Gain the Skills, the Clients,

and the Confidence to Succeed in the Tax Industry

READY TO MAKE AN IMPACT?

The 1040 Academy is a premier, results-driven training program designed to equip new and intermediate tax preparers with the knowledge, skills, and mentorship needed to thrive in today’s tax industry.

This hybrid program combines live, instructor-led sessions with flexible, self-paced modules to provide a dynamic and comprehensive learning experience. Whether you're just getting started or looking to level up your skills, the 1040 Academy delivers the tools you need to prepare returns with precision, integrity, and mastery.

  • Core tax law and return preparation for individuals and small businesses

  • How to navigate professional tax software with confidence

  • Real-time Q&A and live coaching from seasoned experts

  • Ethical practices and compliance for long-term credibility

  • How to attract, convert, and retain clients

  • Branding, marketing, and lead generation strategies

  • How to build a sustainable, profitable tax practice year after year

  • More than just a course — this is a mentorship experience. We walk alongside you step by step, helping you become a competent, confident, and sought-after tax professional.

At 1040 Masters Tax Group, we don’t just recruit tax preparers — we develop industry leaders. That’s why we created the 1040 Academy, our in-house, six-week intensive training program designed to elevate both new and intermediate preparers.

Through the 1040 Academy, our partners receive:

  • Comprehensive Tax Preparation Training – Covering foundational and advanced knowledge to help you confidently navigate the tax code.

  • Hands-On Software Instruction – Learn how to master the same professional tax software used across the industry

  • Client Building & Branding Guidance – We help you understand how to position yourself as a trusted expert, grow your brand, and build a loyal client base.

  • Real-World Scenarios & Mentorship – Gain experience solving real tax challenges, with direct support from seasoned professionals.