7 practice workbooks that teach tax prep the way you actually learn it: a one-page map, a real return worked line by line, then exercises with full solutions. 300+ exercises, 60 practice returns and 100 maps, so you can prepare 1040s for families, gig workers and retirees this tax season for a little extra income from home.

“After the first two workbooks I did my neighbor’s return, and her refund matched to the dollar.”
“The Social Security chapter was the one that clicked for me at 62.”
The average fee for a basic 1040 is around $236, and a Schedule C for someone self-employed adds about $125 more. Most of that work lands between February and April. At the federal level, preparing returns for pay takes a PTIN from the IRS ($18.75 a year), and all of it fits on a laptop at your kitchen table.
PTIN applications and renewals for the 2027 filing season are open, and the fee is $18.75.
Per IRS news release IR-2026-130, November 2026
Sources: NATP 2025 Fee Study; BLS Occupational Employment and Wage Statistics, Tax Preparers (May 2025); IRS IR-2026-130. Fees are national averages and vary by area, client and return.
None of this is a math problem. It’s a practice problem, and this kit is built to fix it.
W-2s and 1099s land in mailboxes, refunds are waiting, and the people who don’t want to fight the forms start asking around. The ones who practice now are ready when the questions start.
Enough evenings to work through the first workbooks, and be the person who says “I can help with that” when someone asks.
That’s how the rules turn into a return you can actually prepare, chapter after chapter.
Every chapter opens with a visual map and the rule on a single page. No walls of IRS text, just what you need to know before you start.
A real kind of household, a family with two kids, a rideshare driver, a retired couple, worked line by line with real numbers and the “why” behind every line.
Prepare the return on your own, then compare with the full solution. Every refund and every balance due checks out, so you always know if you got it right.
Each one is worked out inside, with a practice return and its full solution. These are the returns people bring you every season.
A W-2 family with two kidsAverage with credits: about $236–$295
A rideshare driver’s Schedule C1040 + Schedule C: about $360 on average
A retired couple with Social SecurityBasic 1040: about $236 on average
A hairstylist with 1099 income1040 + Schedule C: about $360 on average
A server with tips and overtimeBasic 1040: about $236 on average
A college student’s first returnSimple returns: often $150–$236Average fees from the NATP 2025 Fee Study. Not a promise of what you will charge or earn. Fees depend on your area, your clients and the return.
For youYour own return, your parents’ return, your spouse’s side business. You finally understand where every number on the 1040 comes from, and why.
For extra incomeReturns for the families, gig workers and retirees you already know, from your kitchen table, January to April. Start with one person who already trusts you, and see where it goes.
This is what the pages look like: a one-page map, a return worked line by line, a Schedule C and a practice set with its answer key. Every refund and balance due ties out to the dollar.
Testimonials are illustrative. Results vary.
Open the kit, work through the first return and check your answers. If it isn’t for you, send one email within 7 days and we’ll refund you in full. No forms, no hard feelings.
They were exactly where you are, sure taxes were “too complicated” for them.
Jenny ›
Maria ›
Karen ›
Illustrative conversations based on what new tax preparers share online. Individual results vary.
Open Workbook 1. Read the map, follow the family-of-four return, then do the first exercises and check every answer. By the end, you know where every number on the 1040 comes from.
Workbook 2 hands you a W-2, a 1099-INT and a 1099-NEC. You build the return line by line and compare it with the solution until the refund matches to the dollar.
Work the rideshare driver’s year: income, mileage, expenses and self-employment tax. Most chapters take an evening, and your first one is allowed to take longer.
Open the First Client Kit: how to get your PTIN, what to charge and the message for the people who already know you. Then pick the next workbook.
That’s it. One week, your first returns done, and the words “I can do your taxes” don’t scare you anymore.
From your first 1040 to your first client at the kitchen table, and a little extra income every tax season.
Filing status and dependents, every kind of income, itemizing or not, the Child Tax Credit, the EITC and education credits. The return most families bring you every year.

Gig workers and side businesses with mileage and self-employment tax, the new 2026 deductions, amended returns, extensions and IRS notices. Every case solved with real numbers.

How to run the first meeting, the documents to ask for, the due diligence questions for credits, and the review that catches mistakes before you file.

The whole kit in 100 one-page maps to print and pin above your desk. Then three timed tests with answer keys, so you know you’re ready before your first client.

Type in the numbers and the spreadsheet does the math: the tax from the brackets, self-employment tax, the main credits and the refund or balance due. Check your work in seconds.

How to get your PTIN, what to charge per return, the client organizer, the engagement letter and 25 templates in Word. Plus every date that matters, month by month, for 2027.

No. Workbook 1 starts from zero: what a filing status is, who counts as a dependent and how the tax is figured. Each chapter opens with a one-page map, then a worked return, then exercises with full solutions.
Tax prep is mostly knowing which number goes on which line, then adding and subtracting. If you can follow a recipe, you can do this. The hard part is knowing where things go, and that’s what the worked returns and solutions show you.
There’s no federal license. To prepare returns for pay you need a PTIN from the IRS ($18.75 for 2027, renewed every year), and a few states (California, Oregon, New York, Maryland and Connecticut) add their own registration or exam. The First Client Kit walks you through the PTIN step by step.
Yes. Everything uses 2026 tax-year figures for the 2027 filing season, including the new deductions for tips, overtime, seniors and car loan interest, and each workbook lists the IRS publication every number comes from.
No. You learn the return itself, on paper and in the calculators, so it works with whatever software you use later. Software changes every year; the 1040 logic doesn’t.
There are, and that’s where the evenings go. Ten minutes on one topic, no real return and no answers to check. Here every topic goes map, worked return, practice, solution, in order.
No. This kit is about tax season: preparing individual returns and the Schedule C for people who work for themselves, from January to April. It doesn’t teach monthly bookkeeping.
The First Client Kit walks you through it: who to talk to first (people who already know you), what to offer, how to price a return and the exact message to send. Most people start with family, friends and neighbors.
We can’t promise any amount. It depends on your hours, your prices and your clients. The First Client Kit shows how to price a return, and the fees on this page are published averages of what preparers charge, not promises. Results are not guaranteed.
PDF workbooks you can read on your phone, tablet or computer or print at home, Excel calculators and Word templates. Nothing is shipped.
Right after you pay, you get an email to open your library. Everything is there, ready to read, download and print.
For life. Read it at your own pace and come back to any workbook whenever a client brings you something new.
No. It’s a set of practice workbooks, so you learn by doing: you read the map, follow the worked return and do the exercises with the solution right there.
No. It’s educational material that teaches how individual returns are prepared. For a specific tax or legal question, talk to a CPA, an enrolled agent or an attorney.
Yes. Checkout is secure, access arrives by email the moment you pay, and you’re covered for 7 days.
Your purchase is covered for 7 days. Open the kit, work through a chapter, and if it isn’t for you, send us one email and we’ll refund you in full.