Tax Pro Foundations is the official starting point for every new TSG ProAdvisor member. This course brings together everything you need to launch your tax preparation business, from obtaining your essential IRS credentials to understanding the professional standards and client agreements that will define your practice from day one.

Whether you're brand new to the industry or transitioning into tax preparation, this course walks you through the process of getting your PTIN and EFIN, setting up your business the right way, and navigating the TSG ProAdvisor ecosystem. You'll also leave with the key contracts and engagement documents you need to send to clients before beginning any work together.

What You'll Learn

By the end of this course, you will be able to:

• Register and activate your PTIN and EFIN with the IRS
• Set up your tax preparation business with a solid legal and operational foundation
• Navigate the TSG ProAdvisor platform, tools, and resources
• Identify the contracts and client-facing documents required before starting any engagement
• Apply the professional and ethical standards expected of every TSG ProAdvisor member

Who This Course Is For

This course is designed for anyone who is new to TSG ProAdvisor and looking to start their own tax preparation business. No prior experience is required, just the commitment to build your practice the right way.

This course has downloadable content available via the File icon in the top-left corner.

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