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Fast Track Tax Academy

Practical, step-by-step tax training to launch and grow a tax preparation business — video lessons, templates, and real-world systems.

What You'll Learn

A focused curriculum that walks you from basics to revenue — each module is practical with hands-on exercises.

Module 1: Orientation – Welcome to Your New Journey 

Understand the tax landscape, required registrations, and how to position your service.

Module 2: Tax Filing Basics & IRS Setup

Detailed walk-throughs of individual & small business filings, EFIN, EIN, PTIN & getting officials

Module 3: CrossLink Training – Hands-On Practice

Understand the dashboard overview, Creating a Return, W-2 Entry, 1099 Entry, Dependents & Credits and Diagnostics & E-File

Module 4: Compliance & Due Diligence – “Protect Yourself & Clients”

Form 8867, Bank Products, Data Security and E-Signatures

Module 5: Scaling Your Business

Marketing, Pricing, Getting Clients, and Building Trust

Module 6 — Final Steps & Certification

Checklists, final assessment, and how to claim your Fast Track Certified badge.

Alexa Young, CA

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