Virtual class
Mastering Taxes. Learn tax preparation from anywhere.
A virtual class for people who want to learn tax preparation and build a tax business of their own, taught by Lux Business Firm founder Shae Jordan.
Who the class is for
A practical start in tax preparation.
Mastering Taxes is designed for people who want to understand how returns are prepared and what it takes to start a tax business.
Aspiring tax preparers
You want a solid foundation in how individual returns come together, from income to deductions and credits.
Future firm owners
You are considering a tax business of your own and want to understand the requirements before you begin.
Professionals adding a skill
You work with clients or finances and want a clearer understanding of how individual taxes work.
What you will learn
From IRS requirements to real practice.
The class moves from the fundamentals to hands on work with the forms and software used in practice.
- 01IRS requirements for tax preparers
- 02Form 1040 walkthrough
- 03Taxable and nontaxable income
- 04Deductions and credits
- 05Self employment and small business taxes
- 06Tax law and practice
- 07Practical tax scenarios
- 08PTIN walkthrough
- 09Practice with tax forms and software
Your instructor
Shae Jordan
Shae founded Lux Business Firm in 2014 and works with individuals and businesses on tax preparation, tax planning, and the day to day needs of running a company.
Her work with clients shapes this class. Rather than theory alone, she focuses on the forms, software, and situations you are likely to encounter as you begin preparing returns.
About Lux Business FirmClass details
Weekend classes
Each class is a complete two-day weekend, Saturday and Sunday from 11:00 am to 1:00 pm Eastern. Choose the weekend that works for you. One payment covers the full class.
- Schedule
- Saturday and Sunday
- Time
- 11:00 am to 1:00 pm Eastern, both days
- Duration
- Two days, two hours each day
- Price
- $397
- Where
- Online, platform to be announced
- Recordings and materials
- To be announced
Interest list
Not ready to enroll?
Add your name to the interest list and we will keep you posted about this class and future sessions.
Questions
Frequently asked questions
Do I need tax experience to join?
The class is built for people who are new to tax preparation as well as those planning to start their own practice. Share your background on the interest form and we can help you decide whether it is the right fit.
When is the next class?
Weekend classes run on Saturdays and Sundays starting November 7, with breaks for Thanksgiving and Christmas. Each class meets Saturday and Sunday from 11:00 am to 1:00 pm Eastern. Choose your weekend in the class details section on this page.
Will the class be recorded?
Details about recordings and class materials will be shared when the next session is announced.
Does the class make me a licensed tax preparer?
Completing the class does not grant a license or certification. It walks you through IRS requirements and the PTIN process so you understand the steps to take on your own.
Who can I ask about the class?
Send us a note through the contact page or email info@luxbusinessfirm.co and we will be happy to help.