TaxMinds

Academy™

Learn the Skills. Prepare with Confidence.

Build the practical tax knowledge and hands-on skills you need to prepare tax returns professionally. Our live, instructor-led training takes you from tax fundamentals to real-world tax preparation and professional software.

TaxMinds

Partner Program

Build Your Tax Business with TaxMinds

Don't Just Prepare Taxes. Build a Business.

Turn your tax knowledge into a business with professional tax software, ongoing training, business resources, marketing tools, technology, coaching, and support, all designed to help you launch, grow, and scale.

LIVE TRAINING & WORKSHOPS

SEPTEMBER

OCTOBER

NOVEMBER

PLANS

Become a TaxMinds Partner

starter

$159/m

12-month Partnership or pay annually $1,590/year - Save $318

One-Time Partner Activation: $299

FREE when paid annually

Software activation • partner account setup • onboarding orientation • software training • TaxMinds resource library activation • partner launch checklist

  • Best for New Tax Professionals

  • Keep 85% of Tax Preparation Revenue

  • Professional Tax Software

  • Professional Email

  • Ongoing Tax Education & Partner Training

  • Software Training

  • Knowledge Library

  • Community Access

  • Standard Support

12-Month Partnership Commitment. Annual payment or 12 monthly installments.

New to tax preparation?

TaxMinds Live Tax Professional Training is available separately and may be required or recommended before Partner activation depending on experience level.

pro ⭐

most popular

w/ Growth Platform

$199/m

12-month Partnership or pay annually $1,990/year - Save $398

One-Time Partner Activation: $499

FREE when paid annually

Everything in Starter onboarding • Growth Platform activation • CRM setup guidance • pipeline setup • calendar setup • automation orientation • Growth Platform training

⭐ PRO EXCLUSIVE BENEFITS
✓ TaxMinds Growth Platform™ Included
✓ Live Tax & Business Group Coaching
✓ Advanced Tax Training
✓ Client Acquisition & Marketing Systems

PLUS EVERYTHING IN STARTER

  • Build & Grow Your Tax Business

  • Keep 85% of Tax Preparation Revenue

  • Everything in Starter Plus:

  • TaxMinds Growth Platform included

  • CRM & Lead Management

  • Appointment Calendar

  • Email/SMS Marketing Capability

  • Lead Follow-Up Automations

  • Client Reactivation Campaigns

  • Live Tax & Business Group Coaching

  • Advanced Tax & Business Training

  • Marketing Templates

  • Business Resources

  • Client Acquisition Training

  • Seasonal Strategy Sessions

12-Month Partnership Commitment. Annual payment or 12 monthly installments.

New to tax preparation?

TaxMinds Live Tax Professional Training is available separately and may be required or recommended before Partner activation depending on experience level.

elite

$349/m

12 monthly payments or pay annually $3,490/year - Save $698

One-Time Partner Activation & Onboarding: $999

Everything in Pro onboarding • Personalized firm growth assessment • Growth Platform configuration • CRM/pipeline setup • business growth roadmap • pricing/revenue strategy session • marketing strategy session • implementation plan • private onboarding session

👑 ELITE EXCLUSIVE BENEFITS
✓ Keep 100% of Tax Preparation Revenue*
✓ Growth Platform Elite Access
✓ Monthly Tax Firm Growth Coaching
✓ Personalized Tax Business Growth Plan
✓ Quarterly Business Review

PLUS EVERYTHING IN PRO

  • Scale Your Tax Firm

  • Keep 100% of Tax Preparation Revenue (Own EFIN Required)

  • Everything in Pro Plus:

  • Growth Platform Elite Access

  • Advanced CRM Automations

  • Advanced Campaign Systems

  • Advanced Growth Templates

  • Monthly Tax Firm Growth Coaching

  • Priority TaxMinds Support

  • Tax Business Growth Plan

  • Pricing & Revenue Strategy

  • Marketing/Funnel Strategy

  • Team-Building & Hiring Systems

  • SOP & Operations Templates

  • Quarterly Business Review

  • Advanced Firm-building Workshops

  • Priority Access to New Training & Resources

12-Month Partnership Commitment. Annual payment or 12 monthly installments.

Commission percentages apply to eligible tax preparation revenue as defined in the TaxMinds Partner Agreement. Bank product fees, processing fees, third-party fees, software/subscription charges and other applicable charges may be separate. Elite Partners must maintain an active EFIN and satisfy applicable TaxMinds and software-provider requirements.

Frequently Asked Questions

Who is the TaxMinds Live Tax Professional Training designed for?

The training is designed for aspiring tax professionals, new tax preparers, entrepreneurs interested in entering the tax industry, and existing preparers who want to strengthen their tax preparation knowledge and professional skills. No prior tax preparation experience is required for beginner-level training.

Do I need previous tax preparation experience to enroll?

No. The TaxMinds Live Tax Professional Training is designed to help students build their knowledge from the foundation up. We cover tax preparation concepts, professional tax software, client scenarios, compliance considerations, and practical skills used in a tax preparation business.

Is the training live or pre-recorded?

The program includes live, instructor-led training, allowing students to learn in an interactive environment, follow real-world examples, and ask questions during the training experience. Additional resources or recorded materials may also be provided when applicable.

What will I learn during the course?

Training topics may include individual tax return preparation, filing statuses, dependents, income reporting, deductions and credits, Schedule C and self-employment considerations, tax software navigation, due diligence, client documentation, compliance, common tax scenarios, and tax business fundamentals.

Will I learn how to use professional tax software?

Yes. Professional tax software training is incorporated into the program so students can become more comfortable navigating the technology used to prepare tax returns. Specific software access and availability may vary by course or enrollment option.

Does completing the course automatically make me a TaxMinds Partner?

No. The TaxMinds Live Tax Professional Training and TaxMinds Partner Program are separate programs. Completing the course does not automatically enroll you as a TaxMinds Partner. Students interested in launching or growing their tax business with TaxMinds can apply or enroll in an available Partner Program after training.

Is the TaxMinds Partner Program included in the course price?

No. Live Tax Professional Training tuition and TaxMinds Partner Program membership are priced separately. This allows students to complete the training without being required to join the Partner Program.

What happens after I complete the training?

After completing the training, you can use the knowledge and skills you've developed as you continue preparing to work in the tax industry. Students interested in building a tax business can also explore the TaxMinds Partner Program for professional tax software, ongoing education, business resources, support, and additional growth opportunities.

Can experienced tax professionals take the course?

Yes. Existing tax professionals may use TaxMinds training to refresh their knowledge, strengthen specific tax preparation skills, learn professional software, or expand their understanding of tax business operations.

Is the training available online?

Yes. TaxMinds offers live training designed to make professional tax education accessible regardless of location. Students should review the specific class details before enrolling for dates, times, technology requirements, and course delivery information.

Is this course available in English and Spanish?

TaxMinds may offer training and educational resources in English and Spanish, depending on the scheduled class. Check the specific course session before enrolling to confirm the language in which the training will be delivered.

Does completing this course guarantee employment, income, clients, or business success?

No. TaxMinds provides education, training, tools, and business resources, but completing a training program does not guarantee employment, income, tax clients, business revenue, or specific results. Individual results depend on many factors, including experience, effort, market conditions, compliance, and business execution.

How do I enroll in the next TaxMinds Live Tax Professional Training?

Select the Enroll Now or View Upcoming Classes button on this page to see available training dates, course details, pricing, and enrollment options.

Ready to Start Your Journey as a Tax Professional?

Build the knowledge, practical skills, and confidence to take your next step in the tax industry with TaxMinds Live Tax Professional Training.