TAX PREPARATION TRAINING FOR BEGINNERS
Start with Form 1040 foundations, then build a connected preparation workflow through 16 connected modules. Learn what facts matter, where they go, and how to verify the result.
Already have an account? Continue your course
Clear instruction. Confident preparation.
HOW THE COURSE WORKS
Valley Tax University teaches both the return workflow and the lesson rhythm. One helps you prepare the return; the other helps you learn and practice the decision.
THE COURSE-WIDE LENS
Start with the client, the return, and the decision in front of you.
Identify the source documents and facts that control the work.
Enter or review the supported item in the tax software with the full return in view.
Follow the result back to its support before moving forward.
INSIDE EVERY LESSON
See where the decision fits before the details begin.
Learn the rule, the source facts, and the professional workflow.
Use the process with a new fictional client scenario.
Confirm the decision before continuing through the course.
WHAT YOU WILL LEARN
The curriculum begins with professional preparation and individual-return fundamentals. Later modules add more complex income, state, entity, and estate and trust return work while keeping the same source-to-return process.
See how practice worksProfessional responsibilities, intake, taxpayer setup, filing status, and dependents.
Wages, common income, investments, capital transactions, retirement, and Social Security.
Business and rental activity, adjustments, deductions, family and education credits, Marketplace coverage, and HSAs.
Foreign and multi-state issues, payments and refunds, state returns, entities, and estate and trust return work—with an emphasis on supported preparation, review, and escalation.
A review protocol, seven independent practice returns, and a human-reviewed final assessment.
PRACTICE A CONNECTED CLIENT FILE
Inspect intake facts and source documents, make connected return decisions, save your work, and return to the same case later. Practice stays separate from real taxpayer data.
PRACTICE CLIENT
Connect the file to the returnSOURCE PACKET
WHAT TO EXPECT
Every lesson includes the complete written and interactive instruction without requiring a video.
Lesson videos support the instruction, but watching them never gates progress.
Training files and client scenarios are fictional. Real taxpayer data does not belong in the course.
Return to the lesson or practice client where you stopped and keep building from there.
A Certificate of Completion is available only after all 96 lessons are complete and the final assessment receives the required human approval. It is not a professional license or government certification.
COURSE QUESTIONS
The full training course is available now. Continuing education is a separate path with separate requirements.
It is designed for people learning individual tax-return preparation from the beginning and for learners who want a structured, end-to-end workflow.
No CE course is currently for sale, and no IRS CE credit is available. This does not affect access to the full tax-preparation training course.
No. It records completion of Valley Tax University's course requirements. It is not a professional license, government certification, or authorization to practice.
READY TO BEGIN?
