Birth the Business | Learn the Skill. Create the Legacy.
Birth the Business · Tax Education

Your future doesn’t have to look like your past.

Learn a valuable skill, build something of your own, and create opportunities beyond a paycheck.

Whether you’re brand new to taxes or already have experience, Birth the Business provides the education, tools, and guidance to help you take your next step.

The possibility starts with youYour next
chapter.
  1. 01Learn the skill.
  2. 02Build the business.
  3. 03Create the legacy.
Beginner-friendly educationTwo educational experiencesYour business. Your choice.
Choose your next step

One skill.
Two ways to learn.

Choose the learning experience that fits your goals. Whether you simply want to learn tax preparation or you’re ready to build and grow your own tax business, we have a pathway for you.

Both programs welcome beginners. Students do NOT have to be experienced tax professionals to join the Legacy Tax Academy.
01 / LearnA focused foundation

Tax to Freedom
Six-Week Accelerator

Learn the Skill. Build Your Confidence.

A structured six-week tax preparation cohort with foundational lessons, weekly live classes, practical instruction, and accountability.

October–December 2026 training period
Explore the Accelerator
Our Flagship Program02 / BuildEducation + business building

Birth the Business
Legacy Tax Academy

Learn the Skill. Build the Business. Create the Legacy.

Everything in the Accelerator, plus comprehensive business-building education, branding guidance, tax office development, and ongoing mentorship.

$797 paid in full

Action Taker Early Enrollment · Payment plan also available

Explore Legacy Academy
Program 01 · Six-week cohort

Tax to Freedom
Six-Week Accelerator

Learn the Skill.
Build Your Confidence.

October–December 2026

This is our structured six-week tax preparation training cohort.

It’s designed for beginners and individuals who want to develop their tax preparation skills through foundational education, live weekly classes, practical instruction, and accountability.

A focused tax education experience. You can enroll directly in either program.

What’s included

  • Six weeks of structured tax preparation education
  • Weekly live training classes
  • Access to foundational prerecorded tax lessons
  • Form 1040 fundamentals and individual tax preparation education
  • Understanding filing statuses, dependents, income, credits, and deductions
  • Guidance on gathering and reviewing client tax documents
  • Practical tax preparation examples and walkthroughs
  • Introduction to professional tax preparation procedures
  • Explanation of PTIN and EFIN requirements
  • Prerecorded step-by-step PTIN application walkthrough
  • Prerecorded step-by-step EFIN application walkthrough
  • Guidance for students who choose to apply for their own PTIN or EFIN
  • Access to class recordings and assigned foundational lessons
  • A structured learning experience with opportunities to ask questions and receive guidance

How it works

Students can begin with the prerecorded foundational lessons immediately after enrollment as those lessons become available.

If someone enrolls while a live cohort is already underway, they can begin working through the foundations and available recordings while joining the remaining live classes.

If someone enrolls between live classes, they can begin their foundational lessons while waiting for the next scheduled session.

The six-week Accelerator is a limited-time cohort experience offered during our October–December 2026 training period.

Who it’s for

People who want to learn how to prepare taxes and develop their skills without committing to the full business-building experience of the Legacy Tax Academy.

IMPORTANT: The Accelerator focuses primarily on tax preparation education. It does not include the full business branding, office-building, and ongoing business development guidance provided through the Legacy Tax Academy.

Pay in full

$497

One payment · Six-Week Tax Accelerator

Save $100 compared with the installment plan.

Biweekly payment plan

3 payments of $199

Total installment-plan amount: $597

Three payments, scheduled every two weeks. The installment plan costs $100 more than paying in full.

Our flagship · Comprehensive education

Birth the Business
Legacy Tax Academy

Learn the Skill. Build the Business.
Create the Legacy.

This is our flagship, comprehensive tax education and business-building program.

The Legacy Tax Academy is for individuals who want to go beyond learning how to prepare taxes.

It’s designed for people who want to develop their skills, establish their own tax business, build a professional brand, serve clients, and grow into successful tax business owners.

No previous tax experience is required.

Students receive everything included in the Tax to Freedom Six-Week Accelerator PLUS comprehensive business-building education, resources, and guidance.

No previous tax experience is required. The Accelerator is included in Legacy Academy; it is not a prerequisite.

Everything included in the Accelerator

  • Foundational tax preparation training
  • Prerecorded tax education lessons
  • Weekly live classes during the six-week cohort
  • Access to the six-week Accelerator training experience
  • Tax preparation walkthroughs and practical examples
  • PTIN and EFIN education and application walkthroughs
  • Foundational learning resources and recordings

Who it’s for

  • Beginners who want to learn taxes and eventually establish their own business
  • Individuals who want to become independent tax business owners
  • Existing tax professionals who want to improve their systems and operations
  • Entrepreneurs who want guidance with branding, business setup, client acquisition, and growth
  • Individuals who want education, mentorship, and support beyond a six-week training period

Plus Legacy Academy benefits

01Business Formation and Structure
  • Guidance on establishing a tax preparation business
  • Understanding business structure and setup
  • Guidance on business registration and foundational requirements
  • Assistance understanding PTIN and EFIN requirements
  • Step-by-step guidance through the applicable registration and application processes
  • Understanding the requirements of operating a professional tax office
02Branding and Business Identity
  • Guidance with developing a business name and brand identity
  • Assistance with logo concepts and branding direction
  • Guidance on presenting a professional tax business
  • Building credibility and positioning in the marketplace
  • Developing a recognizable business presence
03Tax Office Development
  • Guidance on setting up and organizing a tax preparation business
  • Understanding tax preparation software and operational systems
  • Client intake and onboarding procedures
  • Tax office workflow development
  • Client communication and service processes
  • Business organization and operational readiness
04Client Acquisition and Business Growth
  • Marketing and client attraction education
  • Building tax authority and credibility
  • Developing referral relationships
  • Client retention strategies
  • Business development guidance
  • Strategies for growing and scaling a tax business
05Ongoing Education and Mentorship
  • Access to the foundational tax education library
  • Access to the six-week Accelerator cohort
  • Continued tax and business education
  • Business-building guidance and support
  • Resources designed to help students progress from learning tax preparation to operating their own tax businesses
06Included Tax Preparation Software

Eligible Legacy Tax Academy students can receive access to our tax preparation software at no additional software license cost if they choose to use our software.

This is an optional benefit.

Students are NOT required to use our software or operate under Abundant Tax Service to participate in the Legacy Tax Academy.

However, students who choose to use our provided software will operate under our service bureau arrangement and must complete the required onboarding, agreements, and applicable registrations.

Although the software license is included, applicable transmission, processing, and other transaction-related fees may still apply.

All applicable terms and fees will be disclosed through the software/service bureau agreement.

07Abundant Tax Apprenticeship Eligibility

Legacy Academy students are eligible to apply for the Abundant Tax Apprenticeship.

Acceptance is not automatic and depends on qualifications, readiness, business alignment, and approval.

Select each benefit to explore the full details.

Our five-step framework

LearnPracticePrepareServeGrow

This is the journey we want to help students navigate.

Action Taker Early Enrollment

$797

Paid in full

Regular enrollment: $997

The $797 early enrollment discount applies ONLY to students paying in full.

Biweekly payment plan

4 payments of $250

Total installment-plan amount: $1,000

Four payments, scheduled every two weeks. The paid-in-full early enrollment discount does not apply.

A clear path forward

Choose what’s right for you.

Two educational experiences. One opportunity to take your next step.

On small screens, swipe horizontally to view both programs.
Your learning experienceSix-Week AcceleratorLegacy Tax Academy
FLAGSHIP PROGRAM
Beginners welcomeYesYes
Six-week structured learning experienceIncludedIncluded
Foundational tax preparation educationIncludedIncluded
Weekly live cohort classesIncludedIncluded
Prerecorded foundational lessonsIncludedIncluded
Form 1040 trainingIncludedIncluded
PTIN and EFIN walkthrough recordingsIncludedIncluded
Practical tax preparation instructionIncludedIncluded
Comprehensive business-building education—Included
Business setup and structure guidance—Included
Branding and logo development guidance—Included
Tax office development—Included
Client acquisition and marketing education—Included
Business systems and operational guidance—Included
Growth and scaling strategies—Included
Ongoing education and mentorship—Included
Optional included tax preparation software—For eligible students; agreement and transaction fees apply
Eligibility to apply for the Abundant Tax ApprenticeshipSeparate application and approvalSeparate application and approval

Accelerator: For students primarily interested in learning tax preparation.

Legacy Tax Academy: For students who want to learn tax preparation AND receive guidance with establishing, operating, and growing a tax business.

Your business. Your choice.

Your education.
Your business.
Your future.

At Birth the Business, we believe education should create opportunities, not limit your options.

You do not have to join Abundant Tax Service, operate under our service bureau, or use our tax software to enroll in our educational programs.

Our goal is to equip you with knowledge and skills you can use to pursue your own professional goals.

Whether you want to prepare taxes, establish your own office, or explore opportunities to work with an established tax firm, your journey is yours to build.

An optional next step

Put your learning
into practice.

The Abundant Tax Apprenticeship gives qualifying enrolled students from either educational program an opportunity to gain professional tax preparation experience with Abundant Tax Service.

A separate, selective opportunity. Educational enrollment does not guarantee acceptance or a specific compensation arrangement.

Explore the Abundant Tax Apprenticeship
A little more clarity

Your questions,
answered.

Start with confidence. Find the details that matter to your next step.

Do I need tax preparation experience to enroll?

No. Both educational programs welcome beginners.

Do I have to work for Abundant Tax Service?

No. Students are not required to join Abundant Tax Service to participate in our educational programs.

Do I have to use your tax software?

No. Students are free to choose their own software. Eligible Legacy Academy students may choose to use our included software under the applicable service bureau agreement.

Does the Six-Week Accelerator include PTIN and EFIN training?

Yes. Students receive educational guidance and prerecorded walkthroughs explaining the PTIN and EFIN application processes. Actual eligibility and approval are determined by the IRS.

Can I join the Accelerator if the live classes have already started?

Students may begin with available foundational lessons and class recordings while joining the remaining scheduled live training sessions.

Does the Legacy Tax Academy include the Six-Week Accelerator?

Yes. Legacy Academy students receive access to the Accelerator training experience as part of their educational benefits.

Does enrollment guarantee a position with Abundant Tax Service?

No. The apprenticeship is a selective opportunity requiring a separate application, review, approval, and agreement.

Can I open my own tax business after completing the program?

Our programs provide education and guidance to help students work toward that goal. Students are responsible for meeting applicable legal, registration, licensing, and IRS requirements.

Learn the skill. Build the business. Create the legacy.

Your next chapter
starts with a skill.

You don’t have to have it all figured out to get started.

Whether you’re ready to learn tax preparation or build a tax business of your own, Birth the Business is here to help you take your next step.

Explore the Six-Week Accelerator

Enrollment checkout