

Understand who can legally prepare taxes (and who can’t)
Learn the difference between Tax Preparer, CPA, and EA — without confusion
Master filing statuses (Single, HOH, Married) with real-life examples
Know exactly who qualifies as a dependent (and who does NOT)
Learn what documents to request from every client (no guessing)
Avoid common beginner mistakes that cause IRS problems
Understand basic IRS rules & due diligence in plain English
Spot red flags that trigger audits before they happen
Build a simple client intake checklist you can reuse every year
By the end of Day 1, you’ll clearly understand the structure of a tax return and feel confident reviewing client information without feeling lost or overwhelmed.
Clearly understand wages vs self-employment income (W-2 vs 1099)
Learn Schedule C basics without accounting jargon
Know which business expenses are deductible (and which are not)
Understand mileage vs actual expenses — when to use each
Master Child Tax Credit & Earned Income Credit (compliance-focused)
Learn how credits affect refunds in real numbers
Avoid common credit-related mistakes that cause IRS letters
Understand education credits (AOTC & LLC) in simple terms
Learn how changes in income impact tax owed vs refund
By the end of Day 2, you’ll be able to explain why a client is getting a refund or owes taxes — without guessing or relying blindly on software.
Understand how tax software works logically (not button-by-button)
Learn how information flows inside tax software
Identify and fix common errors before filing
Understand the difference between review, file, reject, and accept
Learn how tax preparers get paid legally
Know how to price your services with confidence
Learn how to set clear client expectations
Understand refund timelines and common delays
Get a clear roadmap for next steps after the bootcamp
Know how to handle simple corrections and amended returns
Learn how to communicate bad news (when a client owes taxes)
By the end of Day 3, you’ll know exactly how to move from learning to earning — whether working independently or inside an existing office.
You want to earn during tax season but don’t know where to start
Tax forms like W-2s, 1099s, dependents, and credits feel confusing
You’re afraid of making mistakes that could cause IRS problems
You rely on software without really understanding what’s happening
You want a skill that pays every year — not another useless certificate
You see others making money with taxes and wonder how they started












I’m a tax professional with hands-on experience helping individuals and families navigate U.S. tax preparation with confidence. Over the years, I’ve worked directly with real tax returns, real IRS rules, and real client situations — not theory or simulations.
I created this 3-Day Bootcamp to remove confusion, reduce costly mistakes, and help beginners build a real, repeatable income skill in tax preparation.
100+ tax returns reviewed and prepared across multiple filing situations
Experience handling W-2, 1099, Schedule C, dependents, and tax credits
Helped beginners go from zero knowledge to confidently reviewing returns
Focused on error prevention that reduces IRS notices and rejections
Known for breaking down complex IRS rules into plain, understandable steps
This bootcamp is built from real tax seasons — not textbook examples.


Lifetime access to all bootcamp training materials
Step-by-step guidance from zero to confident tax preparer
Learn how tax returns actually work — not just where to click
Real examples covering W-2, 1099, dependents, and credits
A repeatable system you can use every tax season
Tax Preparer Intake & Checklist Templates
Client Conversation Scripts (refunds, balances due, expectations)
Common IRS Mistakes to Avoid Guide
Access to a Private Support Community
Live Q&A or Group Coaching Session with Jean


Live 1-Day Training Session
Tax prep fundamentals (W-2 & basic returns)
Understanding refunds, balances due & credits
Live Q&A during the session
Beginner-friendly instruction






