Call Our Team
(954) 698-2917Become a Tax Preparer
Explore a practical pathway combining tax knowledge, software exposure, client service and business guidance.
A new professional path
Take the first step toward becoming a confident tax preparer.
Becoming a preparer also means learning how to communicate with clients, organize information and follow a consistent review process.
CleverAct Solutions brings these pieces together so aspiring preparers can see the complete picture from training to serving clients.
Apply Now
Build your foundation as a tax preparer
Your development pathway
Live tax preparation training
Build your understanding of the tax preparation process through clear, guided instruction.
Guided real-world preparation exercises
Practice organizing information, working through examples and reviewing your work.
Professional software access
Learn how professional software supports a structured preparation workflow.
Marketing and client-growth guidance
Develop a clear service message and learn practical ways to introduce your services.
Mentorship and ongoing support
Ask questions, strengthen your understanding and discuss challenges as you develop.
Guidance through your first tax season
Prepare for client intake, communication and the practical demands of your first season.
Your next professional step
More than learning forms and numbers
01
Tell Us About Your Goals
Share your current experience, what interests you about tax preparation and the skills you want to develop.
02
Explore Your Pathway
Discuss the available training, software guidance and support so you can understand the pathway before deciding.
03
Build Skills Through Practice
Develop your understanding through practical exercises, client-service preparation and guidance as you progress.
No experience? Start with an honest conversation.
Tell us about your current experience and goals. We will explain the available path and help you determine whether it is a fit.
Let’s discuss your next chapter
Tell us about your goals
This is an information request, not a commitment. We will follow up with program details.
