Limited-time enrollment · Save $298
RoseMar Tax Pro Academy

Become a tax professional. Build your own business.

The complete do-it-with-us program that takes you from zero to preparing real returns — and shows you how to launch and run your own tax practice.

$997 $699 SAVE $298
One-time payment · or 3 monthly payments of $233 · Lifetime access
🔒 Secure checkout · Instant access after enrollment
A–Z
Beginner to client-ready
Lifetime access
12mo
Builder membership included
Who it's for

Built for the next step in your money story.

🚀

Aspiring tax pros

You want a real, in-demand skill and a seasonal income you control — starting from no experience.

💼

Side-hustlers & entrepreneurs

You already hustle and want to add a high-value service you can offer your community every season.

📈

Future firm owners

You're ready to build your own practice — and want the systems, templates, and roadmap to do it right.

The curriculum

Everything you need, in order.

A structured path from tax fundamentals to running your own practice — learn at your own pace, with lifetime access.

MODULE 01

Tax Preparation Foundations

The core knowledge every preparer needs, explained in plain English.

  • How returns actually work (1040 & common schedules)
  • Filing statuses, dependents & the standard deduction
  • Reading W-2s, 1099s, and source documents
  • Common credits & deductions and who qualifies
MODULE 02

Hands-On Return Practice

Move from theory to confidently preparing real-world returns.

  • Step-by-step return walkthroughs
  • Self-employed & Schedule C basics
  • Reviewing for accuracy before filing
  • Practice scenarios & case studies
MODULE 03

Getting Credentialed & Set Up

The official steps to prepare taxes for pay, done right.

  • How to get your PTIN
  • Understanding the EFIN process
  • Choosing your tax software
  • Staying compliant & current each season
MODULE 04

Launch Your Tax Business

Turn the skill into a practice that's actually yours.

  • Pricing your services & building packages
  • Finding and keeping clients
  • Your season workflow, start to finish
  • Tools, systems & staying organized
What you get

More than a course — a practice in a box.

🎓

Full Training Library

Every module, beginner to client-ready, with lifetime access to revisit anytime.

📋

Templates & Forms

Client intake forms, engagement letters, and checklists you can use from day one.

🏢

Business Roadmap

The step-by-step path to set up and run your own tax practice.

🔑

12 Months Builder Access

A full year of RoseMar Hub Builder membership included with enrollment.

🔄

Lifetime Updates

Tax rules change every year — your access and core materials stay current.

💬

Community & Support

Learn alongside others on the same path, with guidance when you're stuck.

Enrollment Open

Start your tax career today.

Lock in lifetime access to the full Tax Pro Academy at the lowest price we offer.

$997$699
One-time · or 3 monthly payments of $233
You save $298 today
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  • Complete tax-preparation training, beginner to client-ready
  • How to get your PTIN & choose your software
  • Launch & run your own tax practice
  • Templates, intake forms & contracts
  • 12 months of Builder membership included
  • Lifetime access & updates
🔒 Secure payment · Instant access after enrollment
Visa · Mastercard · Amex · Discover · Apple Pay
Questions

Good to know.

None at all. The Academy is built to take you from complete beginner to confidently preparing returns. We start with the fundamentals and build up step by step.

Lifetime. You can go through the material at your own pace and come back to it every season. Core materials are kept current as tax rules change.

Yes — you can enroll with one payment of $699, or choose three monthly payments of $233 at checkout.

The Academy teaches you the skills and walks you through the official steps — including how to obtain your PTIN and understand the EFIN process. The credentials themselves are issued by the IRS; we show you exactly how to get them. Completion of this course is educational and does not by itself confer any government license or designation.

The full training library, downloadable templates and forms, the business-launch roadmap, 12 months of Builder membership, lifetime access and updates, and community support — all for the one-time $699 enrollment.

After your secure checkout, you'll receive enrollment details and access instructions by email. If you don't see it, check your spam folder or reach out and we'll get you sorted.