All Courses
Browse our full catalog of professional tax training courses.
Unit 1: 1040 Income Tax Preparation
Learn to prepare individual 1040 tax returns the professional way — filing status, dependents, credits, and due diligence — using the real-world workflows BlueLink tax offices rely on.
Unit 2: Income Essentials
Income is the engine of every return. This unit covers the forms and rules behind every major income item — from Form W-2 wages and other income items to above-the-line adjustments and the standard deduction — turning gross income into taxable income for the 2026 tax year.
Unit 3: Adjustments & Deductions
Master above-the-line adjustments on Schedule 1 and Schedule A itemized deductions, turning total income into taxable income for the 2026 tax year.
Unit 4: Self-Employment
Master Schedule C business income and deductions, 15.3% self-employment tax, estimated payments, the 20% QBI deduction, and year-round advisory strategies for 2026.
Unit 5: Tax Credits
Master Form 1040 tax credits: Child Tax Credit, EIC, Dependent Care, Education, Saver's, and PTC under 2026 OBBBA rules.
Unit 6: Finishing the Return
Master tax liability, marginal rates, AMT, NIIT, Form 2210, extensions, amended returns, and decedents for 2026.
Unit 7: Due Diligence & Audit Protection
Master IRS Form 8867 due diligence, statutory penalties, audit defense, CP2000 notices, and client representation.
Unit 8: Specialized Returns
Master Schedule E rental real estate, 2026 retirement plans, and business entity taxation across LLCs, S-Corps, and C-Corps.
Unit 9: Office Workflow & Client Experience
Master client intake interviews, professional tax software, diagnostics, Form 8879, and pre-filing quality reviews.