YOU'RE IN!
Welcome to your first step toward developing your tax career with Dream Pro.
Here's What to Do Next:
- 1Class is in session today — this is a four-day bootcamp (Tuesday through Friday).
- 2Download the worksheet below and sign the form to confirm your seat.
- 3You are on your own time this week — work through each module at your pace.
- 4Keep your phone on and check your email daily to stay locked in.
- 5Come prepared to take notes and bring your workbook to each session.
During the Training, We'll Show You:
How to Learn → How to Prepare → How to Market → How to Gain Clients → How to Build → How to Grow
At the end of the training, you'll have an opportunity to learn how you can continue your development with Dream Pro.
Live Training Starts In
August 18, 2026 · 7:30 PM ET
Class Is In Session Today
Tonight, I am currently in training to be a better teacher to you all — coming full circle together. Tax season is approaching fast, and I have to make sure that everyone who is representing leadership through our mentorship is guided correctly.
Here is the deal: we will be hosting class today and the rest of the week. Those who are interested in becoming a tax professional, please tap in and grasp this knowledge.
This is a four-day bootcamp that will allow you to determine if this is something you are passionate about and willing to obtain. Let me tell you — it is not a get-rich-quick scheme. It will take work and dedication, along with following the law.
I am sending you the link to the training, but you will be on your own time this week. Please make sure to pay attention to your phone and email to remain locked in. I do not want you to be left behind in these tax streets.
This Week's Schedule
Tuesday — Wednesday — Thursday — Friday
Tuesday
Module 1: PTIN Fundamentals & Module 2: Tax Law Foundations
What a PTIN is, who needs one, how to apply online, plus filing statuses, deductions, and key tax credits.
Wednesday
Module 3: Due Diligence & Compliance & Module 4: Client Onboarding
IRS Circular 230, due diligence requirements, Form 8867, client intake, engagement letters, and data security.
Thursday
Module 5: Software & E-Filing
Professional tax software setup, EFIN application, e-file transmission, acknowledgments, and reject codes.
Friday
Module 6: Building Your Tax Business
Business structure, pricing, marketing, referral systems, and growing beyond tax season.
Come to each class with your workbook, a pen, and any homework completed from the previous session.
Follow Along Live
Download the interactive worksheet to use during the live training. Fill in your answers, check off each topic as you complete it, and keep your notes for reference.
From New Preparer to Confident Professional
This four-day bootcamp introduces the six core modules every new tax preparer needs to launch a compliant, client-ready practice. Each classroom day builds on the last — from the legal basics of preparing returns, to the tax law you'll apply every day, to the systems and habits that turn knowledge into a real business.
Bootcamp Schedule
- Tuesday — Module 1: PTIN Fundamentals & Module 2: Tax Law Foundations
- Wednesday — Module 3: Due Diligence & Compliance & Module 4: Client Onboarding
- Thursday — Module 5: Software & E-Filing
- Friday — Module 6: Building Your Tax Business
Come to each class with your workbook, a pen, and any homework completed from the previous session. Worksheets and homework are designed to reinforce what's covered in the classroom — they are not busywork, they are the habits of a working preparer.
Module 1: PTIN Fundamentals
Objective: Understand what a PTIN (Preparer Tax Identification Number) is, why it is required, and how it authorizes you to prepare federal tax returns professionally.
Topics Covered
- •What is a PTIN and who needs one
- •IRS requirements and eligibility
- •How to apply for your PTIN online
- •Renewal and compliance obligations
Module 2: Tax Law Foundations
Objective: Build a strong foundation in federal tax law, filing statuses, deductions, credits, and the core concepts every preparer must know.
Topics Covered
- •Filing statuses and dependents
- •Income types and adjustments
- •Standard vs. itemized deductions
- •Key tax credits (EITC, CTC, education)
Worksheet — Tuesday Homework
1. What does the acronym PTIN stand for?
2. Who is required by the IRS to obtain a PTIN?
3. List two eligibility requirements for obtaining a PTIN.
4. Where do you go to apply for a PTIN online?
5. How often must a PTIN be renewed?
6. True or False: A paid preparer may legally prepare federal tax returns for compensation without a valid, current PTIN.
7. List all five federal filing statuses.
8. In your own words, what is the difference between a "dependent" and a "qualifying child"?
9. Name two examples of "above-the-line" adjustments to income.
10. Briefly explain the difference between the standard deduction and itemized deductions.
11. Short answer: In 2–3 sentences, explain why it matters to a client whether they take the standard deduction or itemize.
Complete Your Enrollment Form
After you've downloaded and reviewed the bootcamp materials, complete the enrollment form to secure your spot in the program.
Complete Enrollment FormCongratulations on completing the four-day bootcamp! These fundamentals are the foundation of your tax preparation career.
Enroll in Dream Pro Training
Get a discount on Dream Pro Tax Software and lock in your spot in the full training program — enrollment is only $49.00 and you don't pay until after class is completed.
Secure checkout · No payment due until after class is completed
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