Shmuel Eagle
Lead Tax Instructor
Co-founder of BlueLink with 15+ years in tax preparation and office management.
Tax Preparation Professional Bootcamp
Master individual and small-business tax prep—from intake to e-file—with workflows used by top BlueLink offices.
★★★★★
(4.5 · 2 reviews)
3 Enrolled
6 Lectures
Shmuel Eagle
Instructor
What Will You Learn
- Prepare accurate individual returns (Form 1040) with schedules
- Run compliant client intake and due-diligence workflows
- Identify common Schedule C and self-employment scenarios
- Apply quality-review steps before transmission
About This Course
This flagship bootcamp walks you through every stage of professional tax preparation: client intake, due diligence, form selection, quality review, and e-filing best practices. Built for new preparers and office managers who want a repeatable, compliant process.
Includes real-world checklists, Drake Software tips, and exam-style quizzes after key modules.
Requirements
- • Basic computer skills and internet access
- • Familiarity with tax terminology (helpful, not required)
- • Willingness to complete section quizzes
Trusted By Leading Companies
H&R Block
Liberty Tax
Jackson Hewitt
Frequently Asked Questions
How long do I have access?
You retain lifetime access to course materials after enrollment, including future minor updates.
Is this course IRS-approved CE?
This course focuses on practical office training. Check with your CE provider for credit eligibility.
Do I need tax software?
Lessons reference Drake Software workflows, but concepts apply to most professional tax packages.
Can I preview before buying?
Yes—the first video lesson is available as a free preview without enrollment.
Meet Your Instructors
Junior Bien-Aime
Tax Training Specialist
Tax compliance expert and trainer helping offices build profitable practices.
Course Curriculum
Getting Started & Client Intake 3 lessons
-
Client Intake Checklist (Download) 15 min
-
Due Diligence for Preparers 22 min
1040 Preparation & Quality Review 3 lessons
-
Form 1040 Walkthrough 35 min
-
Schedule C Basics for Small Business 28 min
-
Pre-Transmission Quality Review 20 min
Reviews are written by students who completed all lessons and the final exam.
4.5
★★★★★
2 reviews
5 ★
1
4 ★
1
3 ★
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2 ★
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1 ★
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M
Maria Lopez
★★★★★
Clear structure and the quizzes helped our seasonal staff get up to speed fast.
6 hours ago
J
James Chen
★★★★
Great intake checklists. Would love more advanced business return modules in a follow-up course.
6 hours ago
Discussion for enrolled students only. Comments are reviewed by our team before they appear publicly. You must be enrolled in this course to post.
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Discussion (1)
Maria Lopez
6 hours ago
Is the intake checklist available as a PDF download?
BlueLink team
Yes — open the Client Intake Checklist lesson in section 1 to download the PDF.
Admin User · 2 days ago