๐Ÿ‘จโ€๐ŸŽ“ PROFESSIONAL TRAINING PROGRAM

Tax Preparer Training

Transform your career with our comprehensive tax preparation training program. 10 modules, 64 lessons, about 27 hours of lessons, plus quizzes.

Melika, the Lawson Mobile Tax mascot, in a graduation cap holding a diploma

Complete Training Curriculum

Module 1: Tax Law Fundamentals & IRS Regulations
Module 2: Individual Tax Return Preparation (Form 1040)
Module 3: Tax Forms Deep Dive โ€” Every Document You'll Touch
Module 4: Business Tax Returns & Entity Types
Module 5: Advanced Deductions & Credits
Module 6: TaxSlayer Pro โ€” Preparing & Filing a Return Step by Step
Module 7: Client Communication, Interviewing & Data Gathering
Module 8: Ethics, Circular 230, PTIN & Becoming a Paid Preparer
Module 9: Building Your Practice โ€” Pricing, Marketing & Client Growth
Module 10: Data Security & Your WISP (Written Information Security Plan)

Lawson Certified

Lawson Certified Levels 1-3, with badges and a certificate for each level
Lawson Certified is our own training program, not an IRS certification.
Lesson time: about 27 hours, plus quizzes

Training is included with your preparer split package (50/50, 60/40, 70/30 or 80/20).

  • 50/50 split: no upfront cost
  • 60/40 split: $499 per tax season
  • 70/30 split: $799 per tax season (suggested for preparers expecting 65+ clients)
  • 80/20 split: $1,399 per tax season

Paid packages are an annual fee per tax season, paid in full through Square at signup. No payment plans. Fees are non-refundable.

What's Included:

10 training modules, 64 lessons
A quiz after every lesson, 10 module quizzes and a final exam
Lawson Certified Levels 1-3, with badges and a certificate for each level
Training delivered online and by phone (phone lessons are live)
Training on TaxSlayer Pro, the software our preparers use
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Applications Subject to Background Check
Taking professional candidates. No felony convictions, or IRS issues may result in denial.
Your Online Classroom

Step Into the Classroom

10 full modules, 64 guided lessons, a 10-question quiz in every module plus a 20-question final exam โ€” all self-paced and tracked as you go. Log in to start learning, complete each module, and become Lawson Certified (our own training program, not an IRS certification).

10 modules, 64 lessons, about 27 hours of lessons, plus quizzes A 10-question quiz in every module plus a 20-question final exam Certificate on completion
24/7 AI Teaching Assistant

Get Instant Help, Anytime

Stuck on a tax concept? Ask our Academy Assistant. It explains filing statuses, deductions, credits, Schedule C, IRS forms and more โ€” and can quiz you as you prepare to become Lawson Certified (our own training program, not an IRS certification). Available around the clock as you learn.

Start Your Tax Career Today

Complete professional tax preparer training and Lawson Certified (our own training program, not an IRS certification)

Training is included with your preparer split package (50/50, 60/40, 70/30 or 80/20).

  • 50/50 split: no upfront cost
  • 60/40 split: $499 per tax season
  • 70/30 split: $799 per tax season (suggested for preparers expecting 65+ clients)
  • 80/20 split: $1,399 per tax season

Paid packages are an annual fee per tax season, paid in full through Square at signup. No payment plans. Fees are non-refundable.

What's Included:

10 training modules, 64 lessons
A quiz after every lesson, 10 module quizzes and a final exam
Lawson Certified Levels 1-3, with badges and a certificate for each level
Training delivered online and by phone (phone lessons are live)
Training on TaxSlayer Pro, the software our preparers use

Lesson time: about 27 hours, plus quizzes

Lawson Certified is our own training program, not an IRS certification.

Applications Subject to Background Check
Felony and misdemeanor convictions, tax liens/delinquencies, or IRS issues may prevent program enrollment. Background checks are required for this program. We'll notify you of any issues during the application process.
Apply to become a preparer โ†’
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