Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228
— Free
Your First Year as a Tax Preparer
Nobody hands you this on your first day. So here it is, free.
— WHAT YOU GET
A straight walk-through of a first tax season: what to set up before January, the five things that trip new preparers up, what the IRS expects of you on due diligence, and how to decide whether you build your own practice or work under a firm while you learn. Written by Melissa Griffin, EA, for anybody curious about this work, whether you are filing your own return today or planning to file for other people next year.
- ◆The credential order: PTIN, then EFIN, then training
- ◆Choosing software and a secure portal before January
- ◆Pricing by complexity, not by refund
- ◆A month-by-month first-season calendar
- ◆Five first-year mistakes and how to avoid them
General education only. Not tax, legal, accounting or financial advice, and no representation about income or earnings from preparing tax returns.
— GRAB YOUR COPY
It's free, and it's yours in a minute.
Tell us where to send it and the download link lands in your inbox right away, along with what's next if you decide you want the training behind it.
Enrollment for this cohort closes October 31, 2026. You must be enrolled by then to file with us in the upcoming tax season.
— PAST CLIENTS
Need a copy of a return we filed?
Request it through our secure form and we'll email it to you within 2 business days. Copies are $15 each. Please don't email or text us for a copy, that form keeps it protected.
— NEED A HAND
If it turns out you'd rather not do this alone, that's fine too.
Book a conversation and we'll tell you honestly whether this is a do-it-yourself situation or one that needs our office.