08/23/2026
🎓 THE TAX PROFESSIONAL ACADEMY
Master the Return. Build the Business.™
Ready to turn your interest in taxes into a professional skill—and potentially your own business?
The Tax Professional Academy is a comprehensive training experience designed for the next generation of tax preparers and tax business owners.
Led by Dr. Cynthia Torres, this academy goes beyond learning how to enter numbers into tax software. You’ll learn the fundamentals of preparing tax returns correctly, understanding IRS requirements, working with clients, and building the systems needed to operate a professional tax preparation business.
📚 WHAT YOU’LL LEARN
✓ Tax preparation fundamentals
✓ Form 1040 step-by-step
✓ Filing status & dependents
✓ W-2s, 1099s & common tax forms
✓ Deductions & tax credits
✓ Schedule C & self-employment
✓ IRS due diligence & preparer compliance
✓ PTIN & EFIN requirements
✓ How to establish your tax business
✓ Client intake & professional workflows
✓ Pricing your tax services
✓ Tax office operations
✓ Data security & WISP compliance
✓ How to build and grow your tax practice
📒WHAT YOU’LL RECEIVE
✓ Tax Professional Academy Student Guidebook
✓ Form 1040 Roadmap
✓ Tax Forms Field Guide
✓ Five practice tax-return cases
✓ PTIN Application Checklist
✓ EFIN startup roadmap
✓ Templates: Client Intake, Document Checklist,
Missing Documents Notice, Due Diligence
Interview Worksheet, Tax Return Review
Checklist, Daily Office Checklist, New
Employee Checklist, Tax File Closing Checklist,
E-File Rejection Log, Client Follow up Log, Tax
Office StartUp List, 30-Day Tax Business
Launch Action Plan, Business StartUp
Budget, Profit and Loss
✓ Breakfast & Lunch
✓ Gift of Appreciation
✓ 20% off of Tax Mentorship Program
✓ Certificate of Completion
This isn't just about learning how to prepare a tax return.
It's about learning how to become a tax professional and investing in yourself.
🚨NOW ENROLLING
Message us or send us a text to sign up!
📲 956-756-0944
📍 700 W. Railroad St., Weslaco, Texas 78596
⏱️ 9 am - 4 pm
📚 Day 1: Master the Return
Day 2: Build the Business
🗓️ Saturday, September 19 & 26
Saturday, October 10 & 17
Saturday, November 14 & 21
Saturday, December 5 & 12
💸 Investment Amount:
$1,600 if paid via Square or Quickbooks
or
Save $100 if paid via Zelle or Cash, for a total
of $1,500. Partial payments are accepted
through your first attendance date.
🧾No refunds as all materials will be provided
upon payment.
