Tools you can use.
Skills you can build.
Browse tax practice libraries, client workflow templates, compliance resources, and guides. Preview what’s inside before deciding what fits your practice.
Built for real tax work.
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1040 Practice Returns
15 individual-return scenarios plus 2 bonuses, with client documents, a return blueprint, intake form and completed federal and state returns.
Advanced 1040 Practice Pack
10 client files covering business income, rentals and K-1s, with Schedule C/E blueprints and completed federal and state returns.
1065 Partnership Practice
10 partnership and LLC cases with books, partner records, a client organizer, return blueprint and completed federal and state returns.
1120S S Corporation Practice
10 S corporation cases covering shareholder pay, basis, loans and distributions, with books, an organizer and completed returns.
1120 C Corporation Practice
10 corporate cases with complete books, a client organizer, return blueprint and completed federal and state returns.
Due Diligence Toolkit 2026
An interview checklist and practical examples for reviewing dependents, credits, Head of Household and supporting records.
Client Intake & Communication
Intake questionnaires, document-request templates, and client communication tools.
WISP & Security Resources
Security planning resources and documentation aids for preparers.
Tax Professional Calendar
Stay organized with tax-season milestones, planning reminders, and reference dates.
Practice Growth Toolkit
Marketing prompts and practical business-development resources for preparers.
Tax Prep Business Roadmap 2026
Plan your tax practice with pricing, capacity, workflow and marketing examples, plus a year-one scorecard.
Tax Practice Toolkit 2026
A practical reference to 15 software categories for choosing and organizing the tools behind a tax practice.
Forms and Schedules Cheat Sheet 2026
A compact desk reference to form purposes, key dates, common mistakes and where amounts flow.
The Gig Economy Tax Code
Follow platform income from tax summaries and 1099s through gross receipts, expenses, vehicle costs and Schedule C.
Small Business Deductions Guide 2026
A guide to small-business tax deductions: what qualifies, where to report expenses and what records to keep.
Information Returns Playbook 2026
A 2026 reference for information-return workflows.
Common 1040 Errors Checklist 2026
A pre-signature review checklist with common e-file rejects, notice examples, reference tables and a filing calendar.
Business Tax Prep Guide 2026
A guide to Forms 1065, 1120-S and 1120, with worked examples and annotated forms.
Amending and Prior-Year Returns Guide 2026
A structured reference for amended returns, unfiled years, transcripts, Form 1040-X and organizing the service.
1040 Tax Prep Guide 2026
A practical individual-return reference with worked examples, Form 1040 and Schedule C/E blueprints, and a filing-season checklist.
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