the taxation field to become a TaxNest Financials Provider. All you need is a willingness to learn new things, a computer/phone, and payment for your tax preparation certification class. Learn a new skill, earn additional income, and have the opportunity to run a tax business on your own schedule.
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Become A Tax Preparer In Just Weeks
Enroll Now for Fall 2024
Tax Preparation Certification!
Become A Tax Preparer In Just Weeks
NO High-Level Math, Accounting Knowledge or Special Degree Needed.
Welcome to TaxNest Professional Licensing Academy! At TaxNest Professional Licensing Academy, we are dedicated to equipping aspiring tax professionals with the knowledge, skills, and certifications they need to excel in the financial services industry. Whether you’re looking to become a Tax Preparation Specialist or expand your expertise into broader financial services, our academy offers comprehensive training that will set you up for success. TaxNest Financials Comprehensive Tax Course is a 6-8 week program that includes and IRS Certification focusing on A to Z mentorship that provides students with the tools and skills necessary to prepare individual tax returns.
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Our comprehensive programs cover everything from tax preparation to a wide range of financial services, setting you up for long-term success in a competitive market.
Major topics covered in this course include:
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Filing Requirements: Who must file a tax return and which form must be used?
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Types of Income: How are different types of income taxed?
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Deductions and Credits: What tax benefits are available to maximize the client’s savings?
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Responsibilities of Tax Professionals – What duties and responsibilities does a tax preparer owe to his or her clients?
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Business Entity Types: What is the difference between a Sole Proprietor, Partnership, C Corporation, and S Corporation? What are the advantages and disadvantages of these entity types?
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Business Income and Expenses: How are certain types of income and expenses reported and accounted for?
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Business Property: How is business property depreciated and how is this information reported on the tax return?
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Employment taxes: What forms must be filed for employment tax purposes?
After completing this course, students will have the requisite skill set and confidence to prepare individual tax returns.
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Upon Graduating Exclusive Offer To Work With TaxNest Financials With Access To:
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Access to TaxNest Pro Software
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Up to $9500 Cash Advance For Your Clients
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Vacation Voucher For You & Your Clients
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Marketing, Flyers, & Ad Training
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Customized Mobile App
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Contractor/Employee Options
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Weekly Payroll
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Continued Tax Training & Mentorship
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Health & Retirement Options
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Year Round Service Options​​​​
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Why Choose TaxNest Academy?
1. Industry-Leading Curriculum
Our academy offers a robust curriculum that covers every aspect of tax preparation, financial planning, compliance, and beyond. Developed by experienced professionals, our courses ensure that you gain practical, real-world knowledge that you can immediately apply in your career. Additionally our curriculum is updated at the beginning of every tax season to ensure you are receiving the most accurate and up to date tax continued education recourses.
2. Hands-On Training and Personalized Support
We believe in learning by doing. That’s why our programs are packed with hands-on training opportunities, allowing you to practice what you learn under the guidance of seasoned experts. Our instructors are committed to your success, offering personalized mentorship to help you navigate your learning journey. Classes are down to earth and hands-on, with access to online courses, videos, activities, and interactive quizzes and tests with your group classmates.
3. Certification and Career Advancement
Upon completing our courses, you’ll have the opportunity to earn certifications that are recognized and respected across the industry (*Additional Fees May Apply). These certifications (state and federal licenses) are transferrable, non-captive, and opens the door to a wide range of career opportunities, including:
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Enrolled Agent (EA) License: Empower yourself to represent clients before the IRS and expand your tax services.
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Credit Restoration Certification: Learn the skills to help clients improve their credit scores and financial standing.
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Life and Health Insurance Licensing: Provide clients with essential insurance products to protect their future; 2 licenses available.
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Investment and Retirement Securities: Guide clients through critical investment decisions that impact their long-term financial goals; 6 total licenses available.
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Mortgage Lending License: Equip yourself with the skills and credentials to offer mortgage lending services, helping clients secure home financing.
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Bookkeeping Certification: Gain the skills necessary to manage and organize financial records for businesses and individuals.
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Accounting Certification: Provide expert financial advice and services with a recognized accounting certification.
Get Certified with TaxNest Academy
Whether you’re starting a new career or looking to enhance your skills, TaxNest Academy is the place to be. Our programs are designed to equip you with the certifications, skills, and confidence needed to succeed in the financial services industry.
Ready to Take the Next Step?
Enroll in TaxNest Academy today and start your journey towards a rewarding career in tax preparation and financial services.
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*Access To Additional Licensing Courses:
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Credit Restoration
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Bookkeeping & Accounting
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Insurances
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Investment/Retirement Planning
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Real Estate / Property Management
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Room for Progression (Become An Owner)
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Weekly Training & Continued Support
Want to Own a Franchise With TaxNest Financials Firms?
Why reinvent the wheel when you can partner with an established brand? If you're an entrepreneur looking to break into the tax and financial services industry, or a seasoned professional ready to run your own office, the TaxNest Financials Franchise program is the perfect opportunity for you.
By joining our franchise network, you gain the advantage of using our Electronic Filing Identification Number (EFIN) to process your clients' returns. We provide everything you need to succeed, from industry-leading software to comprehensive training and ongoing support.
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Special Edition of TaxNest Pro Franchise Plus Edition
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Training and support on how to set up your tax office
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Training and support on how to find qualified agents.
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Assistance with finding a profitable location (i.e. grocery store, check cashing locations, and other retail locations)
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Annual compliance training and IRS Certifications
This franchise option focuses on tax preparation for both individuals and businesses, and with two options to choose from TaxNest Financials and TaxNest Elite Full-Service Options you can easily become a full service firm.
**We cannot guarantee any income earnings, and income will be based on individual performance/work ethic within the commission-based compensation model *
