Custom PTIN Academy

Give your tax business a professional training experience built around your brand and your voice.

The Custom PTIN Academy provides a ready-to-use tax preparer training curriculum customized to match your business. Your academy includes foundational tax preparation, credits and deductions, due diligence and compliance, advanced return situations, professional preparer training, and industry-specific tax education.

Your academy will be customized with your business name, branding, and provided voice sample, creating a training experience that feels like it came directly from your company.

Your Custom PTIN Academy includes:

Comprehensive PTIN preparer training curriculum
Tax preparation fundamentals
Form 1040 training
Filing status and dependent training
W-2, 1099, self-employment & Schedule C training
Tax credits and deductions
Due diligence & Form 8867 training
Fraud, identity verification & taxpayer data security
Prior-year and amended return training
Tax return quality control
Client interviewing & communication
Tax preparer ethics & professional responsibility
Industry-specific tax preparation courses
Custom business branding
Custom voice integration
Course materials prepared for your training platform

Turnaround Time: 5–7 Business Days

Your turnaround time begins once your onboarding form, required materials, and necessary platform access have been received.

Important: Check Your Email After Purchase

Your Custom PTIN Academy Onboarding Form will be sent immediately following your purchase.

Please check the email address used during checkout, including your spam, junk, and promotions folders, if you do not see the email in your primary inbox.

Your project cannot begin until the onboarding form has been completed and all required information has been submitted.

You must also have an active course-hosting platform/LMS available if course installation is included with your service.

Please Note: This is a customized digital service. All payments are non-refundable.