Level 2 · Beyond the Basics
From beginner preparer to confident tax professional.
Executive-level training for second-year preparers getting ready for the 2027 filing season and tax-year 2026 returns.
Structured curriculum
Ten modules from a fast refresher to real-world case simulations.
Pop quizzes, instant feedback
Short checks every few lessons, graded on the spot with explanations.
Live Zoom training
Scheduled sessions in Central Time with instructor-verified attendance.
Progress you can see
Track lessons, grades, and readiness from your personal dashboard.
Sourced tax law
Every tax-law lesson cites its official IRS source and verification date.
Certificate of completion
Earned after every requirement is met, with a verification number.
The curriculum