The Personal Tax Bootcamp is an intensive two-day training designed to help ProAdvisors master the fundamentals of personal and small business tax preparation. This recorded version gives you full access to the same powerful content and strategies shared during the live event — so you can learn at your own pace.
In this course, you’ll explore key topics including credits and deductions, 1099 forms, income and cryptocurrency reporting, due diligence, Circular 230, and the latest updates for 2026, along with insights from the One Big Beautiful Bill.
What You’ll Learn:
How to prepare accurate personal and small business tax returns
How to identify and apply the most common deductions and credits
How to stay compliant with due diligence and Circular 230 rules
How to adapt to upcoming tax law changes and updates
How to manage cryptocurrency and 1099 reporting correctly
Includes:
✅ 12 Continuing Education Credits
✅ Certification upon completion
✅ Bonus: Intake Form Template
This recorded session allows you to revisit every concept and technique covered in the live workshop — giving you the flexibility to learn anytime and strengthen your skills as a ProAdvisor.
