Professional Tax Preparer Certified | JF Learn Institute
Professional Tax Preparer · AT001
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Professional Tax Preparer Certified

Become a Certified
Tax Preparer
in the United States

A 120-hour hybrid program built around real IRS forms, live instruction, and hands-on practice in professional tax software — everything you need to launch your career as a Tax Preparer in the United States.

Professional Tax Preparer Certified
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120
Academic hours
8
Modules
100%
Pass rate
94%
Completion rate

Your instructor

Learn from an IRS-certified expert

Erick A. Jacome
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Erick A. Jácome
Instructor — IRS Certified Tax Preparer

Associate Degree in Business Administration, American Junior College. Banking specialist at PNC Bank (Elizabeth, NJ) with 6+ years of U.S. financial industry experience. Active Enrolled Preparer holding multiple IRS certifications, including the Annual Filing Season Program (AFSP 2026) and Certifying Acceptance Agent status.

  • 🎓
    Associate Degree in Business AdministrationAmerican Junior College — Quito, Ecuador
  • 🏢
    Banker Specialist — PNC BankElizabeth, New Jersey
  • 🏢
    IBS Branch Administrator — Banco Internacional EcuadorQuito, Ecuador
  • Certifying Acceptance Agent (CAA) — IRSIRS Approved — E-Pay Services LLC, Elizabeth NJ
  • Annual Filing Season Program (AFSP) 2026 — IRSCompleted all IRS Continuing Education requirements for Form 1040 series
  • Paid Preparer Due Diligence Training — IRS CEIRS Program CEQXT-T-01613-24-S

Academic program

Program curriculum

Seven progressive theory modules built on active learning, plus a final hands-on module where you prepare a complete tax return from scratch.

Module 1
The U.S. Tax System: 5 Key Concepts
IRS functions · Federal, state & local taxes · Taxpayer types · Tax calendar · Form 1040
Module 2
Anatomy of Form 1040
Complete structure · Filing status & impact · Tax cycle & deadlines · Guided exercise
Module 3
Income & Supporting Documentation
W-2 · 1099-NEC · 1099-MISC · 1098-T · Document organization · Case: Luis & Karla
Module 4
Deductions, Credits & Due Diligence
Standard vs. itemized · EITC · CTC/ACTC · AOTC · IRC §6695(g) · Form 8867
Module 5
Self-Employment & Schedule C
Self-employed obligations · Schedule C · SE Tax · Estimated payments (1040-ES)
Module 6
Special Cases & Complex Situations
Multiple sources · Dependents · Head of Household · Capital gains · Non-resident aliens
Module 7
Common Mistakes & Best Practices
Income & deduction errors · Form 1040-X · Data security · Professional ethics
Module 8 · Practice
From Theory to Action
System navigation · Entering W-2, 1099, 1098-T · Applying credits · Full return preparation · Final simulation
Total: 120 academic hours

Learning platform

Your virtual classroom, in action

Courses are delivered on a dedicated Moodle platform. Every module combines structured reading, a recorded lecture, a graded exercise, a checklist, and a glossary — so you can learn at your own pace while staying on track.

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Course structure8 modules + final evaluation
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Module activitiesReading, recorded class, exercise and glossary
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Reading materialNavigable table of contents
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Learning objectivesMeasurable competencies per module
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Practical exercise 10/10Instant personalized feedback
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Downloadable materialsPDF presentations with real tax forms

Hybrid format

Live sessions + on-demand platform

Each module pairs a live instructor-led session with on-demand resources: recorded lectures, PDF materials, and IRS form exercises you can revisit anytime.

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Recordings available

Live sessions embedded in each module

Classes were recorded and available on the platform. Students can access them before, during and after to reinforce learning at their own pace.

🎙️

Live sessions

Synchronous session with instructor per module

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PDF presentations & materials

Real tax forms, case studies and checklists

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Instant feedback

Personalized feedback on every exercise

Results & certification

Earn your certificate the right way

Your certificate is issued only after passing the final assessment with a 70% minimum score — a standard that ensures you're truly prepared to work with real clients.

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100%
Pass rate in the first cohort

Minimum passing score: 70%

Standard ensuring real preparer competencies

Full practical simulation

Complete return from start to finish

Downloadable digital certificate

Issued upon completing all requirements

What our students say

Results that speak for themselves

Hear from professionals who completed the program and are now filing returns for real clients.

★★★★★

I want to congratulate you on the excellent work and quality of the training. Personally, I found the course very complete, well explained, and truly useful for better understanding the tax field in the United States. I learned important concepts, practical processes, and tools that I consider very valuable both professionally and personally. I would definitely recommend this training to anyone interested in preparing for the Tax Preparation field.

AB
Angie Betancur
Program graduate
★★★★★

I want to thank the team for their support to us as students, it was very practical and you learn a lot with them. Thank you so much.

KG
Kelly Gallego
Program graduate
LR
Lázaro Roque Mendoza
Program graduate

Start your 2026 cohort

Join the next cohort and earn your Professional Tax Preparer certificate. Live instruction, hands-on IRS software practice, and career-ready credentials.

120 academic hours
Hybrid format
Live IRS software practice
Digital certificate
Enroll now